Andrew Zatlin's picture

The consensus was overwhelmingly wrong because of accidental survey bias. It’s the difference between theory and reality, and it gets tripped up in the basics of methodology. Current approaches follow a wisdom-of-the-crowds approach where multiple predictions...

FS Staff's picture

Many retirement planners often follow the standard advice in the industry based on historical returns and planned drawdowns rates, but the fact is, when you retire can make all the difference. This time on the Financial Sense's Lifetime Income Series, Jim Puplava...

Adrian Ash's picture

GOLD PRICES touched a 3-session high of $1221 per ounce early in Asian trade Tuesday, recovering three-quarters of last week's 1.6% drop before easing back as world stock markets extended their gains and bond prices slipped again, nudging interest rates higher...

ValueWalk's picture

The next step in the global populism trend could be felt December 4. This is when the Italian referendum to change the constitution, a measure supported by the political establishment, will be voted up or down. A Moody’s report notes that rejecting the referendum...

Kurt Kallaus's picture

Commensurate with the resplendent stock market records and faster economic growth rates are the surging interest rates on elevated inflation expectations. A “yuuge” beneficiary of rising yields is the banking sector. After 2 years of stagnant earnings, the bank stocks...

Paul Kasriel's picture

There may be rational reasons why the U.S. equity markets rallied in the wake of Donald Trump’s presidential election victory. But an expectation of faster U.S. economic growth due to a more “stimulative” fiscal policy is not one of them unless the larger...

Michael Shedlock's picture

Despite a massive switch from big box retailers to online shopping, car sales are still done the old-fashioned way, via a network of franchised dealerships, typically selling a single manufacturer’s lineup of cars. Tesla does sell its own cars directly, but some states do...

Urban Carmel's picture

The following table lists every newly elected president in the past 120 years and the time between their inauguration and the start of the next recession. Based on this, the next recession either started a year ago or will not occur at all during the Trump presidency...

Alex Barrow's picture

Ray Dalio, the founder of Bridgewater (world’s largest and most successful hedge fund) wrote a note this week that is worth reading in full. Ray thinks Trump’s election means we’ll “have a profound president-led ideological shift that is of a magnitude...

Patrick O'Hare's picture

It's the stock market's world right now and the rest of us are just living in it. That world is filled with anticipation of faster economic growth, stronger earnings growth, and higher inflation. That perspective has taken over on the other side of the election and it is clear...

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