Market Observations on the Economy

FS Staff's picture
FS Staff
07/31/2015 - 16:55
Piper Jaffray's Craig Johnson offers his thoughts on the market and reiterates his target for 2350 on the S&P 500 by year-end. With regards to a large market correction on the horizon, Craig notes that leading sectors, like financials and...
FS Staff's picture
FS Staff
07/30/2015 - 04:45
Are we on the verge of a massive market collapse and can investors anticipate such an event? In a recent interview with Financial Sense, Charles Nenner, founder and president of Charles Nenner Research Center, discussed his controversial call for...
FS Staff's picture
FS Staff
07/29/2015 - 17:02
In the last 15 years, many commodities saw gains between 500 and 1000%, but, as we all know, bull markets eventually run out—and the commodity sector is no exception. Now with the price of gold—like so many other commodities—down nearly 50%, is now...
Bob Eisenbeis's picture
Bob Eisenbeis
07/28/2015 - 07:58
Correspondence with a longtime Camp Kotok fishing partner concerning some interesting omissions from the Fed’s most recent semiannual report to Congress piqued my curiosity as to how feasible would it be...
Patrick O'Hare's picture
Patrick O'Hare
07/24/2015 - 08:31
You might have heard that the Federal Reserve is thinking about raising the fed funds rate before the end of the year. The Treasury market certainly has and you can see as much at the front of the yield curve. What's happening at the back end of the...
Urban Carmel's picture
Urban Carmel
07/16/2015 - 09:26
The average monthly gain in employment during the past year was 245,000, the highest since the 1990s. Annual growth in employment is the best in 15 years. Hourly earnings growth in April and May was the highest since the recession; it fell to 2% in...
Cris Sheridan's picture
Cris Sheridan
07/15/2015 - 08:12
I recently stumbled across a series of educational videos that provide probably the best and easiest to understand explanation of complexity theory I have ever seen. Since Didier Sornette and I just touched upon this subject and how it is part of a...
FS Staff's picture
FS Staff
07/10/2015 - 17:14
Massively underfunded public pensions are driving an epic credit boom in the corporate bond market that will likely accelerate in the coming years. Lawrence McQuillan of the Independent Institute explained on Financial Sense Newshour this week...
Andrew Zatlin's picture
Andrew Zatlin
07/10/2015 - 08:04
Jobless claims are a superior indicator for the economy not only because they lead economic growth and correlate so closely with it, but they also get reported much earlier. The high concentration of the US economy is one...
FS Staff's picture
FS Staff
07/02/2015 - 11:10
In an extensive interview, Gluskin Sheff’s Chief Economist David Rosenberg offered his latest thoughts on Greece, Europe, the US economy, and also explained why he’s still bullish on stocks. Here is a partial transcript of his interview that just...