Sheraz Mian's picture

Today’s March Personal Income & Spending report reconfirms what we saw from the sub-par Q1 GDP report on Thursday, with the U.S. economy barely staying in positive territory. Consumer spending in Q1 was up +1.9%...

Charles Hugh Smith's picture

Japan has proven that decay can be stretched into decades, but it has yet to prove that gravity can be revoked by central bank monetary games. Japan's fiscal and monetary extremes are in the news again: this time, it's the Bank...

Urban Carmel's picture

The "summer months" start next week. The period from May through October is known as the "worst 6 months" of the year for stocks. True, the probability of a truly bad month is higher and the probability of a really great stretch...

Jeffrey D Saut's picture

One of the most successful investors in history received the only A+ from Professor Benjamin Graham (of Graham and Dodd “Security Analysis” fame) at Columbia: the chairman and chief executive officer at Berkshire Hathaway, Inc.,

Marc Chandler's picture

The US dollar has had a rough few months. It has fallen against most major and emerging market currencies this year. A critical issue for global investors and policymakers is whether the dollar’s uptrend is over, or is this just a respite.

Ben Hunt PhD's picture

I’ve had four or five true migraines in my life, mostly from getting whacked on the head with something like a baseball or a sharp elbow in basketball, and I honestly can’t imagine how horrible it must be to suffer from chronic migraines...

Clif Droke's picture

A CNN Money article this weekend provided contrarian investors with a moment of clarity. “Trump and Cruz predict stock market ‘crash’” the headline proclaimed. Contrarians couldn’t find a more emphatic statement of mainstream...

Urban Carmel's picture

SPY made a new all-time high on Tuesday despite falling margin debt, the end of QE, negative household fund flows, flat profit growth and a host of other reasons. In other words, exactly as a rationale and objective investor...

Andrew Zatlin's picture

Semiconductors are the universal common denominator of the 21st-century economy. Once upon a time, these parts were mostly found in only a few things: computers, calculators, and consumer electronics.

Chris Puplava's picture

The most recent consumer sentiment reading came in below expectations and shows a continued decline from its 2015 high. In this piece, we show the long-term behavior of consumer sentiment as a gauge for US recessions, its relationship to P/E multiples, and its correlation to...

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