Cheap money is grounding flights all over America – and that’s just the beginning.
Porter & Co. is looking for a “maniacal” distressed debt analyst… see the end of this email for details… * "Battleship" Stocks That Are Truly Unsinkable * The Magic of Capital Efficiency + Time * The Difference Between "When" Stocks and "If" Stocks Late last month, the Wall Street Journal passed along a “great” stock
Homebuilders have reported fewer new construction starts every month since March. That’s the longest stretch of declines since the housing crisis of 2007. And homebuyers have even begun walking away from their deposits – cancellations are above 15% for the second consecutive month.
The price of U.S. Treasury bonds is collapsing. Since the end of July, the 10-year Treasury rate has risen sharply, from a yield of 2.65% to over 4.3% now. There haven’t been bigger losses in the U.S. Treasury bond market, EVER.
"We're all in it together" - How governments use fear to manipulate voters. Preparing for a "Hurricane". A currency of energy: Bitcoin. You can't print copper.
The Next Phase of the Bear Market will start with a Subprime Auto Credit Collapse, then a Commodities Crash and finally Consumer Panic. Lucky Lopez buys repo’d cars. He’s a 20-year veteran of the auto industry. As a car dealer and auction buyer, Lopez sits on the frontline
How a Homebuilder Beat All the High-Flying Tech Stocks of the 1990s… Home sales are collapsing… Existing home sales fell 3.4% in May. That’s the fourth straight month of declines. Inventory is growing fast, too. It’s up 1.2 million units, an increase of 12.6% from
How Driftwood Will Turn $2 Billion into $100 Billion With Two Permits and Bechtel. What Happens When Political Delusions Run Headlong into Economic Realities. Sunday, September 7th, 2008 was a bad day for Hank Paulson. The U.S. Treasury Secretary (and former CEO of Goldman Sachs) was dealing with a
How two brothers (you’ve never heard of) became America’s largest producers of natural gas… What they’re doing next will make billions and transform the global market for energy. “The company’s corporate slogan ought to be death to Saudi Arabia.” The media and our political leaders are