Macro Briefs - A World of Investments

West in Crisis – Strong vs Poor Leadership – Good and Bad Times

A little thought experiment about how we got here, where the abuse of power is, the current poor leadership, and the dangers associated with it. Finally, the consequences for the economic/financial systems and society. In 1961, The Warning About the Military-Industrial Complex Video: Eisenhower Farewell Address (Best Quality) – ‘Military Industrial Complex’ WARNING […]

West in Crisis – Strong vs Poor Leadership – Good and Bad Times Read More »

Week in Review: 3-7 October 2022

Weekly Briefing

Summary: The hot topics of this week included the reduction of the oil production target by OPEC+, the application of more sanctions on Russia by the EU, and the revelation of the U.S. unemployment rate and the non-farm payrolls for September. Although the unemployment rate remains at low levels, the payrolls showed signs of deceleration.

Week in Review: 3-7 October 2022 Read More »

Weeks in Review: 19-30 September 2022

Weekly Briefing

The past weeks in review: The FED raised rates by 0.75 %. No surprise. But the speech was very hawkish and the markets are expecting rates to continue rising until something breaks in the economy or the financial markets. Other central banks have the same stance: attacking high inflation with higher interest rates. The stock

Weeks in Review: 19-30 September 2022 Read More »

The Dollar as a Reserve Currency – The Rise and Fall of the Petrodollar

Macroeconomics

Rise and possible fall of the US dollar. How did it become so powerful? What is the petrodollar? The answer to these and other questions in the videos below… Video: How Global Trade Runs on U.S. Dollars | WSJ Channel: Wall Street Journal Video: UNDERSTANDING PETRODOLLAR: US DOLLAR, OIL PRICES & SAUDI ARABIA (EITS #5)

The Dollar as a Reserve Currency – The Rise and Fall of the Petrodollar Read More »

Money Supply: M0, M1, M2 and The Financial System

Macroeconomics

A collection of videos explaining the money supply and the mechanisms of the financial system. Video: Money supply: M0, M1, and M2 | The monetary system | Macroeconomics | Khan Academy Channel: Khan Academy Video: Money creation in a fractional reserve system | Financial sector | AP Macroeconomics | Khan Academy Channel: Khan Academy Video:

Money Supply: M0, M1, M2 and The Financial System Read More »

Week in Review: 12-16 September 2022

Weekly Briefing

The past week: The August consumer price index (CPI), a measure of price the inflation, has been released – higher that forecasted by the economists. This was the excuse for the end of the relief rally of the days 7-12 September. And the tumble was big (example: NASDAQ). The markets are negative and bearish. Everybody

Week in Review: 12-16 September 2022 Read More »

Perspective: The Coming Months

Weekly Briefing

A little perspective series trying to foresee the next 6-12 months. Video: Jeffrey Sachs: “We’re in a crisis and it will get worse in the coming months.” Channel: Prague Finance Institute Video: The Big Crash I Predicted Is Upon Us… But It’s Time to Get Rich: Robert Kiyosaki Channel: Stansberry Research Video: Economist: ‘The storm

Perspective: The Coming Months Read More »

Investing in Precious Metals – Gold, Silver and Platinum

Commodities

A short collection of videos about the precious metals market. Video: Investing in Gold and Silver – An Educational Precious Metals Webinar hosted by Mark Yaxley of SWP Channel: Strategic Wealth Preservation – SWP Video: Gold vs Silver: Expert Shares Top 5 Coins and Bars To Own, Best Mix Channel: Stansberry Research Video:

Investing in Precious Metals – Gold, Silver and Platinum Read More »

Energy and Economic Crisis in Europe

Macroeconomics

A playlist of recent videos about the ongoing and future crisis in Europe. Prepare for the winter! Video: The European Cost Of Living Crisis! Channel: Patrick Boyle Video: ‘It keeps me awake at night’ – how the cost of living crisis is affecting everyday life Channel: Channel 4 News Video: Northern Ireland hit

Energy and Economic Crisis in Europe Read More »

Week in Review: 22-26 August 2022

Weekly Briefing

An important week, with the Jackson Hole economic symposium at the top of the interest of the market participants. The Fed seems determined to bring down inflation – the markets got scared on Friday afternoon. Will the trend continue next week? Probably. The FED is Serious…So He Says! Video: Federal Reserve Chairman Jerome Powell speaks

Week in Review: 22-26 August 2022 Read More »

Financial Crisis, Recession and Politics – Gloom and Doom, or Reality?

