Charles Hugh Smith | TalkMarkets | Page 4

Charles Hugh Smith

Book Author, Blogger at Of Two Minds
Contributor's Links: OfTwoMinds.com
Charles Hugh Smith, has been an independent journalist for 22 years. His weblog, www.oftwominds.com, is a daily compendium of observations and analysis on the global economy and financial markets, as well as notable political, social ...more
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49 to 64 of 194 Posts
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Why The Dollar May Remain Strong For Longer Than We Think
Wednesday, September 17, 2014 3:08 AM EDT
I have long been a dollar bull, not for any over-arching reasons based on inflation, deflation, rising geopolitical multi-polarity or any of the other issues that touch on the dollar’s valuation vis-à-vis other currencies.
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Janus Yellen And The Great Transition From Risk-On To Risk-Off
Tuesday, September 16, 2014 3:51 AM EDT
In ancient Roman religion and myth, Janus is the god of transitions--beginnings and endings of conflict, war and peace, journeys, trades and eras. Janus has two faces, as befits a god that looks both to the future and to the past.
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Is Risk-On About To Switch To Risk-Off?
Monday, September 15, 2014 7:37 AM EDT
Human memory being what it is, almost three years of risk-on euphoria has created the illusion that risk-on is The New Normal that will continue on for years to come.
In this article: SPX, VIX
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The Hidden Value Of Gardens
Monday, September 15, 2014 3:07 AM EDT
Long-time readers know I tend to see the big issues of our era in small things. For example, I see capitalism's primary flaw--the market's inability to value whatever markets cannot price--in our society's blindness to the full value of vegetable gardens.
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What If The Easy Money Is Now On The Bear Side?
Friday, September 12, 2014 3:52 AM EDT
File this under Devil's Advocate: what if the easy money in the stock market is no longer the "guaranteed" Bull melt-up but the Bearish bet on a sudden air pocket?
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Why Has Classical Capitalism Devolved To Crony-Capitalism?
Thursday, September 11, 2014 3:42 AM EDT
The money-shot: "People of privilege will always risk their complete destruction rather than surrender any material part of their advantage."
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How The China Boom Unravels: One Person At A Time
Wednesday, September 10, 2014 2:49 AM EDT
The dashing of youthful expectations of open-ended wealth and security for everyone with a college degree is highly combustible when combined with a popping real estate bubble and systemic corruption.
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Could The Alibaba Model Undo The Wal-Mart Model?
Monday, September 8, 2014 11:33 PM EDT
Longtime correspondent Bill M. reckoned I missed the longer-term story in my piece on the Alibaba IPO: namely, that the Alibaba Model of makers selling directly to buyers could undo the Wal-Mart Model of super-stores dependent on massive inventory.
In this article: WMT, BABA
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The China Boom Story: Alibaba And The 40 Thieves
Monday, September 8, 2014 8:24 PM EDT
I suspect the Alibaba IPO may well prove to be the high water mark of the China Boom Story in more ways than one. Behind the rah-rah, Alibaba's fair market value is problematic:
In this article: BABA
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Stocks Have Reached A Permanently High Plateau
Monday, September 8, 2014 5:56 PM EDT
A permanently high plateau of stock prices is a marvelous innovation. One glance at a chart of the S&P 500 tells us that stock prices have reached what looks like a permanently high plateau. Here's how we can identify a permanently high plateau...
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Here's Why The Market Could Crash--Not In Two Years, But Now
Friday, September 5, 2014 8:57 AM EDT
Markets crash not from "bad news" but from the exhaustion of temporary stability.
In this article: VIX
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Have We Reached A Financial Singularity?
Thursday, September 4, 2014 4:56 AM EDT
Longtime correspondent B.C. recently proposed that the global stock markets have reached a Financial Singularity in which trading machines now control the markets
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Central Bank Monetary Policy Enables Us To Put Off Real Reforms
Wednesday, September 3, 2014 3:40 AM EDT
This cycle of entrenched interests protecting their skims and scams via central bank monetary policy is self-liquidating.
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The Underbelly Of Corporate America: Insider Selling, Stock Buy-Backs, Dodgy Profits
Tuesday, September 2, 2014 10:25 AM EDT
Where is the data proving Corporate America isn't borrowing billions of dollars and using the nearly-free money to buy back shares? Buying back shares reduces the float (stocks available for purchase by the public), reducing supply and creating demand which pushes prices higher.
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Is There Capitalism After Cronyism?
Saturday, August 30, 2014 7:27 PM EDT
Socio-economist Immanuel Wallerstein asks a larger question: can the current iteration of global capitalism be reformed, or is it poised to be replaced by some other arrangement?
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Can A National Quasi-Religion (Pro Sports) Go Broke?
Friday, August 29, 2014 11:15 AM EDT
Attending costly games is on the margins of the household budget. When the credit card gets maxed out, attending is no longer an option.
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49 to 64 of 194 Posts
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