Oct 30 – Are we in a bull market or are we in a bear market? That is the only question investors should be asking themselves as we find the market down nearly 10% since our recent high in mid-October. Is this an opportunity to buy in an ongoing...
Oct 19 – Such an epic hit to our economy has been met with an even larger amount of stimulus, and the word “epic” does not do it justice. How do you respond to a $2.2 trillion hit to the economy? With more than $5 trillion in stimulus! Up to now...
Sep 23 – The lesson to be learned here is that a system which is built on a pile of debt will likely be supported at all costs to prevent a deflationary spiral like that seen during the Great Depression. Whether in Europe, China...
Aug 13 – Non-Commercial hedgers (“dumb money”) are the most short the US dollar since the early 2018 bottom. When their short positions get to this lower extreme, that usually indicates a bottom as shown by the following graph...
Jul 16 – Noted financial historian and strategist, Russell Napier, recently joined FS Insider for a conversation about the new inflationary landscape Russell sees the world heading toward. He outlined his change in...
Jul 15 – The recession has caused interest rates to drop to zero and we expect them to remain there for years to come in order to lower borrowing costs on an exploding national debt. The Fed is being forced to monetize most of the government’s debt...
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...
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...
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...
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...
