Market Observations on the Economy

FS Staff's picture
FS Staff
08/28/2014 - 18:05
Shadow banking is back in the news. First there are ongoing problems in China where bad loans outside of the traditional banking system are causing increasing financial strain. Then, here in the U.S., regulators are also becoming more...
Tom McClellan's picture
Tom McClellan
08/28/2014 - 10:17
Back in 2011, I wrote about Why Even Fundamental Analysts Should Watch A-D Line, noting that the NYSE A-D Line is very strongly correlated to corporate profits. But because the A-D Line can be calculated each day in real time...
Thomas J Smith CFA's picture
Thomas J Smith CFA
08/26/2014 - 13:53
The first decade of this century was certainly interesting. We kicked it off with a massive bubble and, as usual, were told “this time is different.” The Internet was changing things and so stocks were valued by page reads or eye balls or some other...
FS Staff's picture
FS Staff
08/19/2014 - 15:35
Jim Puplava responds to feedback received over the last few months. Has the 2014-2016 crisis window been delayed? What happened to peak oil and metals? Are you still positive on the markets and the economy?
Thomas J Smith CFA's picture
Thomas J Smith CFA
08/18/2014 - 09:16
Perhaps I should put quotation marks around the word "smart" in the title. Early in the month the smart money was saying we were going to roll over. They based this on the action of the bond market.
Chris Puplava's picture
Chris Puplava
08/15/2014 - 16:38
There are two catalysts I see that could spark a deeper correction after the present relief rally runs its course. The first being the most obvious is a further escalation on the Ukraine/Russian front and the second is a slowdown in US economic...
Chris Puplava's picture
Chris Puplava
08/05/2014 - 09:33
Based on capitulation-like selling in both the small cap equity and junk bond segments of the market, it is quite likely that last Friday marked a low. While the recent pullback was not fun it also wasn’t the beginning of a bear market as many...
Chris Puplava's picture
Chris Puplava
07/31/2014 - 16:11
Given the persisent deterioration in market breadth starting around the beginning of July, I began cautioning over the last couple weeks that risks for a correction were starting to build. Now that the S&P 500 and the Dow Jones Industrial...
Cris Sheridan's picture
Cris Sheridan
07/30/2014 - 17:51
One of the great questions being debated right now is how will the market react once QE3 ends this October. Those who believe asset prices (namely stocks, bonds, and real estate) are being supported by the Fed, and not by underlying economic growth...
Chris Puplava's picture
Chris Puplava
07/25/2014 - 15:49
There are many successful investors who have accumulated decades of experience and have drilled down their pearls of wisdom to insightful lists. One such list, or ten rules to remember, comes from legendary investor Bob Farrell who spent decades at...

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