„Ich habe keine Lust mehr, in die USA zu gehen“
Dortige Wahlen sind weitgehend Betrug, sagt Marc Faber, Herausgeber des Gloom Boom Doom-Newsletters. Früher habe schlanker Staat Europäer angezogen,…
Characteristics of the first Phase of the Piercing of the greatest global investment Mania
Monthly Market Commentary: August 1, 2026
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The Greatest Global Investment Mania in modern History
BofA just published a chart about the concentration of companies in historic investment manias beginning with the railroad mania of the late 19th century. Usually, when the bubble theme reaches a heavy concentration (around 40% of the stock market capitalization) a collapse follows. As I have argued in the past, the rules of the game are changing…
Marc Faber
How Monetary Inflation Facilitates Non-Productive Activities and the Illusion of Wealth
My friend, the highly respected, “pure” and dogmatic Austrian Economics protagonist, Frank Shostak recently published for the Mises Institute an article with the title, Is Deflation Bad for the Economy? The economist Joseph Schumpeter had postulated that, “The capitalist engine is first and last an engine of mass production which unavoidably also…
Increased Complexity through Simultaneous Demand and Supply Destruction
Against my expectations, the major stock indices in the US broke out on the upside and made new highs over the last ten days. However, from a technical point of view the new highs are not particularly impressive. While market breath improved the number of stocks that trade above their 200-day moving average is disappointing. Furthermore, if we…
How the Iran War is tightening Global Liquidity
Last month, I also postulated that I could not be enthusiastically bullish about government bonds because compared to consumer price inflation, their yield was not particularly high. However, I noted that as a believer that we would shortly experience massive asset price deflation in just about everything (such as we just saw in cryptocurrencies,…
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