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1987年、1990年、2000年を予言した男:金利、BRICS、現金に関するマーク・ファーバーのフィルターなしの警告 マーク・ファーバーは、グローバルファイナンス界で最も尊敬され、恐れられる声の一つとして君臨している。50年以上の経験を持ち、1987年の暴落、日本のアセットバブル、ドットコム狂乱を予言した彼の言葉は、主流の分析家たちが到底及ばない重みを持つ。インフレの本当の状況、アメリカの金保有の安全性、および通貨そのものの未来について彼が語る時、賢い投資家たちは耳を傾ける。 伝説的な実績 ➡️ マーク・ファーバーは、50年以上の株式市場経験を有している。 ➡️ 彼は1987年10月の暴落、1990年の日本バブル崩壊、2000年のドットコムバブル崩壊を目撃しただけでなく、予言もした。 ➡️ 伝説的な『Gloom Boom Doom Report』の編集者として、世界中の購読者に容赦ない分析を提供し続けている。 インフレの現実チェック ➡️ 公式統計では、米国と欧州のインフレ率はわずか2〜3パーセントと主張されている。 ➡️ ファーバーは、Shadowstatsの厳密な計算を引用し、実際の消費者コスト上昇率は年率10.5パーセントに近いと指摘する。 ➡️ これらの隠れたコストには、保険、住宅、教育、自動車が含まれ、これらは操作された公式数字をはるかに上回るペースで上昇している。 フォートノックスの金への疑念 ➡️ ファーバーは、アメリカの金準備がフォートノックスに安全に保管されているかどうかについて、深刻な疑念を抱いている。 ➡️ 彼は、過去の当局者や大統領が誰にも気づかれずに金を移した可能性を公に疑問視する。 ➡️ 「教えてくれ、アメリカ人の言葉にどれだけの価値があるのか?」と彼は鋭く問いかけ、ベトナム戦争からの裏切られた約束から、郵便投票をめぐる疑惑の選挙結果までを言及する。 上昇する利回りと長期サイクル ➡️ 1981年から2020年までの40年間にわたる低下金利の後、新しい上昇トレンドが始まった。 ➡️ ファーバーは、この上昇サイクルが2040年または2045年頃まで続き、1981年に見られた15パーセントのピークを上回る可能性があると予想する。 ➡️ より高い借入コストは、企業の経費に直接影響を与え、最終的には消費者の価格上昇につながる。 BRICSとザ・ユニット ➡️ BRICS諸国は、ドル依存を減らすために、金に裏打ちされた取引通貨「The Unit」のパイロット版を立ち上げた。 ➡️ この動きは、米国による外国通貨準備の繰り返しの押収に続くものである。 ➡️ ファーバーは、中央銀行に対し、米国の保管から物理的な金を引き揚げるよう助言する。なぜなら、そこに存在すること自体が未検証だからだ。 AIの勝者と敗者 ➡️ 人工知能による大規模な技術シフトにより、ほとんどの企業が破産するだろう。 ➡️ 生き残ったごく少数の企業が、この過程で巨額の利益を上げる。 ➡️ アジアは、欧州の成長を阻害するグリーン活動家や過度な社会主義介入がないため、構造的な優位性を享受している。 現金の推奨 ➡️ ファーバーは、現在の状況で分散投資を行い、巨大なリスクを避けることを強く勧める。 ➡️ ほぼ全員が株式、不動産、収集品に殺到しており、低リターンの現金は群衆から愛されずに取り残されている。 ➡️ この事実こそが、現金を今まさに興味深いものにしている。誰も欲しがらないからこそだ。 ➡️ リスクオフの瞬間が訪れた時、現金が王様になる。まさにウォーレン・バフェットが長年述べてきた通りだ。 結論 マーク・ファーバーは、50年にわたるキャリアを定義づけたのと同じ率直さでこのインタビューに臨んだ。彼は信頼の侵食、隠れたインフレ、危険な政策介入の世界を見据えつつ、分散投資と今誰も欲しがらない現金への新鮮な視点を通じて、明確な前進の道を示す。 誰もが次のバブルを追いかける時、現金が王様だ。 HT: YouTube Kettner-Edelmetalle (Gold & Silber) #MarcFaber #GloomBoomDoom #RealInflation #FortKnoxGold #BRICS #InterestRateCycle #CashIsKing
Jun 11
THE MAN WHO CALLED 1987, 1990, AND 2000: MARC FABER'S UNFILTERED WARNING ON RATES, BRICS, AND CASH Marc Faber stands as one of the most respected and feared voices in global finance. With more than fifty years of experience that includes calling the 1987 crash, the Japanese asset bubble, and the dotcom mania, his words carry weight that mainstream analysts simply cannot match. When he speaks about the true state of inflation, the safety of American gold, and the future of money itself, smart money listens closely. THE LEGENDARY TRACK RECORD ➡️ Marc Faber has more than five decades of stock market experience under his belt. ➡️ He not only witnessed but also predicted the October 1987 crash, the Japan bubble collapse in 1990, and the dotcom bubble burst in 2000. ➡️ As editor of the legendary Gloom Boom Doom Report, he continues to deliver unvarnished analysis to subscribers around the world. THE INFLATION REALITY CHECK ➡️ Official statistics claim inflation runs at just 2 to 3 percent in the United States and Europe. ➡️ Faber cites rigorous calculations from Shadowstats showing actual consumer cost increases closer to 10.5 percent per year. ➡️ These hidden costs include insurance, housing, education, and automobiles that far outpace the manipulated official numbers. THE FORT KNOX GOLD DOUBT ➡️ Faber harbors serious doubts that America's gold reserves remain safely stored in Fort Knox. ➡️ He wonders aloud whether past officials or presidents may have removed the gold without anyone noticing. ➡️ "Tell me, what is the word of an American worth?" he asks pointedly, referencing broken promises from Vietnam to questionable election results involving mail-in ballots. THE RISING YIELDS AND LONG-TERM CYCLE ➡️ After four decades of falling interest rates from 1981 to 2020, a new rising trend has begun. ➡️ Faber expects this upcycle to last until around 2040 or 2045 