FF Wiley's picture

By FF Wiley – Many pundits told the addition story as QE was underway. They expected banks to “multiply up” reserves by aggressively expanding their loan books. But reserves never significantly multiplied. We think there are five reasons why the “money...

Gary Shilling PhD's picture

By A. Gary Shilling – Most forecasters, including the Fed, continue to look in vain for significant inflation generated by wage jumps. They don't take into account the depressing effects on compensation of globalization and the resulting large...

FS Staff's picture

By FS Staff – We’ve often discussed the disruption in retail as part of seven megatrends that will impact the world for decades to come. The companies leading this charge, as Scott Galloway identifies in his must-read book, The Four, are Amazon, Apple...

FS Staff's picture

By FS Staff – Given how long this recovery has run, many people assume that the US economy and stock market are in the latter stages of their bull run, ready to peak at any moment. However, Chris Senyek, Chief Investment Strategist at Wolfe Research...

FS Staff's picture

By FS Staff – We’re likely near the end of this business cycle, says Financial Sense's Jim Puplava, and normally when we come to the end, all seems well: the economy is booming, stocks are hitting records, and people are making money. For example, think back...

FS Staff's picture

By FS Staff – “AI is being viewed as the new electricity. It’s being applied to all industries. It’s the same thing with robotics, which is why robotics and AI should not be viewed under the lens as being a niche.” Even the largest tech companies in the world are banking...

Kurt Kallaus's picture

By Kurt Kallaus – Consumer and small business measures have been extremely optimistic all year which supports the bigger upside picture. Some pundits think the market is soaring based upon expectations for Trump stimulus plans and tax cuts. Our sense is...

FS Staff's picture

By FS Staff – Jim Paulsen, Chief Investment Strategist for the Leuthold Group, discusses his outlook on the US stock market and the economy with FS Insider. He is still bullish, citing 3 basic pillars holding up this bull market, but also explains why a tax cut at this point...

FS Staff's picture

FS Staff – Jonathan Krinsky, Chief Market Technician for MKM Partners, tells Financial Sense Newshour that markets are breaking out across the globe and there's little evidence we are at or near any sort of top. Many countries are breaking out or are already in established...

Daniel Amerman CFA's picture

By Daniel Amerman – In a recent speech, Warren Buffett came down boldly on the side of optimism when it comes to both the economy and financial markets. What he said was "being short America has been a loser's game...

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