03/09/2022 - Cryptocurrencies (and the metaverse) a universe for peace
” In other words, cryptocurrencies -with all the instability typical of a new and still incipient world- are increasingly presented as an alternative to peace, that is, to evade sanctions and violent actions by governments that can do little to control them. , they can eventually control the people who use them, but not the cryptocurrencies themselves.”
03/07/2022 - The Roundtable Insight – Jacob Shapiro and Yra Harris on the Geo-Political Risks to the Economy and Financial Markets
03/07/2022 - Yra Harris: A Quick Hit On the State of Chaos
“The best things going right now for the global financial system are the FED‘s dollar swap lines to many banks and the Foreign International and Monetary Authorities Repo Facility, which the G-30 pushed Chair Jerome Powell to make permanent. This provides generous backstop for foreign institutions, which is important because something is definitely ROTTEN in DEMARK, FRANCE, GERMANY, ITALY, et al. What it is I don’t know but at this point, watch the European system. All acts of war and the sanctions will deliver unintended consequences. Be patient and let the false headlines be played by those relying on the newest expert to fill the airwaves. And also, let’s see where the FED goes in response to political systemic risk.
We’re only just beginning to evaluate and assess but the longer this goes on the more damage will be done as FOOD becomes scarce as countries are forced to protect their populations and four million barrels of Russian OIL go searching for buyers. Upon listening to the Chair of the House Agricultural Committee David Scott at Powell’s testimony last week I wouldn’t be surprised to see the Biden White House move to limit U.S. ag exports if prices continue to push higher and worries of scarcity arise. The optics of headline inflation are harming the Dems’ chances in November. As always in politics, OPTICS provide an incentive when policy is failing.”
03/03/2022 - The Roundtable Insight with Charles Hugh Smith on The Great Reset Agenda Link to the Article on the Great Reset and the alternative Great Reset – the Great Awakening
02/23/2022 - Alejandro Tagliavini – NFTs or the real (and good) new normal “Over the past week and early this week, Bitcoin (BTC) saw unstable pendulum swings, moving in a range and closing in a downtrend just like most altcoins. Factors such as geopolitical tensions in Ukraine, rising global inflation, speculation on interest rates and its supposed correlation with the US stock market are affecting its price.”
02/18/2022 - The Roundtable Insight – John Dizard in the Trading Room on Geopolitical Risks, the Economy and the Financial Markets
02/17/2022 - Yra Harris: Is It George Bailey or Henry Potter? “As noted in the latest podcast with Dr. Faber, QT would be the area in which the FED WOULD DISCOVER HOW MUCH LEVERAGED EXISTED ACROSS MYRIAD ASSETS RAISING THE IDEA OF SYSTEMIC RISK AS THE OVERLEVERAGED BEGAN RAISING CASH. The FED has created a very difficult situation for itself as it confronts the global problem of inflation.”
02/09/2022 - The Great Reset from the Perspective of the Austrian School of Economics
Link Here to an alternative Great Reset based upon the Principles of the Austrian School of Economics – Short Form
Link Here to an alternative Great Reset based upon the Principles of the Austrian School of Economics – Long Form
02/09/2022 - Alejandro Tagliavini – Times of uncertainties and critical global shortages “The markets are experiencing weeks of high volatility and most analysts highlight the «confusion» shown by many investors in relation to the future macroeconomic scenario. To begin with, because of the fact that all the restrictions “due to the pandemic” have not been lifted, the global economies, after the rebound in 2021, are still weak.”
02/08/2022 - The Roundtable Insight – Dr. Marc Faber & Yra Harris on the Economy and Opportunities in the Financial Markets
02/04/2022 - The Roundtable Insight – Bill Blain on the Economy, Financial Markets and ESG
02/04/2022 - Yra Harris: The Soft Bias of Low Expectations “It seems the Hawkish outlook stems from a leak out of the ECB Governing Group that the meeting had experienced dissonance about the slow pace of changing monetary policy. If Lagarde is suffering the slings and errors of the hard money members look for the GOLD to gain against all fiat currencies for the issue going forward will be CENTRAL BANK CREDIBILITY. Sorry, ZERO RATES at the time of 5% headline inflation is just not monetary stridency.”
