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...

FS Staff's picture

If we assume that the Conference Board US LEI continues to weaken from its current 1.1% year-over-year growth rate, historically speaking the average time it takes before we see a recession is 9 months, which would put us on track for August 2017, ranging from as short as...

FS Staff's picture

Global authorities are already planning for the next major crisis and, depending on its severity, are likely to respond with bail-ins, confiscations of wealth, and a new global currency backed by the IMF, says Jim Rickards in his new book, The Road to Ruin: The Global Elite’s...

Chris Puplava's picture

What does a Trump Presidency mean for the economy and the markets, and does it alter our defensive posture? The short answer is no, and here's why. Trump has made it clear that he wants to lower taxes, roll back suffocating...

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