Financial Sense Blog

Tech-Tock, Tech-Tock

Jul 14 – What this data tells me is that we are now entering a phase of the Nasdaq where fundamentals are out the window. Returns, profit and greed now run the show and if you stand in the way of these things you may just be the next up to be canceled...

Government Policy One of the Main Drivers of Financial Bubbles Throughout History

Jul 8 – On a recent edition of FS Insider, Cris Sheridan spoke the authors of Boom and Bust: A Global History of Financial Bubbles, out August 2020. Authors William Quinn and John Turner discussed what a bubble actually is...

Jim Puplava on How MMT Will Change the Way You Invest

Jul 7– In the first half of 2020, we saw the U.S. unemployment rate jump from 3.5% up to 14.7%. During the depths of the downturn, just under seven million unemployment claims were filed in a single week...

Everyone Needs a Big Brother

Jul 2 – Shown above are the four largest ETF holdings of the Federal Reserve. As the coronavirus brought unexpected peril to various industries, the Fed decided to stabilize things with its open market operations by deploying close to $6.8 billion...

We Haven’t Seen Disruption Like This Since the 1930s, Says Chris Whalen

Jun 29 – “Social distancing means financial Armageddon for commercial real estate and municipalities in coming months,” wrote Chris Whalen. He recently joined FS Insider to discuss this financial disaster as well as...

When the Facts Change, I Change My Mind. What Do You Do?

Jun 26 – In light of the worsening development in COVID-19 infections and deterioration in the economic improvement, we’ve started to reduce risk in client accounts from a neutral position on stocks to nearly a minimum stock exposure level...

The End of Money: From Paper to Things

Jun 26 – We are at a key pivot point in investment history. The monetary environment is going to change the investment landscape going forward. I have found there are very few investment cycles in an investor’s lifetime. These are periods or cycles where...

Chances for Policy Mistakes Are Unusually High Says Gina Martin Adams

Jun 22 –Bloomberg's Chief Equity Strategist Gina Martin Adams recently spoke with Jim Puplava to discuss her current market outlook. She explained what impact the 2020 presidential elections...

Gary Shilling Says This Recession Will Stretch Into Next Year

Jun 18 – Gary Shilling recently joined Jim Puplava on FS Insider to discuss Gary's economic outlook. Gary explained why the economy wasn't doing well even before the coronavirus hit and tells listeners this recession is here to stay...

The Coronavirus Was an Accelerant for an Overdue Recession, Says Ronald Stoferle

Jun 17 – Earlier this month the National Bureau of Economic Research announced the U.S. entered a recession in February. Ronald Stoeferle, author of the In Gold We Trust report, told FS Insider the coronavirus...