Vigilant Investor Vigilant Investor Surfing the Great Credit Bubble and its unwind. Discussions about how your investment evironment and economy are changing. Don't be a fall guy! Articles
Government Confirms the Obvious: Prices Rising most in 17 Years
2008-01-16 16:15:00 Because words have meanings, let’s be clear: inflation (the expansion of money supply and credit) has caused prices to rise by the largest amount in 17 years. While this has been obvious to all but those driving their Maybach’s on Wall Street or locked in the ethereal world of economic academia, where theoretical calculations ... More About: Economy , Government , Inflation , Years , Obvious
U.S. Leadership Role In Question = Questionable Leadership?
2008-01-16 16:04:00 Geopolitical perception is as important as anything when weighing economies and accurately accessing the pricing mechanisms of markets. Here are a few headlines of interest that should have you questioning the prevailing paradigm of the majority. Saudi Arabia: Market Dictates Production RIYADH, Saudi Arabia (AP) - Saudi Arabia will raise oil production only when the market justifies ... More About: Economy , Question , Leadership , Role
Asian Markets Plummet 5.4% as False Paradigm Exposed
2008-01-16 15:00:00 Good morning to you! Asian Markets Plunge on Worries That US Is Sliding Into Recession; Hong Kong Sinks 5.4 Percent HONG KONG (AP) — Asian markets plunged Wednesday on growing speculation the U.S. economy — a vital export market — is sliding into a recession that could lead to a global slowdown. Investors dumped stocks after an ... More About: Economy , Finance , Inflation , Housing Bubble
Woe is the U.S. Economy ? and to anyone who still buys into the false econo
2008-01-16 05:31:00 We’ve been hammering on this long before we started Vigilant Investor in April of 2005. Our primary theme: The U.S. Economy has been operating on a false paradigm that would catch up to it and result in serious pain. Yet now we learn that Moody’s — smarting from loss of credibility due to reckless ratings ... More About: Inflation , Housing Bubble , Oil , Currency
Effects of Inflation Catching Up With U.S.
2008-01-15 06:33:00 If we said it once, we’ve said it a thousand times: Inflation ain’t the price of things going up. Its the consequence of printing too many dollars and expanding too much credit out of thin air, which is all the Fed has ever done since its creation. Hence, while many can’t figure ... More About: Economy , Finance , Housing Bubble , Currency
Secret Federal Reserve Meeting Video Released
2008-01-09 18:40:00 A source has provided us with this grainy, black and white video clip from a 2005 Federal Reserve meeting. We are told this has been the standard opening for all meetings over the last seventy years. Share This More About: Video , Released , Secret , Meeting
Fed Exposed in Lego Campaign Piece
2008-01-08 20:02:00 We’ve been monitoring the campaign of Ron Paul simply because he is the only candidate running for U.S. president that is willing to push a conversation about the Federal Reserve and its roll in enabling the housing bubble and the current credit crisis. This is a creative piece done in the popular ... More About: Video , Economy , Finance , Currency , Campaign
From the ?If only it were a joke? department
2008-01-08 12:00:00 This New York Time’s hit piece on the “free market” (The Free Market: A False Idol After All?) would be laughable if it didn’t epitomize an all too common tirade against free markets made by authors who probably should or do know better. Worse than inventing a straw man, author Peter Goodman, like so ... More About: Economy , Joke , Department , Currency , Gas Prices
Update from Faber
2008-01-07 20:42:00 Dr. Marc Faber was on BloombergTV again today. He’s always worth a listen. He’s been pretty accurate in his calls for a credit crisis over the last few years. We couldn’t agree more with his observation that the U.S. economic policy makers have misdirected the economy towards consumption instead of capital formation and savings. As such, ... More About: Video , Economy , Commodities , Currency , Gas Prices
2008 Kicks Off Dubiously Enough
2008-01-07 20:07:00 Well, we’re seven days into 2008 and the headlines have pretty much picked up where we left off prior to the Christmas Holiday: Gold, Platinum Rise to Records in London as Crude Oil Jumps - Bloomberg (01/03/2008 05:10 AM) U.S. Stocks Drop, Sending Dow Average to Worst Start Since 1983 ... More About: Economy , Kicks
Vigilant Investor has Moved!
