Viewing articles by Jim Sinclair

Posted by & filed under Jim's Mailbox.

Jim/Bill, A sign of things to come. “I always liked the famous scene in the movie Jaws where the film’s hero, police Chief Brody, finally gets a close-up look at the size of his killer shark nemesis. ‘We’re gonna need a bigger boat,’ he says, incredulous at the size of the monster fish.” These days,… Read more »

Posted by & filed under In The News.

Jim Sinclair’s Commentary Mr. Williams shares his latest with us. – Housing Starts Continued to Hold in Smoothed, Low-Level Stagnation, Never Having Recovered Pre-Recession Highs – Second-Quarter Starts Growth Slowed Sharply Amidst Downside Revisions – Downside Benchmark Revisions to Key Series Underlying the GDP Indicate Pending Downside Benchmark Revisions to the GDP – First- and… Read more »

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Jim/Bill, I guess we know what to expect come November. “While there are certain benefits, it sounds better to have a strong dollar than in actuality it is.” Says Trump. The $ will not “Trump” our President. But gold will “Trump” everything else. CIGA Wolfgang Rech Why the U.S. Strong-Dollar Policy Is Relic of Long-Gone… Read more »

Posted by & filed under In The News.

Dear CIGAs, Helicopter Money is the end of the financial world as we know it. Is Mad Max-ine running the Federal Reserve? There are problems much larger than anyone has yet mentioned. We live in a stretched beyond tight, credit world. When credit anywhere falls significantly, it puts pressure on the entire system. Today the… Read more »

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Jim, No bubbles any more – just expensive! By changing terminology you can avoid facing bad news. That potentially can go on forever! CIGA Larry It’s not a housing bubble — it’s just expensivePatrick Clark Home prices have hit record highs in some major U.S. metropolitan areas, and house-flippers are behaving like it’s 2005: It’s… Read more »

Posted by & filed under In The News.

  Jim Sinclair’s Commentary The latest from John Williams’ www.ShadowStats.com. – New Recession Remains Very Much in Play; Second-Quarter GDP Prospects Have Dimmed, with Auto Sales and Production Spiked by Prior-Month Downside Revisions – Never Seen Outside of Formal Recessions, Second-Quarter Production Showed Third Consecutive Set of Annual and Quarterly Contractions – Down in June… Read more »

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Jim, It caught my attention that the article I featured here listed the DB derivatives book at 52 Trillion euros. Then, a new article out on CNBC today (I included a link to it in my blog article above) put the figure at $75 trillion (US dollars). That’s quite a big difference even accounting for… Read more »