and possibly exceed the 15 percent peaks seen in 1981. ➡️ Higher borrowing costs will feed directly into business expenses and ultimately higher prices for consumers. THE BRICS AND THE UNIT ➡️ BRICS nations have launched a pilot gold-backed trading currency called The Unit to reduce reliance on the dollar. ➡️ This move follows repeated US seizures of foreign currency reserves held in America. ➡️ Faber advises central banks to pull their physical gold out of US custody because its very existence there remains unverified. THE AI WINNERS AND LOSERS ➡️ Massive technological shifts driven by artificial intelligence will cause most companies to go bankrupt. ➡️ A select few survivors will make enormous amounts of money in the process. ➡️ Asia enjoys a structural advantage because it lacks the green activists and heavy socialist interventions that stifle growth in Europe. THE CASH RECOMMENDATION ➡️ Faber strongly advises to diversify and avoid taking huge risks in the current climate. ➡️ Almost everyone is rushing into stocks, real estate, and collectibles, leaving cash with low returns and unloved by the crowd. ➡️ This very fact makes cash potentially interesting right now, precisely because nobody wants it. ➡️ When the risk-off moment arrives, cash becomes king, exactly as Warren Buffett has long described. THE BOTTOM LINE Marc Faber entered this interview with the same directness that has defined his five-decade career. He sees a world of eroding trust, hidden inflation, and dangerous policy interventions, yet he offers a clear path forward through diversification and a fresh look at cash that nobody else seems to want right now. Cash is king when everyone else is chasing the next bubble. HT: YouTube Kettner-Edelmetalle (Gold & Silber) #MarcFaber #GloomBoomDoom #RealInflation #FortKnoxGold #BRICS #InterestRateCycle #CashIsKing
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Jun 11
THE MAN WHO CALLED 1987, 1990, AND 2000: MARC FABER'S UNFILTERED WARNING ON RATES, BRICS, AND CASH Marc Faber stands as one of the most respected and feared voices in global finance. With more than fifty years of experience that includes calling the 1987 crash, the Japanese asset bubble, and the dotcom mania, his words carry weight that mainstream analysts simply cannot match. When he speaks about the true state of inflation, the safety of American gold, and the future of money itself, smart money listens closely. THE LEGENDARY TRACK RECORD ➡️ Marc Faber has more than five decades of stock market experience under his belt. ➡️ He not only witnessed but also predicted the October 1987 crash, the Japan bubble collapse in 1990, and the dotcom bubble burst in 2000. ➡️ As editor of the legendary Gloom Boom Doom Report, he continues to deliver unvarnished analysis to subscribers around the world. THE INFLATION REALITY CHECK ➡️ Official statistics claim inflation runs at just 2 to 3 percent in the United States and Europe. ➡️ Faber cites rigorous calculations from Shadowstats showing actual consumer cost increases closer to 10.5 percent per year. ➡️ These hidden costs include insurance, housing, education, and automobiles that far outpace the manipulated official numbers. THE FORT KNOX GOLD DOUBT ➡️ Faber harbors serious doubts that America's gold reserves remain safely stored in Fort Knox. ➡️ He wonders aloud whether past officials or presidents may have removed the gold without anyone noticing. ➡️ "Tell me, what is the word of an American worth?" he asks pointedly, referencing broken promises from Vietnam to questionable election results involving mail-in ballots. THE RISING YIELDS AND LONG-TERM CYCLE ➡️ After four decades of falling interest rates from 1981 to 2020, a new rising trend has begun. ➡️ Faber