Chris Puplava's picture

By Chris Puplava – In our Q3 2018 newsletter (And Then There Were None) we highlighted three concerns we felt could ultimately weigh on US markets, causing them to resync with global equities, which have been declining for most of the year...

FS Staff's picture

By FS Staff – Late last month, CNBC reported “Southern California home sales crash, a warning sign to the nation.” The main culprits cited for the crash in one of the largest housing markets in the nation were higher rates, affordability concerns, and a shortage...

FS Staff's picture

By FS Staff – Marc Chandler from Brown Brothers Harriman discusses the US dollar's recent breakout, why he expects it to consolidate and then move higher into next year, and his concerns regarding how low the Fed funds rate is upon entering the next recession...

FS Staff's picture

By FS Staff – Stock markets around the globe have come under pressure in recent days with a collapse in the Turkish lira and vulnerabilities in the emerging market space. John Roque at Key Square Capital Management recently told Financial Sense Newshour...

Matthew Kerkhoff's picture

By Matthew Kerkhoff – The story of 2018 has been one of U.S. growth, but not necessarily global growth. While most major economies around the world are still expanding, they have been decelerating or holding steady...

FS Staff's picture

By FS Staff – “If you were a state or a municipal worker in a troubled state, you should be made aware of it,” Puplava said. “In the next decade, you're going to see many of these states begin to reduce benefits to retirees. It's already happening right now...

FS Staff's picture

By FS Staff – All focus is on Turkey right now as their currency goes into freefall and 5-year credit default swaps (insurance against default) have now spiked to levels last seen during the 2008-2009 financial crisis. Russell Napier warned that Turkey...

FS Staff's picture

By FS Staff – According to Lex, we're now in the process of creating AIs called “decentralized autonomous organizations” that, essentially, won’t be able to be turned off, stopped, or shut down by the government. Here’s what he had to say on today’s podcast...

FS Staff's picture

By FS Staff – In addition to the underlying behavior of the stock market, Nicoski pointed to tariffs, a "growth recession," and developing problems in the emerging markets as a few of the economic similarities to today. Nicoski and his team at Vermilion...

Matthew Kerkhoff's picture

By Matthew Kerkhoff – Right now, in terms of price, the S&P 500 is less than 1% away from its high-water mark set at the end of January. But take a look at what has happened to the S&P 500’s P/E during that time.

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