Solari Update: Equity Overview with Chuck Gibson
Solari Update: Equity Overview with Chuck Gibson: Yields and Volatility of Stocks vs. Bonds
"Nine-tenths of wisdom is being wise in time."
~~ Teddy Roosevelt
By Catherine Austin Fitts
For decades, the G-7 economies have been the beneficiary of a long-term bull market in bonds. That has made it inexpensive for sovereign governments to borrow and spend, fueling economies throughout Europe, North America and the developed world. As government and corporate bond issuance has risen, institutional and household savings have poured into the bond and fixed income markets, seeking and finding safety. As interest rates have fallen, bonds prices have held values or risen.
The signs that this bull market in bonds is coming to an end are growing. As debt levels increase and developed economies slow down, credit quality has suffered. Regulators are preparing to shrink the financial sector with resolutions that dispense with "too big too fail" policies. And the possibility that interest rates could rise are growing. Certainly, it is hard to imagine that they have further to fall.
Will significant investment leave the fixed income market? And where is that investment going to go?
This Thursday, I will be speaking with Chuck Gibson, managing member of Financial Perspectives and my partner at Sea Lane Advisory, LLC, in the San Francisco Bay Area, for our 2nd Quarter Equity Overview. Chuck will walk us through the relative yields and stability in the bond and equities markets. He has prepared outstanding charts to help you see the changes underway. This presentation builds on the "1st Quarter Equity Overview" - if you have not read it, check it out on the transcript on the subscriber resource page.
I will start with Money & Markets including a review of the events in the precious metals markets over the last week. Do post your questions for Ask Catherine and for Chuck on the blog!
In Let's Go to the Movies, I will discuss an interview by Charlie Rose of Jeremy Grantham, co-founder and chief investment strategist of Grantham Mayo Van Otterloo. Grantham explains the difficulties facing investors when we do not govern our resources and economy in a fundamentally sound way. His comments give perspective and support to the long-term trends Chuck and I will be discussing in this Equity Overview.
This will be a good one. You don't want to miss it!
From The Blog
April 18
Equity
Overview with Chuck Gibson: Yields & Volatility of Bonds vs.
Stocks
April 25
Hamilton Securities with Jon
Rappoport
May 2
Creating Successful Conspiracies
with Kimberly and Foster Gamble
What a Surprise: Cyprus Forced to Sell its
Gold
Cypriot politicians have reacted with fury to
news that the crisis-hit country will be forced to find an
extra €6bn (£5bn) to contribute to its own bailout, much
of which is expected to come from savers at its struggling
banks.
Human Genome: US Supreme Court Hears Patents
Case
The case relates to a lawsuit filed by the
American Civil Liberties Union in 2009, and centres on
whether companies should be able to patent genes.
Scientists Make "Laboratory-Grown"
Kidney
A kidney "grown" in the laboratory has been
transplanted into animals where it started to produce urine,
US scientists say.
Parties Switch Roles Over Possible U.S. Sale
of New Deal TVA
It seems like an idea all Republicans
would love: the U.S. sells the largest federally owned power
company.
Gold Plunges Most in 33 Years in Record-High
Trading
Gold plunged the most in 33 years amid
record-high trading as an unexpected slowdown in China's
economic expansion sparked a commodity selloff from
investors concerned that more cash will be needed to cover
positions.
Solari Stories - A State of
Amusement
Do you want to know what's really going on?
Watch our weekly Solari Story:
"We're in a situation where we've been operating for 500 years in a financial model. I call it the Central Banking Warfare model. So imagine if an entire global society is doing the waltz and we think we need to change to the tango. Well, you know if everybody's doing one dance it's not so easy for one person to change." Watch the video...
New stories posted on Wednesdays.
Getting to Real Solutions
"I am a great fan of Bonnie Faulkner and her radio
show Guns & Butter. Bonnie did an interview series on Guns &
Butter called "Unpacking Mr. Global." It seemed like a great
follow up to that series to invite Bonnie to talk about how
we ensure that we invest our time and idea in ways that
bring about real solutions."
~~ Catherine Austin Fitts
Audio recordings available to Solari Report subscribers here.
Just A Taste - Pass Go and
Pass Mr. Global
Get a "taste" of the Solari
Report with this video excerpt from last week's
report:
"We're into a new phase, we've gone beyond the financial coup d'etat and now we're watching a whole wave after the election of increased ownership or an increased effort to control politically and control assets." Watch the video...
About The
Solari Report
A live, weekly one-hour briefing with
Catherine Austin Fitts and specialized experts, the Solari Report helps to navigate you
through the shifting political and financial climates while
building your wealth.
Here is what one listener says about Catherine Austin Fitts:
"Catherine is such an original thinker. She always educates me versus beating me over the head with the same memes I hear over and over on alt media."
Learn more and subscribe here.
Nothing in this Solari Update should be taken as individual investment advice. Anyone seeking investment advice for his or her personal financial situation is advised to seek out a qualified advisor or advisors and provide as much information as possible to the advisor in order that such advisor can take into account all relevant circumstances, objectives, and risks before rendering an opinion as to the appropriate investment strategy.