Financial Sense

Global Industrial Trends Coalesce
Kurt Kallaus's picture

By Kurt Kallaus – The Global Economy began a new expansion phase in 2016 after the Oil market exited a severe 2-year recession. We have highlighted many examples of improving financial risk, new records highs in leading indicators and...

Bond Bear Bubbleheads
Brady Willett's picture

By Brady Willet – Conventional wisdom holds that with central banks’ beginning to throw their experimental policies into reverse the strings holding the asset price boom together are slowly being cut. No disagreement here. But while the divergence between...

Hindenburg Omens Flashing Major Warning Signal for the Stock Market
FS Staff's picture

FS Staff – Today's chart comes from Jason Goepfert at where he shows the total number of Hindenburg omens for the S&P 500, Nasdaq, Dow Jones Industrial Average, and the Russell 2000. In sum, "we're seeing a market that is split between...

China’s July Leverage Data Comes in Hot, Drawing Rebuke From IMF
ValueWalk's picture

By ValueWalk – It is often difficult to ascertain the actual level of credit and liquidity in China, as the “shadow banking” segment is near $8.5 trillion strong. But China’s Total Social Financing (TSF) data, released Tuesday, attempts to do...

The Apocalyptic Vision of Stephen K. Bannon
Stratfor's picture

By Stratfor – History may not repeat itself precisely, but according to Steve Bannon, it sure does rhyme. And the rhyme we are soon to hear, according to the White House chief strategist, will echo epochal crises like the Great Depression, the Civil War, and the American Revolution.

Retail Sales, Dudley, Wages
Tim Duy PhD's picture

Some quick thoughts for the day. First, New York Federal Reserve President William Dudley gave an extended interview to the Associate Press. Definitely worth the time to read. Overall, Dudley continues to adhere to what amounts to the Fed's median...

Todd Mariano: Turkey Greater Risk than North Korea
FS Staff's picture

By FS Staff – With geopolitical uncertainties injecting more volatility into the markets, Financial Sense Newshour sat down with Todd Mariano at Renaissance Macro to get his thoughts on North Korea and other hot spots around the globe, including Turkey...

Gold Prices 'Shed Crisis Premium' as N.Korea's Kim 'Backs Down' to 'Foolish Yankees'
Adrian Ash's picture

By Adrian Ash – Gold prices fell 1.4% in Asian and London trade Tuesday, erasing all of August's prior gains as world stock markets rose for a second day amid reports of easing tensions between the US and North Korea after last week's...

Complacency Doesn’t Rule
Matthew Kerkhoff's picture

Matthew Kerkhoff – Until just recently, stock market volatility had been exceptionally low, leading many to believe that this market had become “complacent.” That assessment elicits concern because of many view complacency as a...

Why You Should Read The Art of Contrary Thinking
FS Staff's picture

FS Staff – There are times when a particular book is just dying to be read...and right now is one of those times. As Jim Puplava discussed on our show over the weekend, every investor should read The Art of Contrary Thinking, written by Humphrey Neill...