Market Observations on the Economy

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FS Staff
08/22/2017 - 16:25
FS Staff – Long a member of the bullish camp, PIMCO’s outlook recently shifted and they are now warning of stretched valuations and downside risks. As they write in Preparing for Pivot Points, "Investors have enjoyed economic stability and positive...
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FS Staff
08/21/2017 - 16:39
FS Staff – From our vantage point, the current correction is not the beginning of a major bear market but a necessary and long overdue pullback that likely has further to go. Similarly, given the record number of months without as much as a 3-5%...
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FS Staff
08/18/2017 - 12:07
FS Staff – Earlier this year, FS Insider discussed a new machine-learning "forecasting engine" developed by San-Diego-based Intensity Corporation used for economic and revenue forecasting, large-scale investing, supply chain optimization, and a wide...
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FS Staff
08/14/2017 - 17:12
FS Staff – There are times when a particular book is just dying to be read...and right now is one of those times. As Jim Puplava discussed on our show over the weekend, every investor should read The Art of Contrary Thinking, written by Humphrey...
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FS Staff
08/11/2017 - 11:48
FS Staff – Today's chart comes from Callum Thomas, Head of Research at Topdowncharts.com, who says that this is probably one of the most important indicators to watch if you are trying to predict a bear market. Simply put, it shows whether banks are...
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FS Staff
08/10/2017 - 13:48
FS Staff – According to the latest data, Americans are feeling very good. In fact, the best they've felt in 16 years! With Americans across the country more upbeat "about the state of the economy, their personal finances and the buying atmosphere,"...
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FS Staff
08/09/2017 - 17:09
FS Staff – In 2005 and 2006, Financial Sense regularly warned that US housing was in a bubble. Now, with the national average above the 2006 peak, does that mean we are in a bubble again? Rick Sharga at Ten-X, the largest online real estate...
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FS Staff
08/03/2017 - 17:02
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...
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FS Staff
07/28/2017 - 14:37
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...
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FS Staff
07/26/2017 - 17:07
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...

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