Financial Sense

Fish: The Overlooked Destabilizer in the South China Sea
Stratfor's picture

China is pushing outward. The country has made steady moves to reclaim its role as the pre-eminent power in the Pacific Rim. This expansion, however, differs from those made at any other time in its history. For most of China's existence...

Why NIRP (Negative Interest Rates) Will Fail Miserably
Charles Hugh Smith's picture

What NIRP communicates is: this sucker's going down, so sell everything and hoard your cash and precious metals. The last hurrah of central banks is the negative interest rate policy—NIRP. The basic idea of NIRP is to punish savers so severely...

Bert Dohmen Is Uber-Bearish and Here's Why
FS Staff's picture

Bert Dohmen, founder of Dohmen Capital Research, is uber-bearish and believes that it is time for investors to panic (before everyone else does) given a potential collapse of the stock market greater than what we saw in 2008. Here's what he had to say on Thursday's podcast...

The Urban Bubble in Commercial Real Estate
Neil Howe's picture

According to national headlines, commercial real estate (CRE) is thriving—with observers pointing to high prices and increased foreign investment as signs of recovery. A closer look at the industry, however, reveals a more complicated...

Selling Pressure Wanes But Credit Markets Still Troubling
Chris Puplava's picture

Selling pressure is drying up but for a bottom formation we need credit markets to begin to improve. The market is either testing or hitting new lows while the % of stocks hitting 4-week, 12-week, and 52-week lows is drying up, similar to the August/September bottom…

Oil Prices Down Again on Energy Debt and Inventories Data
Oil Price's picture

One hundred and thirty-eight years after the first US bicycle club was formed (the Boston Bicycle Club), and crude prices are freewheeling lower once more. We have equity markets spiraling lower, as fears of global economic weakness...

Move Over Greece, It's Italy's Turn - George Friedman Sounds the Alarm on European Banking Crisis
FS Staff's picture

Financial Sense recently had the pleasure of speaking with George Friedman, internationally recognized geopolitical forecaster and best-selling author, to get an update on escalating problems in Europe. George says Greece was not an outlier, but merely a precursor...

Capital Flight Intensifies in Italy and Spain
Michael Shedlock's picture

Money continues to pour out of Italian and Spanish banks for safer havens. This month I note a curious side effect: A huge amount of money went into French banks instead of German banks. The following table shows the winners and losers.

Federal Reserve to Test Negative Interest Rates
Global Risk Insights's picture

In a recently released annual report, the Federal Reserve issued rules for stress-test scenarios that include a move to negative interest rates. While the report is careful to categorize the scenarios as merely hypothetical, investors would be...

Clueless Fed?!
Axel G Merk's picture

"The Fed doesn't have a clue!" - I allege that not only because the Fed appears to admit as much (more on that in a bit), but also because my own analysis leads to no other conclusion. With Fed communication in what we believe is...