Category Archives: Global Economy

Jason Kelly on Wall St. for Main St.

In a 43-minute, commercial-free interview with Mo Dawoud of Wall St. for Main St., I discussed my background, Japan’s economy, Japan after the Fukushima disaster, and The 3% Signal. You’ll find a detailed time/topic index below the YouTube panel. 01:12 My Background: How an English Major Became an Investor 03:35 Leaving IBM to Become a […]

Also posted in 3Sig, Japan, Media Appearances | Comments closed

Kunstler’s Zombie Deathwatch Forecast

Here’s one for all you cynics with eyes wide open. James Howard Kunstler posted his “Bang and Whimper” forecast at Phil’s Stock World, and it’s a humdinger. Some highlights: The biggest political shock awaiting us is the massive disruption of the major party nominating conventions next summer, when thousands of angry citizens descend on Tampa […]

Also posted in Stock Market Forecasts, US politics | Comments closed

An EU Crisis Scenario

From yesterday’s Kelly Letter comes the following excerpt from the January Policy Brief from The Peterson Institute for International Economics: Faced with the reality of failing adjustment programs, difficult politics, and rising risks that one or more peripheral nations may rebel, or Germany may rescind its support, investors may simply decide that the cumulative risks […]

Also posted in Sovereign Debt | Comments closed

Does Egypt Matter to Investors?

Good morning! Let’s look at Egypt: ______________________________ OVERVIEW Oil Prices | Oil gets expensive when there’s trouble in the Middle East, but Egypt is a minor player. Global Inflation | Egypt’s uprising provides evidence that the sinking dollar is creating inflation that hurts emerging economies. Food Prices | Emerging economies are especially prone to social […]

Also posted in Finance at First Light, Geopolitics, Inflation | Comments closed

“Something Enormous” in China

I’m concerned that inflation is taking hold in China and will accelerate into hyperinflation that sends China’s economy over the edge. The following appeared in the Want China Times last week: “China continued to be the largest money-supplying country in 2010 as its M2, a broad measure of money supply, was up 19.46 percent at […]

Also posted in Inflation | Tagged | Comments closed
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