Global Intelligence
GIH: Chinese companies are now considering manufacturing in the US due to competitive wage costs! In just over an hour Apple will report earnings which are expected to be a sole silver lining among the otherwise dreary retail landscape of the fourth quarter. However, those curious for an advance glimpse of what AAPL’s margins may […]
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The following leading analysis is a well-documented objective view from a historical perspective, outlining the global challenges we face as we head into the new paradigm of modern society. Tullett Prebon is one of Britain’s oldest money brokers, this report is prepared by their chief analyst. download Perfect Storm here Click for larger view of […]
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GIH: The global economy is showing signs of being on the verge of a global meltdown as we have been expecting for some time. Emerging markets collapsed over the week last week, with social unrest, nervous investors, capital controls, and a possible bank run in China. The world is interconnected in so many ways that […]
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GIH: One of the biggest lies told to the general economic public is that of inflation – it’s a hidden tax, under reported, and widely misunderstood. It’s not a simple mechanism, so don’t use this as an excuse to buy real estate or other assets of little intrinsic value. Inflation creates bubbles, causes prices to […]
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GIH: China’s economy is experiencing it’s first capitalist growth pains. With the rapid expansion of the middle class and a growing financial sector, including their own shadow / private banking sector, it’s not a surprise that a financial company issuing debt is on the precipice of default, coinciding with the Chinese new year. As we […]
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GIH: A new report shows that the 85 of the world’s richest people own the same amount of wealth as the bottom half of the population, or several billion people. Of course, this is wealth that is accounted for, it may be a much wider gap considering the shadow banking system, private offshore anonymous trusts, […]
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Looking at the present financial situation from a historical, social perspective, indicates (based on history) that there will be a severe blowback from the QE program. But unlike other examples provided in the below analysis (such as WW2 spending) QE is nearly completely artificial. During WW2 spending was driven by manufacturing and war logistics. QE […]
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The Fed’s Fisher provides an intimate insight into the thinking of a Fed President. In well crafted Fed speak, he warns of a potential market decline because it will be impossible for the Fed to continue with the QE indefinitely. But there are larger economic impacts much more significant than the stock market, such as […]
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A combination of factors in the US are putting the American economy at a huge disadvantage. The following report looks at how freedom affects the economy. As the US is becoming a police state, with highly regulated financial markets, it can only create additional costs and discourage new investment. With the possibility of the internet, […]
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The Baltic Dry Index is one of the only significant indexes of the ‘real’ economy, as it measures the transport of physical goods. While the US stock markets are near their all time highs, the shipment of real physical goods is down 35%, the worst start to the year in 30 years. From Zero Hedge: […]
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