The Wall Street Examiner’s Lee Adler, Russ Winter of Winter Watch, and Aaron Krowne of the Mortgage Lender Implode-o-meter discuss the false signals of a growing economy, and other issues affecting the markets in this week’s podcast.
Here’s what we covered in Part 1, free to all visitors:
- Ponzi house of mirrors economy with no real economic demand
- Japan’s public pension problem and Confederate States of America money printing
- Will the Fed shrink it’s balance sheet?
- The end of QE2 will cause dislocation
- Speculators are the straw men of rising oil prices. The Fed is the real villain
- Politics full of straw men issues
- Corporate kleptocrats pay almost no taxes
- And more!
Topics covered in Part 2 for Radio Free Wall Street subscribers only:
- How The Fed and Treasury greased the skids for the Bernanke press briefing, but liquidity will turn more bearish on Friday
- The dollar index is plumbing multi year lows
- The trouble with gold and silver
- The misleading nature of the Case Shiller housing index
- Where is housing headed. Interesting signals from the rental market
- The stock market outlook, near and longer term
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Thanks for macro insights. Had not realized the severity of the Japanese supply chain disruptions, nor the probable impact on Japanese purchases of US Treasury debt.
BBC on the same issue this evening: http://www.bbc.co.uk/news/13218449
The new reality is suddenly dawning on the MSM. We heard it here first from Russ and Lee: http://ftalphaville.ft.com/blog/2011/04/28/555411/japans-stunning-stats-yosanos-new-nightmare/
Thank you.