FS Staff's picture

Asia has underperformed the US equity market over the last five years, even with the Chinese stock market doubling in the last year. This trend may be changing, according to Louis-Vincent Gave, CEO of GaveKal Research in Hong Kong. Louis sees a massive reweighting...

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Wondering why economic growth can’t seem to take off or why inflation continues to fall? According to Dr. Lacy Hunt, Executive Vice President of Hoisington Investment Management, it all comes down to debt, which helps to explain most of the world’s economic...

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Don Coxe, Chairman of Coxe Advisors, called the dawn of the bull market in bonds in 1981. Now, 34 years later, he sees the bull market ending as it enters a final mania phase marked by negative interest rates. Don discusses this historic period we are now in and both the risks and opportunities he sees ahead.

Chris Puplava's picture

A recent Zerohedge article is making the rounds showing the US is in recession according to 7 charts. I offer my own 7 charts showing that the US is NOT in recession with a little background on how Zerohedge likes to cherry-pick data to fit their often sensational...

Chris Puplava's picture

Market participants are now making adjustments to their inflationary outlook, especially with the biggest global reflationary effort by central banks we've seen since 2008/2009 underway. Nearly every major developed nation is seeing a rising trend in inflation...

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Piper Jaffray’s "Bullseye" Craig Johnson tells Financial Sense Newshour that his models are still forecasting a double-digit gain in stocks this year (specifically targeting 2350 on the S&P 500), but a quick rise in interest rates could spook the market between...

Matthew Kerkhoff's picture

We’ve recently received a few questions from subscribers regarding the velocity of money. I thought I would take a moment to describe this measure and its implications for the economy as well as price stability. The velocity of money is...

Cris Sheridan's picture

Last week I attended the Strategic Investment Conference hosted by Mauldin Economics and Altegris. Each year they feature some of the most highly sought-after names in the world of economics and finance to give their outlook on the investment landscape...

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The Fed is becoming more concerned about equity market valuations, as Janet Yellen recently told Lagarde at the IMF, which could lead to sooner, though even smaller-than-anticipated, rate hikes starting this June, said Gary Dorsch of the Global Money Trends...

Chris Puplava's picture

The two biggest topics I wrote about in the first quarter of the year was to expect a correction in the USD and a trough in global economic growth this spring, both of which are occurring right now. The three main points for why...

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