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...

Michael Shedlock's picture

Those who had written off Donald Trump need to reconsider things in light of recent polls in five states. Trump has soared in the latest polls in California, New York, Connecticut, Maryland, and Pennsylvania. 

Sheraz Mian's picture

We are entering the heart of the Q1 earnings season, with more than 100 S&P 500 members coming out with results this week and more than 170 index members reporting next week. The unsuccessful weekend meeting among oil producers...

Marc Chandler's picture

At the IMF/World Bank meetings this week, Chinese officials are again pushing for greater use of the IMF's unit of account, Special Drawing Rights. It is China's turn as the rotating host of the G20, which gives it greater influence over its agenda.

Chris Puplava's picture

Corporate profitability has been a reliable early warning indicator of a coming recession and bull market top. According to the April 4th quarterly review by Strategas Research Partners, the S&P 500 peaks on average 7 quarters after corporate profit margins peak. Given the most recent peak...

Robert Rapier's picture

Yesterday, as had been expected, Peabody Energy Corp. (NYSE: BTU) — the largest coal producer in the United States — filed for Chapter 11 bankruptcy protection. Following the announcement I immediately began to receive...

Clif Droke's picture

It’s a trite saying but a profound one all the same: “History always repeats.” We’ve all heard this bromide countless times, yet how many of us have truly pondered its significance? The truism that history tends to repeat itself over time is...

Quantcast