Market Observations on the Markets

FS Staff's picture
FS Staff
02/11/2016 - 16:12
Bert Dohmen, founder of Dohmen Capital Research, is uber-bearish and believes that it is time for investors to panic (before everyone else does) given a potential collapse of the stock market greater than what we saw in 2008. Here's what he had to...
Chris Puplava's picture
Chris Puplava
02/11/2016 - 10:20
Selling pressure is drying up but for a bottom formation we need credit markets to begin to improve. The market is either testing or hitting new lows while the % of stocks hitting 4-week, 12-week, and 52-week lows is drying up, similar to the August...
FS Staff's picture
FS Staff
02/10/2016 - 17:20
Financial Sense recently had the pleasure of speaking with George Friedman, internationally recognized geopolitical forecaster and best-selling author, to get an update on escalating problems in Europe. George says Greece was not an outlier, but...
Ben Hunt PhD's picture
Ben Hunt PhD
02/09/2016 - 16:00
The susceptibility of credit spreads to systemic risk(s) that I was describing last month was borne out last week. Protection on the ITRAXX senior European financial debt index widened by over 45 bps from 92 bps at the close of January to 137 bps at...
FS Staff's picture
FS Staff
02/08/2016 - 17:29
Longtime listeners of the show will know that Gary's comments are always worth paying attention to, which is why we were especially interested to hear if he was still sticking to his forecast made last year for oil to eventually reach as low as $10...
Chris Puplava's picture
Chris Puplava
02/08/2016 - 11:31
With credit default swaps spiking in recent weeks among a wide number of major financial institutions—most notably Germany's largest bank, Deutsche Bank—it's time to take a look at the overall credit markets for signs of contagion/crisis. Here are...
FS Staff's picture
FS Staff
02/05/2016 - 14:15
The percent of banks tightening on loans to small businesses leads nonfarm payrolls by about 6 months. In the chart above we’ve advanced the percent of banks tightening forward by that amount to show the extremely high correlation between these two...
FS Staff's picture
FS Staff
02/04/2016 - 16:54
Wednesday’s drop in the US service sector to the lowest level in two years took many economists by surprise, leading to a sell-off in the dollar and a boost to gold and commodities, as expectations for further rate hikes this year diminished....
Charles Hugh Smith's picture
Charles Hugh Smith
02/03/2016 - 09:06
What the central banks cannot do is create productive places to invest the credit they've generated in such excess, or force qualified borrowers to swallow more unproductive debt. One way to lose a war is to focus on preparing to fight the last war.
FS Staff's picture
FS Staff
02/02/2016 - 11:39
Most major global equity markets are now in a downtrend, Jonathan Krinsky told listeners on Saturday, and investors should be careful of jumping in too soon in search of a bottom. Krinsky also notes that the uptrend in the dollar remains intact and...

Quantcast