All posts in " Interest Rates "
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Bonds & The Record High Short Position Can Majority Be Wrong?

By admin / October 8, 2018

  QUESTION: Hi Marty, Can you help us better understand the dynamics of the sovereign debt crisis as it relates to US Treasuries? I know we are in a global debt crisis, which will also impact US Treasuries but it seems like short treasuries is the current consensus (I believe they are currently at the biggest […]

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Directional Changes & the Worst in 40-Years

By admin / September 21, 2018

QUESTION: Marty; Your directional changes are amazing. They signal a change but it can be a turn as well as a sudden blast to the upside. You also mention that this is the worst you have ever seen personally in 40 years on the private blog. Could you elaborate? Thank you for being here. There are […]

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Real Estate & Understanding The Role of Debt

By admin / August 22, 2018

QUESTION: Dear Sir/Madam Thank you so much for what you all do. I was just reading today’s Blog 17-08-2018 –  ‘ Real Estate – Leverage – Transition to the Reset ‘.   The bit I did not understand was where it was written  ‘ Keep in mind that as the currency declines, then the repayment cost […]

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Who is the Fool? The Borrower or the Lender?

By admin / August 20, 2018

Many people worry about over-indebtedness and point to a default of borrowers. It is interesting how the view of debt is always the low-life borrower. In reality, the real stupidity rests with the lender. Many are pointing to US corporate debt and stating that it has grown to an estimated US $ 7 trillion and they […]

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Fed Upgrades Economy to Strong

By admin / August 2, 2018

The talk behind the curtain remains that the Fed is still under pressure to PLEASE don’t raise rates. The lobbying continues from the IMF, ECB, and Emerging Markets. Meanwhile, the Fed leaves rates unchanged, but it upgraded its view of the US economy to ‘strong’ which remains a signal that the Fed is still prone to raise rates […]

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By admin / August 2, 2018

The talk behind the curtain remains that the Fed is still under pressure to PLEASE don’t raise rates. The lobbying continues from the IMF, ECB, and Emerging Markets. Meanwhile, the Fed leaves rates unchanged, but it upgraded its view of the US economy to ‘strong’ which remains a signal that the Fed is still prone to raise rates […]

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European Banks Lending in USA Rather than Europe?

By admin / August 1, 2018

European banks have been lending in the United States quiet aggressively because (1) the economy is doing good so there is a demand for loans contrary to Europe, and (2) the behind the curtain view that the euro will decline and the dollar will rise. During the first half of 2017, European banks have lent […]

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Trade Wars & Rising Interest Rates – The Top Concerns of Fund Managers

By admin / July 25, 2018

The interesting fact is that the majority of fund managers today have reduced their equity allocation to their lowest level since November 2016 according to Reuters. The reason for this is their focus of trade and their assumption that the Great Depression was caused by a PROTECTIONISM. According to yet a recent monthly report by […]

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Russia Dumps US Bonds – Is it Politics or Yield?

By admin / July 24, 2018

QUESTION: Mr. Armstrong; It appears that Putin also follows your model. He has been selling all debt significantly for it seems he is listening to your forecast that interest rates will rise sharply so get out of government bonds. Do you see his selling because of rate increases or politics as some are trying to […]

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Interest Rates Lock & Load or Stay Nimble?

By admin / July 24, 2018

QUESTION:  Hi Marty, I continue to read your blog and if I understand correctly, interest rates are going up. My question is, can one profit from higher interest rates such as buying CD or bank stocks like Wells Fargo? ANSWER: The one thing you do not want to do is buy a CD with maturity. As […]

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