Financial Sense

The Art of the Probe
Ben Hunt PhD's picture

I’ve written a lot about The Common Knowledge Game – here, here, and here – because it’s the game of markets, i.e., it’s the central contribution of game theory to understanding how markets work. I’ve also written a lot about...


China Curbs Gold Buying as US Stocks & Dollar Rise Before Fed
Adrian Ash's picture

Prices to buy gold in London's wholesale market headed for a 1% weekly drop Friday, slipping to $1166 per ounce as the US Dollar extended its gains following Donald Trump's US presidential victory, denting currencies worldwide...


California’s Growing Public Pension Crisis
Independent Institute's picture

The Kersten Institute for Governance and Public Policy at Stanford University has a project that tracks the liabilities of pension funds for state government workers across the nation, where the liabilities represent the gap between...


New OPEC Production Limits Yield Winners — But Will They Last?
Global Risk Insights's picture

The Organization of Petroleum Exporting Countries (OPEC) has imposed production limits that will bring many states economic gains — but are they likely to last? As the core international group of oil exporters, OPEC announced...


What Comes After the Trump Rally?
Andrew Zatlin's picture

The market has ripped 5% higher in just a few weeks after Trump’s nomination. But the rally isn’t coming from the largest companies that are weighted more heavily in the S&P 500. In fact, these companies aren’t performing...


Turkey Maneuvers to Escape Its Dollar Trap
Stratfor's picture

In Turkey, patriotism appears to be running deeper than a profit motive. A number of major Turkish companies in the past few days have announced that they will heed President Recep Tayyip Erdogan's behest announced Friday to convert...


Irexit: Ireland May Have to Consider Leaving the EU
Christopher Quigley's picture

Since the Brexit vote this summer most national and international media outlets were focused on the American presidential election. However, one story that got lost in the Trump firestorm was the fact that it increasing looks...


The Great Middle Class Revolt Gets Bigger
Clif Droke's picture

With the US presidential election now behind us, many investors feel they can finally breathe easy again after a nail-biting period of uncertainty since last year. The rally in the major equity market indices since Nov. 9 has been in...


Is the US Workforce Nearing Full Recovery? Don't Trust the Unemployment Rate for the Answer!
Doug Short's picture

We've updated our monthly workforce analysis to include last week's Employment Report for November. The unemployment rate beat expectations by dropping from 4.9% to 4.6%, and the number of new nonfarm jobs...


Rising Bond Yields Could Send $250 Billion Into Equity Funds
ValueWalk's picture

A sustained recovery in US 10-year bond yields to 2.5% could drive a rotation of $250 billion from developed market bond funds into developed market equities according to proprietary analysis from Deutsche Bank. This forecast was...


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