Matthew Kerkhoff's picture

With the first quarter of 2016 now in the books, the focus turns to earnings. So far the picture is not looking very pretty. Earnings for S&P 500 companies are estimated to decline 8.5% (FactSet). If negative earnings growth comes...

Jeffrey D Saut's picture

For decades, I have used the aforementioned prose from iconic market guru Justin Mamis in my market commentary. For those of you who have seen the quote before, I urge you to read it again. For those seeing it for the first time...

Urban Carmel's picture

The macro data from the past month continues to point to positive but sluggish growth. On balance, the evidence suggests the imminent onset of a recession is unlikely. The main positives are in employment, consumption growth and housing...

Charles Hugh Smith's picture

It's widely accepted that most tech startups will fail. Perhaps the core business proposition didn't pan out, or the execution was flawed, or the initial success

Matthew Kerkhoff's picture

When it comes to anticipating Federal Reserve policy, there’s no better place to turn than former Fed Chair Ben Bernanke. No longer bound by an office, Mr. Bernanke is now free to write about monetary policy as an outsider.

Jeffrey D Saut's picture

The markets (any market) are seldom surprised by shocking events. But during those rare instances when a surprise catches the market a panic may result. My definition of a panic is this: A panic is a collapse (triggered by fear and unforeseen...

Michael Shedlock's picture

Author and real estate mogul Robert Kiyosaki, better known as “Rich Dad“, is predicting a stock market crash starting in 2016. Unlike others who perpetually predict crashes, Kiyosaki made his crash claim in his 2002 book “Rich Dad’s Prophecy”.

Marc Chandler's picture

Helicopter money is the rage. Central banks are talking about it. Economists are debating it. The media is rife with coverage. While it sounds important, it is not precisely clear what helicopter money means.

Tom McClellan's picture

The latest numbers out of Investors Intelligence show that bulls are now up to 47.4% in their survey of newsletter writers and investment advisors, and bears are now down to 27.8%. That takes the bull-bear spread up to its largest value since...

Michael Shedlock's picture

Schiff laid out improbable strawman arguments based on tax consequences that as a practical matter do not exist in the real world. Ironically, his tax arguments would equally apply to “SchiffGold” purchases. Usability and ownership are the...