expects this upcycle to last until around 2040 or 2045 and possibly exceed the 15 percent peaks seen in 1981. ➡️ Higher borrowing costs will feed directly into business expenses and ultimately higher prices for consumers. THE BRICS AND THE UNIT ➡️ BRICS nations have launched a pilot gold-backed trading currency called The Unit to reduce reliance on the dollar. ➡️ This move follows repeated US seizures of foreign currency reserves held in America. ➡️ Faber advises central banks to pull their physical gold out of US custody because its very existence there remains unverified. THE AI WINNERS AND LOSERS ➡️ Massive technological shifts driven by artificial intelligence will cause most companies to go bankrupt. ➡️ A select few survivors will make enormous amounts of money in the process. ➡️ Asia enjoys a structural advantage because it lacks the green activists and heavy socialist interventions that stifle growth in Europe. THE CASH RECOMMENDATION ➡️ Faber strongly advises to diversify and avoid taking huge risks in the current climate. ➡️ Almost everyone is rushing into stocks, real estate, and collectibles, leaving cash with low returns and unloved by the crowd. ➡️ This very fact makes cash potentially interesting right now, precisely because nobody wants it. ➡️ When the risk-off moment arrives, cash becomes king, exactly as Warren Buffett has long described. THE BOTTOM LINE Marc Faber entered this interview with the same directness that has defined his five-decade career. He sees a world of eroding trust, hidden inflation, and dangerous policy interventions, yet he offers a clear path forward through diversification and a fresh look at cash that nobody else seems to want right now. Cash is king when everyone else is chasing the next bubble. HT: YouTube Kettner-Edelmetalle (Gold & Silber) #MarcFaber #GloomBoomDoom #RealInflation #FortKnoxGold #BRICS #InterestRateCycle #CashIsKing
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Once again, we didn’t get a rate cut from Too Late Powell, due to this bear market rally in oil and inflation. Counter-Rallies in bear markets are normal. Now we have to wait for the bearish move in oil to play out, and the Fed will begin its rate-cutting cycle, and appetite for cryptos will skyrocket #Macro #FED #InterestRateCycle
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Debt Mutual Funds Performance Snapshot | Feb 2026 Key Observations from the latest data (as on 03-02-2026): • Short & Ultra-Short Duration funds continue to deliver stable returns with controlled interest-rate risk • Corporate Bond & Banking & PSU funds show superior accrual efficiency with relatively predictable YTM • Dynamic & Gilt funds reflect higher dispersion—performance remains highly duration-sensitive • Credit Risk funds offer elevated YTM, but with visible spread in maturity and volatility—selectivity is critical 📌 Full performance matrix covers: 1Y Returns | Avg Maturity | Modified Duration | YTM (%) 🔗 Join my Telegram channel for daily MF research & matrices: t.me/ MVCmKWU5l6BiYzFl ⚠️ Disclaimer: Content shared is for informational purposes only and should not be construed as investment advice or a recommendation. Mutual fund investments are subject to market risks. Past performance may not be indicative of future results. Investors should assess suitability based on their risk profile or consult a qualified financial advisor. #DebtFunds #FixedIncome #MutualFundResearch #InterestRateCycle #PortfolioConstruction
