Matthew Kerkhoff's picture

By Matthew Kerkhoff – We’re entering a seasonally strong period of the year with modest valuation levels and a strong economy. If you add in a tailwind from reduced trade friction, we could be in for a strong few months. Nowhere is this more evident than...

FS Staff's picture

By FS Staff – The public pension crisis is massive, and it’s only getting bigger. Yet state and local governments are slow to address the problem, and the solutions they’re implementing could result in even larger issues down the road. Lawrence McQuillan...

Callum Thomas's picture

By Callum Thomas – A curious divergence has opened up between the level of the S&P500 and the cumulative level of fund flows into US equity funds (mutual funds and ETFs). The last time in recent history that we saw a similar type of divergence was...

FS Staff's picture

By FS Staff – Jim Puplava recently interviewed estate planning expert Elizabeth Morgan who explains how taxes can be affected by the political climate and changing political administrations. She discusses the effect of sunsetting exemptions...

Patrick O'Hare's picture

By Patrick O'Hare – This week has been filled with remembrances of the financial crisis. We hear them every year at this time, but this year was super-charged with remembrances because it was the 10-year anniversary of the Lehman Brothers bankruptcy...

FS Staff's picture

By FS Staff – In addition to the next anticipated fed rate hike, there’s a lesser-known factor set to take effect later this year that may impact markets, and may even cause a flash crash. The change that’s coming has to do with both the S&P and MSCI overhauling...

Danielle Park's picture

By Danielle Park – Rivets are starting to blow once more on the debt-on-debt Ponzi driving Chinese markets.  Following the lead of western companies, corporate buybacks in China have surged in 2018 (see left).  This is the latest desperate...

FS Staff's picture

By FS Staff – We’re currently in the longest bull market in history. Where do we go from here? This time on Financial Sense Newshour's Big Picture, Jim Puplava discusses the forces that are holding this market up, and what issues might develop under...

Matthew Kerkhoff's picture

By Matthew Kerkoff – In last week’s article I elaborated on why it’s important to allow the economic backdrop to guide us when price action becomes erratic. Today, I thought we would take a short tour of the...

Peter Boockvar's picture

By Peter Boockvar – The NFIB small business optimism index for August rose almost 1 pt m/o/m to 108.8 and that is the highest level in the history of this survey dating back to 1973. Plans to Hire rose 3 pts to the most also on record. Capital spending...

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