02/02/2022 - The Roundtable Insight – Nick Barisheff and John Crowley on Precious Metals
02/02/2022 - Yra Harris: Bernard Connolly Is Worth a Good Whiskey “The FED can raise rates in a slow process but to me the key to unlocking the speculation of myriad assets is found in quantitative tightening or shrinking the balance sheet. Chairman Jerome Powell pushed off the day of embarking upon QT but many FED presidents are raising the issue: Atlanta Fed President Rafael Bostic last week raised the prospect of the central bank starting its balance sheet unwind — a QT program of $100 billion a month — by around JUNE. If the FED begins that program the unraveling of highly leveraged risk assets will elevate us all to dust off Hyman Minsky’s work. Volatility will unsheathe its sword on the global financial system. The FED fears inflation for now but wait for the systemic risk unleashed by high risk positions being unwound.”
01/28/2022 - Dr. Albert Friedberg – The Federal Reserve has Lost Control – Quarterly Conference Call
01/26/2022 - The Roundtable Insight – Charles Hugh Smith on Why Many are Resigning From Their Jobs 
01/25/2022 - Alejandro Tagliavini – ¿Comprar Mercado Libre o shortear a los laboratorios? “Los mercados globales comenzaron la semana en negativo. Aunque el evento de la semana es la reunión de la Fed, lo cierto es que el consenso no espera subida de tasas al menos hasta marzo, por lo que la tensión geopolítica en Ucrania empieza a captar cada vez más la atención de los inversores.
Los analistas de Bankinter de España consideran 3 escenarios. Bueno: pacificación mediante diplomacia, con las bolsas rebotando según lo que diga la Fed el miércoles (más o menos liquidez, inflacionaria). Malo: “invasión light” y, según los daños y el tiempo en que tarde en estabilizarse la situación, serán de breves o prolongadas las caídas de las bolsas. Y, finalmente, el menos probable, el escenario pésimo, con fuerte caída de las bolsas en general.”
01/21/2022 - Jeremy Grantham: LET THE WILD RUMPUS BEGIN
“GMO has a detailed set of recommendations available that I agree with. A summary might be to avoid U.S. equities and emphasize the value stocks of emerging markets and several cheaper developed countries, most notably Japan. Speaking personally, I also like some cash for flexibility, some resources for inflation protection, as well as a little gold and silver. (Cryptocurrencies leave me increasingly feeling like the boy watching the naked emperor passing in procession. So many significant people and institutions are admiring his incredible coat, which is so technically complicated and superior that normal people simply can’t comprehend it and must take it on trust. I would not. In such situations I have learned to prefer avoidance to trust.) ”
01/21/2022 - Dr. Albert Friedberg on Inflation and the Economy – Quarterly Investment Report “The single most important and pressing economic issue for the next few years will be inflation. Not the epidemic, not climate, not even growth but simply the accelerating rise in prices that was put into place by a succession of highly irresponsible and ignorant central bankers and blessed by irresponsible, trigger happy administration officials. Having been allowed to take root, inflation will destroy incomes and savings and decapitalize the wealth-producing sectors of the economy. Eventually, inflation will force the hand of normally timid central bankers to raise interest rates well above the rate of inflation. As the economy comes next to a screeching and painful halt, we should take to heart that the severity of the depression will be directly proportional to the debauchery that preceded it and to the unforgivable delay in taking proper measures.”
Link Here to Download the Report
01/20/2022 - Lacy Hunt on Negative Interest Rates
“When governments accelerate debt over a certain level to improve faltering economic conditions, it actually slows economic activity. While governmental action may be required for political reasons, governments would be better off to admit that traditional tools would only serve to compound existing problems. For a restless constituency calling for quick answers to economic distress and where inaction would be likened to an uncaring and insensitive attitude, this is a virtually impossible task.”
The Financial Repression Authority (FRA) educates investors, funds and retirees on the adverse risks resulting from good-intentioned macroprudential central bank policies, government fiscal policies and financial regulations focused on controlling excessive government debt, attempting to stimulate economic growth, and minimizing the potential for financial and economic crises. FRA provides consulting services, lead generation services and retirement solutions.
(*: indicates required .. Click on "Contact Us" once and your email will be sent to us. We will reply to you ASAP.)
Terms of Use and Disclaimer © 2015-2023 - Financial Repression Authority