Financial Sense Blog

Most Recent Data Shows a Large Withdrawal in Market Liquidity Underway

Jan 4 – While economic growth is likely to remain positive in 2022, we are seeing a large withdrawal in market liquidity coming from several sources: Fed QE is ending, REPO facility is exploding to nearly $2T, and the US Treasury will be...

Felix Zulauf's Macro Outlook for 2022

Dec 27 – I do believe that we are looking at a very important medium-term peak. But I do not believe that is the end of this current market cycle. I think the market cycle will most likely stretch into 2024. But what we are facing now is...

Slowing US and Global Growth; Credit Risks in Focus

Nov 16 – US and global growth is slowing after a strong initial recovery. We have the fiscal cliff ahead of us as well as the Fed's planned tapering of its QE purchases. Growth will likely slow well into the first half of 2022 and with it some moderation...

The End of Money

Oct 29 – In the not too distant future, an American president will have no other choice but to devalue the currency as a means of debt forbearance. He or she will have no choice. Interest payments will be too large, and taxes will not be sufficient to pay interest...

Clash of the Tech Titans and Revenge of the ‘Old Economy’

Oct 1 – The dramatic shift away from “dirty energy” to “green energy” has seen large investor capital shift away from resource companies that dominated in the early 2000s towards the FAANG stocks over the last decade. This shift in capital coupled with falling commodity prices

Jim Paulsen on Inflation Threat, US Macro Outlook

Sep 27 – Recent economic data releases continue to fuel fears of a slowdown in economic growth heading into 2022, but don't get too pessimistic on the outlook for the United States, says Leuthhold's Chief Investment Strategist Jim Paulsen...

Don’t Call It a Stock Market Because It Ain’t—It’s an “MA Market”

Sep 22 – Over the last three months, Microsoft drove a whopping 16.8% of the S&P 500’s return and Apple 14.6%. Literally, just two of the 500 stocks in the S&P 500 drove nearly one third of the entire index’s return! Throw in the next top two...

Trading Stocks on the Blockchain — It's Coming, Industry Experts Argue

Sep 1 – Stock market trading is moving to the blockchain and this trend is going to ultimately extend to a large range of assets, argues a new 94-page report by industry experts across the globe. We recently spoke with one of the report's lead authors...

Martin Armstrong Discusses 2022 'Panic Cycle', Inflation Outlook, and More

Aug 23 – The main driver of markets today is the continual loss of confidence in government debt, argues Martin Armstrong. If we understand the big picture and how this is driving global capital, everything else follows and makes sense...

The Most Important Emerging Economy Is a Powerhouse of Critical Metals and Renewable Energy

Aug 11 – Indonesia is a country of 275 million people — the fourth largest by population in the world, after China, India and the United States — and its land mass extends across 14,000 islands, stretching the distance from New York to Los Angeles. It also...

randomness