Financial Sense
By FS Staff – FS Insider recently interviewed Don Coxe at Coxe Advisors on the large number of storm fronts that are converging upon the financial markets, whether in the disruption to the fundamental pricing mechanism that dictates corporate...
By Matthew Kerkhoff – Recent talks over this past weekend have helped make it clear that both sides are interested in reaching an agreement. China has already agreed to increase its imports of U.S. products, and on Sunday, Treasury Secretary Steven Mnuchin...
By FS Staff – Our Financial Sense leading economic indicator (LEI) peaked in October 2017 and has experienced six months of consecutive declines. It is still in positive territory—meaning the risk of a recession over the next six months is quite low—but weakening...
By Patrick O'Hare – Why would stock investors be interested in owning short-term Treasury securities when this bull market has yet to be slain by the matador (that would be Fed Chair Powell by the way). If investors hold Treasury securities to maturity, they don't...
By Urban Carmel – Starting around the year 2000, many investors began obsessing over the aging demographic profile in the United States. The concern seemed reasonable. The working age population in Japan had peaked in 1995, 5 years after the Nikkei...
By Peter Boockvar – China is discussing the end of all restrictions on having kids "according to people familiar with the matter" according to BN. They reported that "The State Council, China's cabinet, has commissioned research on the repercussions...
By FS Staff – This time on Financial Sense, we look back on a 2014 interview with Joel Kurtzman to discuss his book, Unleashing the Second American Century: Four Forces for Economic Dominance. As we were coming out of the Great Recession, Kurtzman...
By Tom McClellan – If this were a “normal” 2nd year of a presidential term, we would now be in a corrective period due to last until just before the mid-term elections. But as many in the press have noted, we do not have...
By Dan Amerman – Could a committee of unelected officials increase your household's share of the national debt by $60,000 in a single meeting? In normal times - they could not. However, these are not normal times and any...
By Kurt Kallaus – As the China trade war rhetoric in 2018 finally shifts toward intensifying negotiations in late May, the clueless global audience are pawns in a tit-for-tat public relations (PR) campaign by the US and China. The US is demanding the elimination...
By FS Staff – The summer driving season is just around the corner and this year motorists are facing steeper prices for fuel, up from an average of $2.19 a gallon in 2016 to $2.87 today. By this summer, analysts are projecting gas prices to top $3 a gallon...
