Enough is enough! As most commodities rallied strongly in February and into early March, many in the financial press were calling commodities a "bubble." What happened to the commodity bubble of 2005, 2006, 2007?
We all read and hear from officialdom that the prospects for inflation, while elevated somewhat recently, always remain anchored and/or subdued on a forward looking basis.
In today’s update I want to look at the market from a couple of different perspectives. Recently, I have heard it said that the Dow Theory is now giving a “Buy Signal.” This is not exactly true. In order to explain where we are from a Dow Theory perspective, I first have to explain where we have been.
Various undercurrents in the economy are pointing to shifts currently underway that are hinting at trend changes in the making. Two topics that have remained of interest are nonresidential real estate and vehicle sales data and composition.
By Chris Puplava – The markets rebounded Tuesday in the face of some serious negative economic news. The Conference Board’s Consumer Expectations Index fell to 47.9, the lowest reading in over 35 years and the second...
Imagine yourself taking one of your family’s most valuable heirlooms into a professional appraiser and having them offer you an expert opinion of, say, “X.”
By Chris Puplava – Ignore the endless bottom calling in the press that is buzzing around with some financial pundits pointing to the Bear Stearns blow-up as a likely capitulation in the markets. One thing that should be...
By Chris Puplava – The banking sector has taken an absolute beating over the last year as residential real estate losses surge and the penalty of lax lending standards comes home to roost. The sheer vertical lift off in delinquency rates...
When bond maven Bill Gross openly writes about it – as he did in his January Investment Outlook - it’s perhaps inappropriate to use the word “secret”.
If you feed-at-the-trough of the mainstream financial outlets, seldom does a day go by that you are not confronted with conjecture about whether the Federal Reserve will raise or lower rates.