Financial Sense

Secular Bull Market Has Years Left to Run
Jeffrey D Saut's picture

“Nothin’ from nothin’ leaves nothin’ (Billy Preston)” . . . is the first line from Billy Preston’s hit song “Nothing From Nothing” recorded in 1974 on the album “The Kids & Me.” It was a song one of my bands used to play in an era long gone by.

Is the Global Reflation Trade Out of Steam?
BCA Research's picture

The confluence of a more dovish Fed since mid-February and evidence that China’s policy stimulus is stabilizing growth there has been instrumental in lifting risk assets over the last quarters. Two macro dynamics are critical to the outlook for...

A Squeeze Play in the Making
Patrick O'Hare's picture

The suicide squeeze play in baseball is a sight to behold. It is filled with tension because it involves a binary outcome. The runner trying to make it home from third base will either be safe or out. There is no middle ground.

The Case for $50 Oil Solved
Kurt Kallaus's picture

Oil has almost doubled in price over the past four months, so the Oil glut must be over?! Of course not, the glut remains. A supply glut or shortage is not required for prices to rise and fall and indeed it can be misleading for proper...

Here's Why All Pension Funds Are Doomed, Doomed, Doomed
Charles Hugh Smith's picture

There are limits on what the Fed can do when this bubble bursts, as it inevitably will, as surely as night follows day. It's no secret that virtually every pension fund is a dead man walking, doomed by central banks' imposition of low yields on...

The Solar Story Is Just Getting Started
Robert Rapier's picture

Several years ago, when I was working on my book Power Plays, I spent a lot of time thinking about the future of energy. One thing I concluded was that solar power would become one of the world’s most important sources of energy...

Charles Bolin's Detailed Investment Outlook - Market Topping, Economic Data in Decline
Charles Bolin's picture

This article is a supplement to a podcast for Financial Sense and provides an update to my outlook for the markets based on the Investment Model that I described in Seeking Alpha last month. The model consists of 37 Indicators and about 100 sub-indicators...

Cuddling and Egg McMuffins Show Economic Slowdown Underway
FS Staff's picture

What do escorts and McDonald’s have in common? Both are responding to the end of economic growth, says Andrew Zatlin of Moneyball Economics. When times get tough and people are less willing to part with their money, businesses get creative. Zatlin tracks...

What the Greek Deal Does and Does Not Do
Marc Chandler's picture

For investors, the most important thing about the favorable review of Greece's implementation of last year's agreement is that it effectively removes it from the list of potential disruptive factors in the coming quarters.

Gold Rush Losing Glitter
Kurt Kallaus's picture

With Billionaires George Soros, Stanley Druckenmiller, Paul Singer and what seems like every analyst on the planet talking up Gold, what can go wrong? In fact, it’s impressive that the alleged “Smart Money” has also surged...