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Author Archives: Martin Fluck
The Game is Up for the Commodity Super-Cycle as the Yo-Yo Years Begin
If a blizzard of awful Chinese economic data isn’t enough to convince you that China is heading into a deflationary slump and the commodity “super-cycle” is coming to an end, then the deepening crisis in the euro-zone should be. That’s because not only will a massive reduction in foreign lending by European banks hurt investment in emerging markets, but supplier economies will be hit disproportionately, as they were post-Lehman.
Posted in Commodities, Companies, Economy, Uncategorized Tagged Australia, Austria, BHP Billiton, Brazil, Canada, China, ECRI, Europe, France, Germany, Italy, Japan, Korea, Lehman Brothers, Morgan Stanley, Taiwan, US, Yo-Yo Years 1 Comment
Germany’s Best Option is to Leave the Euro, Says JPMorgan
As the cost of a euro-zone break-up continues to rise exponentially, JPMorgan has concluded that Germany’s best option is to leave the euro. With German taxpayers outraged by the dangerous rise in credit risk resulting from a plethora of backdoor bail-out schemes, carrying on regardless now looks politically suicidal for Chancellor Merkel in the wake her party’s worst state election result in Nordrhein Westfallen since the second world war.
Posted in Bond markets, Economy, Politics, Uncategorized Tagged banking crisis, Bundesbank, Germany, Greece, Italy, JPMorgan, Spain, Target2 Leave a comment
EPA Confirms Fracking Had No Bearing On Water Quality in ‘Gasland’ Town
Gasland, the Oscar-nominated anti-fracking documentary, which sensationally claimed that fracking has polluted water so badly in the small town of Dimock, Pennnsylvania that it has become flammable, had already been exposed as a pack of lies - much like Al Gore’s discredited propaganda movie An Incovenient Truth. Now, the Environemental Protection Agency has confirmed that the drinking water in Dimock is perfectly safe.
Posted in Global Warming Scare Tagged Cabot Oil & Gas Corp, climate, fracking, natural gas Leave a comment
Waking Up to the Whiff of Corruption at Green Mountain Coffee Roasters
Green Mountain Coffee Roasters was a scandal waiting to happen. There’s been something fishy about their accounting from the outset. The business strategy it was pursuing was a classic example of front-end loading, where revenues and cash flows today are exaggerated in order to fool the unsuspecting investors into thinking that profitability can be maintained. Specifically, they pursued a highly aggressive acquisition strategy to create an illusion of growth. So the fact that their growth has finally cratered shouldn’t come as a surprise to anyone paying the least attention to the game they’ve been playing.
Posted in Companies, Uncategorized Leave a comment
Solar Power Has Been Totally Eclipsed by Gas
Generous solar subsidies were never going to survive in an age of austerity and cheap natural gas. Nowhere is this more apparent than in Germany. Solar energy was supposed to herald a new age of clean energy, and provide thousands of green jobs, but not a single solar manufacturer is expected to survive there. With governments elsewhere, like Italy, also ending their tax payer funded bonanzas, the industry is facing total collapse, globally.
Posted in Commodities, Companies, Global Warming Scare, Uncategorized Tagged First Solar, Germany, Italy, solar energy, US Leave a comment
Ecofascism Has Wrecked The Global Warming Movement
The climate scare is collapsing as taxpayers and investors realize that shackling the economy with taxes, regulations, and unaffordable subsidies is economic suicide. The messianic doomsayers have overplayed their hand, and opened up their junk science to ridicule.
Posted in Global Warming Scare, Politics, Uncategorized Tagged Australia, cap-and-trade, climate, environmentalism, EPA, Goldman Sachs, US, Wall St Leave a comment
To Win the Election, Obama and Romney Must Promise to Break Up the Big Banks
Campaigning for a break-up of the big banks has gone mainstream. If Obama is to win the election, he will have to stand up for the middle class, which is fed up with the unfairness of the present economic system. This means he will have to tackle the concentration of bank power that continues to threaten economic stability. For while the overarching purpose of the Dodd–Frank reforms was to end Too-Big-Too-Fail, it may actually be increasing banking industry concentration and preventing the economic recovery.
Posted in Companies, Economy, Fund Management, Politics, Uncategorized Tagged Bank of America, Citigroup, Dodd-Frank, Federal Reserve, financial crisis, France, Goldman Sachs, JP Morgan Chase, Morgan Stanley, Too-Big-Too-Fail, UK, US, Wells Fargo Comments closed
How Long Before Eastern Europe Rebels Against EU Austerity?