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Don’t Waste This Pause. India’s macro engine is revving quietly — and smart capital is already repositioning. 📉 After a 100 bps rate cut and ₹2.5 lakh crore liquidity boost, the RBI has laid the foundation for India’s next upcycle. But the market hasn’t fully priced it in yet. 🔑 In PL Capital’s July 2025 India Strategy Report, Head of Research Amnish Aggarwal outlines where opportunity is quietly building: Read the full article here: plindia.com/blogs/dont-waste… #IndiaStrategy #PLCapital #RBIratecut #CreditRevival #IndianMarkets #NSE #BSE #StockMarketIndia #SmartInvesting #BankingSector #HousingDemand #FestiveDemand #MarketOutlook #InterestRateCycle #Macroeconomy #InvestSmart #GrowthOpportunities
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Thanks for great insight... Metals are cyclical by nature n entry is critical. When interest rates drop borrowing becomes cheaper, infrastructure projects pick up, and demand for metals surges. But we must remember to stay patient and hold through the cycle to enjoy maximum returns. Always focus on companies with low debt n efficient management in such times.keep the quality of the business in mind and avoid over leveraged companies. Need to do thoroughly study following metal n infra companies . Kindly note its just for study not any buy/sell/hold recommendations Metal Comp #Tata Steel #JSW Steel #Hindalco Ind #Vedanta #SAIL Infra Comp. #L&T #Tata Projects #HCC #GMR Group #Reliance Infra #InterestRateCycle #MetalStocks
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The RBI recently changed its stance of monetary policy from “withdrawal of accommodation” to “neutral”. Have you ever wondered why interest rates change over time? We decoded the interest rate cycle in our last webinar. Let’s look at the highlights! (1/n) #InterestRateCycle #RBIPolicyShift
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Keep it SIMPLE ↗️Rates up ↘️Credit down 👉🏽Bitcoin down ⤵️ ↗️Rates down ↘️Credit up 👉🏽Bitcoin Up ⤴️ #bitcoin #crypto #matketcycle #MarketIQ #macro #fed #liquidity #creditcycle #interestratecycle
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15 Jan 2023
"Interest rate cycles can provide opportunities for savvy investors. Stay informed and adjust your strategy accordingly #investing #interestratecycle"
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10 Aug 2022
Been too long since you lived through an interest rate cycle? Raise your comfort level with our two-minute read, ECB Rate Hike 👉 candriam.com/en/professional… #investing4tomorrow #interestratecycle #inflation #deflation #ecb #fixedincome #ecbhike #sustainablefinance
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મોંઘવારીથી જલદી રાહત મળશે, મંદીની આશંકા પણ ઘટશે : RBI ગવર્નરનો આશાવાદ #IndiaInflation #RBI #RBIGovernor #ShaktikantaDas #GlobalRecession #InterestRateCycle gsamachar.page.link/4h6rhDKo…

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યુરો ઝોનમાં મોંઘવારીનું સ્તર ઈતિહાસમાં સૌથી ઉંચી સપાટીએ #Eurozone #Inflation #Europeanunion #Worldinflation #Interestratecycle gsamachar.page.link/mZDJoDJh…

સસ્તી લોન લેવા પડાપડી : બેંક ધિરાણ 13% વધીને 3 વર્ષની ટોચે Read more: bit.ly/3b75WFG #BankLoanCredit #BankCredit #RBIReport #BankDeposit #BankingSystemLiquidity #RBIRateHike #InterestRateCycle
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Increasing rates are positive for debt free companies and individuals!! Ofcourse there may be some reduction in economic demand with decreased liquidity; will cool off inflation and so on till the next phase of economic cycle #InterestRateCycle #FederalReserve #RBI
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Did we just see the pivot of the #InterestRateCycle? Good thing, we don't really feel it for the first part of the cycle (next 17.5 years). Its the following part of the cycle (into 2050) where rates will get 'painful' again. via therationalinvestor.com/
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