2008-01-02 06:03:00 Don’t Worry!! Vigilant Investor is still around. However, it is no longer hosted at www.ernharth.com. Over the next few weeks, you can keep reading Vigilant Investor at its temporary location at www.ernharth.com/vi/, but that will only be until we move that content and commentary permanently to www.vigilantinvestor.com. This may cause problems for ... More About: Economy
Cutting Through the Noise
2007-12-25 07:15:00 Amid all the corporate and Wall Street desperation to jump-start consumers through the holiday season, here’s a piece I’ve always found to be refreshing through all the noise. Merry Christmas and Happy Holidays to all! Share This More About: Video , Noise , Cutting
Cutting Through the Noise
2007-12-25 07:15:00 Amid all the corporate and Wall Street desperation to jump-start consumers through the holiday season, here’s a piece I’ve always found to be refreshing through all the noise. Merry Christmas and Happy Holidays to all! Share This More About: Video , Noise , Cutting
Advent ?07
2007-12-23 07:33:00 As part of our Pavarotti holiday remembrance started last week, enjoy Ave Maria on this last Advent of 2007. Share This More About: Economy
Advent ?07
2007-12-23 07:33:00 As part of our Pavarotti holiday remembrance started last week, enjoy Ave Maria on this last Advent of 2007. Share This More About: Economy
Lost at Sea in the Perfect Financial Storm
2007-12-21 00:45:00 “Its like playing in the band on the Titanic…some people think you have a job, the music is playing, its going to be ok. But we’re sinking. The ship is sunk. This will get worse for banks before it gets better. That’s a direct quote from an old friend ... More About: Economy , Lost , Financial , Storm , Currency
Lost at Sea in the Perfect Financial Storm
2007-12-21 00:45:00 “Its like playing in the band on the Titanic…some people think you have a job, the music is playing, its going to be ok. But we’re sinking. The ship is sunk. This will get worse for banks before it gets better. That’s a direct quote from an old friend ... More About: Economy , Lost , Financial , Storm , Currency
Economic fundamentals still suggest problems ahead
2007-12-18 21:52:00 For your information, here is listing of relevant articles providing context for our fundamental economic environment… Second wave of SIV liquidity problems looms The funding problems for the structured investment vehicles (SIVs) that have been at the centre of this year?s liquidity troubles are far from over in spite of a number of banks stepping in ... More About: Economy , Inflation , Housing Bubble , Oil , Currency
Economic fundamentals still suggest problems ahead
2007-12-18 21:52:00 For your information, here is listing of relevant articles providing context for our fundamental economic environment… Second wave of SIV liquidity problems looms The funding problems for the structured investment vehicles (SIVs) that have been at the centre of this year?s liquidity troubles are far from over in spite of a number of banks stepping in ... More About: Economy , Inflation , Housing Bubble , Oil , Currency
$500 Billion ?Injection? Hits Euro System
2007-12-17 18:19:00 Reports Bloomberg: The cost to borrow in euros for two weeks plunged after the Euro pean Central Bank added an unprecedented $500 billion to the banking system as part of a global effort to ease credit-market gridlock through year-end. The amount banks charge each ... More About: Economy , System , Inflation , Housing Bubble
$500 Billion ?Injection? Hits Euro System
2007-12-17 18:19:00 Reports Bloomberg: The cost to borrow in euros for two weeks plunged after the Euro pean Central Bank added an unprecedented $500 billion to the banking system as part of a global effort to ease credit-market gridlock through year-end. The amount banks charge each ... More About: Economy , System , Inflation , Housing Bubble
?Tis the Season
2007-12-16 15:23:00 With the Christmas fast Approaching, we thought a few clips of Pavarotti’s holiday performances might be a nice addition for those inclined. Above is Gesu Bambino circa 1975. We’ll add a few more next weekend and into the holiday as a year-end tip of the hat to one of the greatest ever. Share This More About: Video , Season
James Turk: Liquidity won?t help insolvency
2007-12-14 12:33:00 Today a guest article from colleague James Turk . The opinions below are the author’s only and do not necessarily reflect those of Vigilant Investor or Ernharth Group, and those affiliated with this site will not be held liable for consequences from acting on the information. Please seek professional investment advice before acting on any educational ... More About: Economy
Wholesale Prices Jump Most in 34 Years!
2007-12-13 18:00:00 We’ve warned, warned, and warned again: The CPI charade would eventually be unable to hide the damage of excessive money and credit expansion. Today’s news suggest the news might finally be getting out: Wholesale prices shot up 3.2 percent, the biggest jump in 34 years, propelled by a record rise in gasoline prices. I ... More About: Economy , Years , Jump , Prices
Short-Term Capital Mismanagement LLP Fund Update
2007-12-13 16:55:00 The Hedge Fund manager has issued a year end update. Here are some snippets: Our Widows & Orphans Enhanced Money-Market Fund is under investigation by the Federal Trade Commission. It seems our use of the word “enhanced” is deemed incompatible with “real sorry we gambled that dollar you gave us for safekeeping on collateralized-debt obligations ... More About: Humor , Housing Bubble , Update , Short-term
Liquidity Fest 2007
2007-12-13 05:02:00 Last week we were treated to a housing bailout that really wasn’t, which sent the market into a multi day rally. Yesterday it was a .25% cut in the Fed Funds rate, which apparently wasn’t enough when it was followed by a U.S. market plunge at the 2:00 p.m. announcement. Today we’re presented with a humdinger of ... More About: Economy , Finance , Housing Bubble , Currency , Debt
Housing ?Rescue? a Drop in the Bucket, Mostly PR
2007-12-11 03:15:00 Paul Krugman did some back of the envelope math on the housing rescue plan: Now, the idea of the deal is that it will avoid foreclosures, which are very costly ? losing 40 to 50 percent of the value of the mortgage, according to some estimates. Suppose that?s right ? and that virtually all ... More About: Economy , Housing , Crash , Rescue , Bubble
Credit Debt Up $ 1.29 Trillion in 3rd Quarter
More articles from this author:2007-12-07 22:10:00 Total credit market debt in the U.S. economy grew in the 3rd quarter from $ 46.573 to 47.864 trillion. Measured against GDP, the ratio of debt to GDP has hit a record 343%. Mind you, two years ago in 2005 the ratio was at 308.1%, and for sobering reference, the last time credit ... More About: Economy , Credit , Currency , Debt , Crash 1, 2, 3, 4, 5, 6, 7 |
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