FS Staff's picture

By FS Staff – Even while the Fed has raised rates, US financial conditions have continued to ease with a weakening dollar. The trade may be about to reverse, said John Derrick on FS Insider last week, with a number of implications for the broader market...

FS Staff's picture

By FS Staff – There’s no fundamental analysis. People just buy the underlying asset without thinking. After the public swarms in, and everybody thinks nothing can go wrong, we turn to the final phase of the bubble. In the final phase, we see a number of things happen. First...

FS Staff's picture

Not only have retail investors embraced US stocks again with the lowest cash allocations since the tech bubble, but so too have foreign investors. As you can see, foreigners were net sellers of US stocks for most of 2015 and the first half of 2016 before the pace...

Frank Barbera CMT's picture

By Frank Barbera – It has now been 438 weeks since the March 6, 2009 lows where the NASDAQ has not seen a bear market. That would rank this stretch as the 2nd longest bull run ever. What is most interesting for investors right now is to overlay the current historically...

Reva Goujon's picture

By Reva Goujon – The White House's pledge to put "America First" in its policymaking implies that the president has a responsibility to prioritize his country's problems over the rest of the world's. But making good on that promise isn't...

FS Staff's picture

FS Staff – An indicator that has been very useful for identifying major trend changes in the S&P 500 since the 90s is a trend-following momentum indicator called the MACD. If you followed its advice, you would've sold at the 2000 tech bubble top and also very close to the 2007...

FS Staff's picture

FS Staff – “We don't see major imbalances in the real economy in terms of cyclical spending but we are starting to see froth, for example, in the commercial real estate space where the vacancy rate has certainly bottomed and where underwriting standards...”

FS Staff's picture

By FS Staff – Several skeptics responded to our piece last week looking at the yield curve as a leading indicator saying that the yield curve is no longer reliable because of the Fed’s distortions on the market. Assuming this to be true, what are other leading indicators...

Chris Puplava's picture

By Chris Puplava – History books refer to the last economic slowdown we experienced, triggered by the 2007-2008 financial crisis, as the Great Recession. Its impacts were so severe—the worst global recession since the Great Depression...

FS Staff's picture

By FS Staff – “Overall, they’ve got about $14 invested in bullish index funds for every $1 they’ve got in inverse funds that would profit on a market decline. Just in the past few days, that moved to an all-time record.” We would have to go back to March 2000 to...

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