Credit Bubble Bulletin – The Wall Street Examiner

Real and Illusory Credit – Frederick J. Sheehan

Frederick Sheehan Contributors- Economic and Financial May 8, 2013 0 Comments

“When Ro-Ro goes No-No” expounded upon the ultimate futility of conjuring illusory wealth. Bernard Connolly’s analysis, “Rethinking the Rogoff-Reinhoff Thesis,” made the case. Connolly wrote…

“Just the Facts” Doug Noland

a Wall Street Examiner Other Guys January 10, 2011 0 Comments

AsiaTimes
Jan 11, 2011
CREDIT BUBBLE BULLETIN
Just the facts
Commentary and weekly watch by Doug Noland

WEEKLY WATCH
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January 7 – Bloomberg (Tim Catts and Sapna Maheshwari): “Company bond sales in the U.S. reached a record this…

Get Ready for the Coming Bond Market Bloodbath

Janet Yellen has now confirmed that the Treasury will run out of money in October, as we already knew from our tracking of the data. Congress will be forced to raise the debt ceiling. Treasury supply will mushroom at the same time as the Fed begins to cut its market support operations. The RRP slush fund will affect the timing of the coming disaster. But we know its coming and we have a good idea of when.

Meanwhile the BLS has fomented a completely false picture of inflation. I explain that in this report. It’s blatant.

Constructive Signs for Gold Digging

The cycle picture is hazy. The table at left (subscriber version) is my best guess. A short term low is due, but at a lower projection. The would-be 13-17 week cycle up phase has gone nowhere, despite a new projection that points higher. If it doesn’t get out of this range soon, it would suggest the possibility of a wicked down phase ahead. If the price holds above the May-August downtrend line as shown on this chart (subscriber version), that would be constructive

Tag: Credit Bubble Bulletin

Real and Illusory Credit – Frederick J. Sheehan

“Just the Facts” Doug Noland