Urban Carmel's picture

he macro data from the past month continues to mostly point to positive growth. On balance, the evidence suggests the imminent onset of a recession is unlikely. One concern in recent months had been housing, but revised data shows...

ValueWalk's picture

In a world where US political risk appears to be rising and nuclear threats with North Korea come amid persistent tensions in the Middle East and with Russia, worldwide market volatility appears to have blinders on. A Bank of America Merrill...

FS Staff's picture

When it comes to investing, there are a number of different strategies we might use. In our most recent Big Picture podcast (where we also spoke with Louis-Vincent Gave out of Hong Kong on his macro outlook), Jim Puplava and John Loeffler reviewed three strategies...

Urban Carmel's picture

US equities ended the month of April above or near new all-time highs. There are no significant extremes that suggest the trend higher will suddenly end. But the upcoming "summer months" are normally marked by lower price...

FS Staff's picture

Many are cautious about this bull market, especially given that it’s 8 years into its run. This time on Financial Sense, we spoke with Ari Wald from Oppenheimer about the S&P 500's recent bounce back to record highs and why he thinks the US stock market, despite...

FS Staff's picture

US stocks are quite pricey relative to other markets while growth prospects have picked up in places like Europe and elsewhere. This time on Financial Sense Newshour, Louis-Vincent Gave from Gavekal Research discusses a possible turn in US equities, bullish...

Chris Puplava's picture

In 1897, Samuel Clemens, best known by his pen name, Mark Twain, was in London for various speaking engagements when someone started a rumor that he was gravely ill, which was followed by another rumor that he had died.

FS Staff's picture

Right now, we’re in the second most highly valued stock market in history, Puplava added. Along with this comes an absence of risk aversion, which is ultimately the result of excessive optimism and inadequate skepticism. Ultimately, this puts returns in peril...

FS Staff's picture

Already, we’re seeing new inventory coming online, and many people, including retirees, are moving to Texas and Florida where there is no state income tax, housing is affordable and the climate is warm. “For some people, it makes a huge amount of sense to sell while...

FS Staff's picture

FS Insider recently spoke with Tyler Kling at Macro Ops on why fears over populism were slightly overhyped at first but why, over the longer-term, the populism trend will prevail based on the long-term debt cycle, which is now running in reverse...

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