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...
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...
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...
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...
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...
Jul 21 – The foundation of economic growth is the idea that consumption is continually stable or rising on a long-term basis, and that finance will rise right along with it. We have no experience of anything else in the modern era, Zeihan said. But now...
Jul 16 – While off to a fast start in the first quarter, the reflation trade has taken a blow that puts its longevity into question. In simplistic terms, reflation characterizes an upswing in economic growth which sees both growth and inflation accelerate...
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...
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...
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...
