Doug Short's picture

The New York Stock Exchange publishes end-of-month data for margin debt on the NYX data website, where we can also find historical data back to 1959. Let's examine the numbers and study the relationship between margin debt...

FS Staff's picture

We’re increasingly inundated with news of digital attacks on private businesses and governmental institutions. Now, however, security experts have begun implementing novel techniques to tip the scales when it comes to cyberwarfare and cybercrime...

Matthew Kerkhoff's picture

Part of the essence of Dow Theory has to do with confirmations, which at their root level look for congruencies in the marketplace. With many indicators frequently moving in different directions, alignments across key market barometers...

Jeffrey D Saut's picture

Two of the longest secular bull markets chronicled in our notes began following Republican “revolutions.” The 1953 to 1973 bull market sprung from Eisenhower’s election (1952) and the subsequent infrastructure spending. The 1982 to 2000 secular bull...

Kurt Kallaus's picture

The dreaded recount has begun in this “mini-me” version of the 2000 Bush vs. Gore election. In 2000 there were merely hundreds of votes in one state deciding the election. Complicated by unclear ballots and court battles, it took 5 weeks to resolve leaving a divided electorate...

FS Staff's picture

When we spoke to leading macro analyst Jim Bianco of Bianco Research months before the election, he thought the odds of a Trump win were much higher than most expected and that, like Brexit, it would probably end up being bullish, not bearish, for the US stock market...

Stratfor's picture

Sluggish construction growth and skyrocketing debt, coupled with sharp reductions in debt maturity periods, could cause corporate defaults and bankruptcies to spike next year, testing Beijing's legal and institutional abilities to cope with them. Meanwhile, increasing U.S...

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...

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...

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