Financial Sense Blog

Here's Why You Shouldn't Fear the Taper

Jun 17 – Chris Puplava, CIO of Financial Sense Wealth Management, recently discussed why we are positioned for a more persistent, higher-than-average level of inflation in our latest weekly investment video and also explained why investors shouldn't fear a Fed tapering...

Ed Yardeni Discusses His Latest Book, the Fed and the Great Virus Crisis

Apr 19 – The widely-followed Ed Yardeni, chief investment strategist at Yardeni Research, recently discussed his latest book, The Fed and the Great Virus Crisis , on our podcast. Following the Covid outbreak and crash, Dr. Yardeni warns...

Money for Nothing, Checks for Free - I Want My, I Want My MMT

Apr 15 – The U.S. consumer is now equipped with record savings and has been confined to spending mostly on goods versus services. For example, personal consumption on goods has not only eclipsed its prior highs...

Key Charts: No Signs of Credit Stress and Trillions of Cash

Apr 2 – In light of the recent blowout economic numbers, here are some key highlights from our weekly investment video update, Get Ready for Market and Economic Surprises, on what investors should expect...

Meet the New High-Tech Dow Index: The Creatures of Confidence

Mar 25 – Taking a look at this very volatile index, we note that it recently made a peak in February and then fell 22% over 14 days into March. If the Creatures of Confidence and the other indices break below...

Martin Armstrong on Dow 40,000 and 2022 Political Panic

Mar 24 – In our recent interview, Armstrong reiterated that capital is continuing to shift away from government-issued debt and move into the private sector, whether that be in the form of corporate bonds or corporate equities (stocks)...

Texas Power Outage May End Favoring Push Toward Renewable Energy

Mar 10 – After the extreme weather events of late February, Texas and its struggling power grid came to national attention. Many felt that the weaknesses revealed by freezing temperatures may be changing the story for energy...

Corporate Buybacks, Rising Rates, and Commodities

Mar 2 – Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, said with a large amount of cash now sitting on corporate balance sheets, we are likely to see a wave of repurchases and dividend payments in 2021. In fact, recent data shows...

We Are Just Beginning a Major Global Spending Push, Says Felix Zulauf

Feb 24 – "Authorities have realized that they cannot just create money and liquidity and inject it into the financial system... We have to spend it. We are at the beginning of a huge period where governments will increase their expenditures..."

Craig Johnson on 2021 Market Outlook, Energy and "Green" Metals

Feb 18 – "Bullseye" Craig Johnson at Piper Sandler is one of the most accurate forecasters on the stock market we speak with on our Financial Sense Newshour podcast. Each year he gives a year-end target for the S&P 500 and, amazingly...