Market Observations on the Economy

Kurt Kallaus's picture
Kurt Kallaus
08/25/2016 - 12:55
Our recent reports have worried about “short term” stock market froth in August as indicated by options trader sentiment showing relatively heavy Call buying. The additional anxiety over the contrasting US presidential candidates...
FS Staff's picture
FS Staff
08/24/2016 - 16:00
Some have been pointing to the UK Economic Surprise Index from Citigroup, which shot up post-Brexit, as proof that the UK economy is improving after the vote to the leave the EU. Unfortunately, as Jim Bianco recently explained on our podcast, the...
FS Staff's picture
FS Staff
08/24/2016 - 09:40
In June of this year, we spoke with Kurt Kallaus, author of Exec Spec and the KDelta trading model, and he predicted a mild cyclical upturn and oil topping out and turning lower into the fourth quarter. Both of those things have come true...
FS Staff's picture
FS Staff
08/22/2016 - 13:29
It’s no secret that Felix Zulauf has made timely calls on our show in the past. Just last December on FS Insider, Zulauf called the bottom in gold, which has since risen about 30 percent. This time on Financial Sense, Zulauf discusses his current...
FS Staff's picture
FS Staff
08/19/2016 - 17:22
Speaking last week on our podcast, Jim Bianco of Bianco Research told listeners that the Brexit vote on June 23rd may have been the most bullish catalyst for the US stock market this year where, after the initial shock, major market indices like the...
Alex Barrow's picture
Alex Barrow
08/19/2016 - 08:15
Things could get real interesting in the next few months. On Oct. 17th a new SEC rule finally comes into play that will affect money market funds and liquidity across the financial sphere. There’s potential for some really big...
Ben Hunt PhD's picture
Ben Hunt PhD
08/17/2016 - 08:28
Every successful institution, from a marriage to a superhero to a firm to a nation, needs an origin story. The origin story of arguably the most successful hedge fund institution of the modern world—Bridgewater Associates—is that of...
Michael Shedlock's picture
Michael Shedlock
08/15/2016 - 09:01
The downtrend in Trump’s presidential candidacy is now so prolonged that not even the most ardent Trump supporter can deny it. The decline is all based on silliness. Worse yet, it is self-imposed silliness. Some of the things Trump has...
Doug Short's picture
Doug Short
08/12/2016 - 09:24
The Census Bureau's Advance Retail Sales Report for July released this morning was rather disappointing. Headline sales came in flat month-over-month to one decimal, which conceals a tiny 0.4% decline at two decimal places.
Stratfor's picture
08/11/2016 - 09:11
Only seven weeks after British voters elected to leave the European Union, the bloc has begun to fracture along regional lines. According to Greek media reports, the government in Athens is attempting to organize a summit of...