FS Staff's picture

Jim Puplava responds to feedback received over the last few months. Has the 2014-2016 crisis window been delayed? What happened to peak oil and metals? Are you still positive on the markets and the economy?

Oliver Inderwildi PhD's picture

Rapid technological advancements can make previously uneconomic resources and/or feedstock available within significantly reduced timeframes. This can and will further transform the global energy landscape and moreover...

Charles Hugh Smith's picture

Nobody really believes the official narrative that the "recovery" is powering the remarkable strength of U.S. stocks, bonds and real estate. The real Main Street economy is quite obviously struggling, outside the energy and Federal government sectors, and so...

BCA Research's picture

There are high odds of further gains in coming months as business confidence picks up, and hiring and capital spending gain traction leading to a narrowing output gap.

Global Risk Insights's picture

The deadly Ebola virus has continued to spread across West Africa, with dire secondary effects on the affected countries’ economies.

Stratfor's picture

Russia and Ukraine continue to confront each other along their border. Iraq has splintered, leading to unabated internal warfare. And the situation in Gaza remains dire. These events should be enough to constitute the sum total of our global crises, but they're not.

Jeffrey D Saut's picture

Evidently, the “lucid dreamers” on Wall Street practiced their skills two weeks ago as professional traders were sneaking large “buy orders” into the equity markets on the closing bell. Simultaneously, the Commitment of Traders’ Report showed those same traders were dramatically reducing their “short sale” bets.

Sober Look's picture

China's official housing index now shows home price appreciation slowing faster than some had anticipated. Other indicators are also pointing to weakness in China's housing markets. For example the number of cities with falling prices has spiked sharply.

Thomas J Smith CFA's picture

Perhaps I should put quotation marks around the word "smart" in the title. Early in the month the smart money was saying we were going to roll over. They based this on the action of the bond market.

Detlev S Schlichter's picture

The data was not really surprising and neither was the response from the commentariat. After a run of weak reports from Germany over recent months, last week’s release of GDP data for the eurozone confirmed that the economy had been flatlining in the second quarter.