Business

Submitted by Mac Slavo via SHTFPlan.com,

In 2011, as gold prices rocketed to $1900 and oil was trading above $120 a barrel, there were few analysts who saw anything but further gains. But Marin Katusa of Katusa Research had a different opinion. At a major commodity conference Katusa, to boos and jeers from the audience, held strong to his analysis that an imminent deflationary collapse in commodity prices was on the horizon. And collapse they did.

It's not the economy, it's the debt, stupid...

h/t @NorthmanTrader

The G-20 Shanghai summit was a dud; China's People's Congress fizzled (even if it unleashed the biggest iron ore rally in history, however brief); and so - in a month full of expectations for major policy stimulus (which have so far been vastly disappointing), we approach the one event that is most actionable: the ECB's March 10 meeting and press conference, where expectations are, just like back on December 3, so great - some expect up to a 20 bps rate cut to -0.5%, others expect QE to be increased from €60BN to €70BN per month, yet others believe that Draghi will either extend the TLTRO,

Just when you thoughjt it was safe to chase the biggest short squeeze in history Fed vice-chair Fischer f##ked it all up...

The US equity market has only been more overbought 3 days in history...

Only Small Caps are green now as the fallout from Fischer's inflation furore escalates...