Today on The Janssen Report (#75): my thoughts on the Alibaba IPO – I think it’s overvalued. Share with me what you think. How is this better or more sustainable than Facebook, Twitter or Amazon? Well, they are profitable! They look like a cashflow power house. But they have no …
Today on The Janssen Report (#74): Strong economic power bloc rising in the East, gold plays an increasingly important role. Economic world power is shifting from West to East. Is the East just smarter or is there something bigger at play? Whatever the case, China has been hoarding gold in …
Today on The Janssen Report (#73): Every US Resident Pays 730 Dollars on Federal Debt Interest This Year. What If Interest Rates Rise? The Congressional Budget Office (CBO) estimates 2014 interest payments on US federal debt to amount to roughly 233 billion dollars. This is the number in today’s low-interest …
Today on The Janssen Report (#72): Federal Reserve insolvent, leveraged debt is unsustainable. Federal Reserve Q2 2014 Quarterly Report metrics:Leveraged debt = 78 to 1 Mind you: there are many ways to analyze the balance sheet and there are more interesting metrics to cover.Another important analysis to be made is …
Today on The Janssen Report (#71): ECB will inflate their balance sheet by at least 700 billion euros to purchase so-called ‘assets’ in an attempt to stimulate the economy. I argue this will lead to inflation in asset markets, but the positive effect on the real economy will be limited. …
Today on The Janssen Report (#70): article appearing in the Foreign Affairs journal of the Council on Foreign Relations explains why central banks should print less money but give more directly to the people.Although this sounds great (free cash for everyone!), this is hardly a structural solution to the enormous …
Today on The Janssen Report (#69): window dressing leads to propped up macro-economic figures that makes the economy seem in relatively good shape. If window dressing tactics are excluded and we use the reporting methods that were used for decades before they were changed, then we see a significantly worse …
Today on The Janssen Report (#68): Would you trust a small group of people to run the world for you? Do you like the idea of placing your fate in the hands of a small elitist group controlling a one-world government, using a single world currency and operating a worldwide …
Today on The Janssen Report (#67): even mainstream economists and academics are starting to show their concern about the bubbles in the markets, which might be considered a small breakthrough. Stock investor credit balances are at massively negative levels indicating a huge increase in borrowing due to the cheap money …
Today on The Janssen Report (#66): TTIP and TTP: the dangers of these secretive “free trade” agreements, which actually represent a global corporate takeover. View this episode of The Janssen Report here: Link to the short awareness video: TTIP: a race to the bottom”, under 2 mins Links to my …