Macroeconomics

Some relatively pessimistic videos about the current state of affairs in the world. But some facts are true. Listen to a wide variety of opinions and broaden the scope of your macroeconomic analysis. Take your conclusions. Video: Why Recessions May Be Inevitable Channel: CNBC Video: The Global Elites’ Secret Plan for the Next Financial Crisis

Financial Crisis, Recession and Politics – Gloom and Doom, or Reality? Read More »

Week in Review: 8-12 August

Weekly Briefing

This week and the rest of the month aren’t expected to bring big news. Market feeling is mixed. The bear market rally seems to be running out of energy, and another descend may occur from September onwards, if recession is confirmed and if the FED signals more tightening. EU Inflation Source: CNN Annual inflation in

Week in Review: 8-12 August Read More »

Week in Review: 1-5 August 2022

Weekly Briefing

This week the market’s expectations have been confronted with the reality of job growth in the USA, high inflation numbers coming out of the UK and a pessimistic view of the future by the Bank of England. The bear market rally may have halted or cooled down for now. Will the FED signal additional large

Week in Review: 1-5 August 2022 Read More »

China’s Impending Crisis

Macroeconomics

A walk through China’s housing and debt crisis… Video: Evergrande: the end of China’s property boom | FT Film Channel: Financial Times Video: Is China’s property market about to go bust? | Chinese Whispers | SpectatorTV Channel: The Spectator Video: China’s International Debt Crisis Channel: Patrick Boyle

China’s Impending Crisis Read More »

Central Bank’s Balance Sheets, Monetary Policy and Inflation

Macroeconomics

This is a brief selection of material about quantitative easing (purchase of assets by the central banks) and its’ consequences. Quantitative easing and the FED balance sheet Video: What is Quantitative Easing? Channel: The Plain Bagel Video: Explaining the Federal Reserve’s balance sheet Channel: KansasCityFed Video: Federal Reserve Balance Sheet Explodes! Why

Central Bank’s Balance Sheets, Monetary Policy and Inflation Read More »

Money Printing, Inflation and Gold

Commodities

Inflation is not a new phenomena, but most people have not worried about it in the past decades because it has been under control in most of the western and developed countries. However, due to the injection of liquidity in the economic system in recent years (2008 and since 2020), inflation is growing at an

Money Printing, Inflation and Gold Read More »

Week in Review: 25-29 July 2022 – Major Comments and Forecasts

Weekly Briefing

WEEK IN REVIEW US GDP and Recession? Yes/No/Maybe Source: Trading Economics The American economy shrank an annualized 0.9% on quarter in Q2 2022, following a 1.6% drop in Q1 and technically entering a recession, the advance estimate showed. Most investors were expecting a 0.5% growth although some were betting on a negative

Week in Review: 25-29 July 2022 – Major Comments and Forecasts Read More »

Exploding World Debt

Macroeconomics

The yield curve is, “extremely inverted,” at this point and, “the global economy is in free-fall, it’s not going to stop,” he exclaims to our Daniela Cambone. “The system demands that debt be created, every day by every mechanism possible,” Mannarino explains as the government intends to, “exert more economic control on people.” He concludes

Exploding World Debt Read More »

Recession? Let’s a Look at the Car Market…

Macroeconomics

The car market bubble may be collapsing and prices are going to crash. Video: The Car Market Bubble Is Collapsing Channel: Andrei Jikh Synopsis: The car market has been on fire, with rising prices during 2021 and 2022, due to supply shortages and increased demand. The increased demand has been fueled by stimulus checks

Recession? Let’s a Look at the Car Market… Read More »

Markets Ahead

Weekly Briefing

Taking a look at the charts, together with the macroeconomic scenario, it is hard not to forecast the beginning of another selling frenzy soon… Next week we’ll have developments regarding the natural gas markets in Europe, and GDP data coming from the USA and EU. As usual, the big cap and most volatile stocks may

Markets Ahead Read More »