Lee Adler and Russ Winter discuss how the boom bust cycle in natural gas ties in with the strong cyclical uptrend in durable goods, and why all will collapse when the Fed is forced to stop propping. The question is…
Monthly Archives: March 2012
Everybody Wants To Be Al Capone
by Lee Adler • • Comments Off
Lee Adler and Russ Winter discuss why financial crimes aren’t scandals any more, and Lee tells how much higher the market will go and for how much longer, while Russ, beaten into near submission by the corrupt system only meekly…
What If There’s a Bank Run?
by Lee Adler • • 1 Comment
Russ Winter and Lee Adler, joined by Aaron Krowne, argue the likelihood of a bank run, what the Fed would do, and what the impact would be. This is a subscriber only podcast. If you are not a subscriber, click…
Winter Fights The Tape In Central Bank Sponsored Mania
by Lee Adler • • Comments Off
Lee Adler says this central bank supported mania can run for a while, while Russ Winter cites a bearish litany, while Aaron Krowne leans toward the bearish view. Who’s right? This is a subscriber only podcast. If you are not…
Goldman Names Joseph Crony Head of Doing God’s Work
by Lee Adler • • Comments Off
Russ Winter, Aaron Krowne, and Lee Adler discuss the appointment of Joseph Crony to replace that disgruntled ingrate Greg Smith, in doing God’s Work. Other issues this week include signs that the fraud bubble may be peaking, peak zero integrity,…
Could There Be Such A Thing As Many Likely Black Swans?
by Lee Adler • • Comments Off
By definition a black swan is the unexpected. Russ Winter thinks there are many potential black swans, and lists a few potential ones. Lee Adler thinks that they’re out there, but they always are preceded by warning signs. This is…
The Real Impact of The Fed’s Trial Balloon
by Lee Adler • • Comments Off
Lee Adler, Russ Winter, and Aaron Krowne discuss the Fed’s panic reaction to the Dow’s 200 point down day, and what it really means for the market, along with the latest on the Greek deal, and the increasing college student…
Mispriced Sovereign Debt, Chances For US Political Upheaval, And Market Outlook
by Lee Adler • • 6 Comments
Lee Adler, Russ Winter, and Aaron Krowne discuss black swans everywhere, the outlook for a US political meltdown, the ridiculous and screwed up valuations of European sovereign debt, and their inherent mispricing, and the outlook for stocks and bonds. This…