Financial Sense Blog

Mar 3 – Public and private debt levels are at all-time highs, and with stocks seeing their worst week since 2008, many are wondering what excess debt means for the future. To understand how private debt is likely to handle a downturn or recession, Financial Sense...

Mar 2 – With fears of a coronavirus pandemic increasing and Wall Street seeing its worst week since 2008, one of the only bright spots in the markets is gold. Financial Sense Newshour spoke to Frank Holmes about what’s driving this run higher in gold and what investors...

Mar 2 – Admit it. It’s discomforting. It makes you ill at ease. It makes you question the world around you. In a matter of a few days the markets have plunged into chaos and disorder. What changed? Gone is ebullience, replaced by fear and despair. Such is today’s...

Feb 24 – David Rosenberg recently spoke with FS Insider to discuss his key investment themes and ideas for 2020. David discusses corporate debt levels, the recent decline in a number of leading indicators, why the US consumer will be key...

Feb 21 – Financial planning and financial advising can often feel goal oriented and focused only on investments and accumulation. Those are important aspects of a financial plan, but it’s equally important to plan for life’s what ifs...

Feb 20 – Only a select number of sectors have historically outperformed the S&P (reverted to the mean) when already underperforming: Top 3 being Consumer Discretionary, Industrials and Healthcare. However, what's even more interesting is...

Feb 19 – Russell Napier joined a recent edition of FS Insider to discuss the rising global debt levels and fears of a systemic banking crisis. He said the common wisdom of debt-to-GDP ratios tell a misguided story and explained where...

Feb 11 – Benjamin Franklin famously said, “In this world nothing can be said to be certain except death and taxes.” On a recent edition of the Financial Sense Newshour, Jim Puplava talked to Dominic Frisby about Frisby’s new book, Daylight Robbery: How Tax Shaped Our Past and Will Change Our Future...

Feb 5 – The past three or four months may leave an investor waiting for a pullback to get into the market. Is this past week’s market rout the opportunity we’ve been waiting for? According to the positive breadth, the percent of stocks rising...

Feb 2 – Just months before the coronavirus outbreak in China, the Nobel-prize winning economist Robert Shiller explained on FS Insider how biological viruses provide tremendous insight into the spread of narratives operating in the economy and the markets...