Financial Sense

By Michael Shedlock By Michael Shedlock – How does the yield curve invert? Jim Bianco at Bianco Research says “Inside Out”. This is a guest post by Jim Bianco. I dispense with block quotes. The end of the article will be clear. …read more From:: Financial Sense

By Oil Price By Oil Price – Saudi Arabia is offering extra oil on top of its contractual volumes to some buyers in its key market Asia, as OPEC’s largest producer boosts oil production to keep markets well-supplied amid disruptions from Venezuela… …read more From:: Financial Sense

By Patrick O’Hare By Patrick O’Hare – Anyone who has been riding the wave of the S&P 500 information technology sector’s outperformance must be feeling like the Big Kahuna. This past week, however, something happened to make one… …read more From:: Financial Sense

By Jeffrey D Saut By Jeff Saut – We don’t know how long ago we met Frederick “Shad” Rowe, but we are glad we did because our conversations with him have been net worth changing. Recall that Shad is the founder and portfolio manager… …read more From:: Financial Sense

By Peter Boockvar By Peter Boockvar – Today is less about Turkey as the lira is up about 3% (after Turkey announced a limitation on banks level of currency swaps they can do which was being used to short the lira) vs the US dollar and… …read more From:: Financial Sense

By Jeffrey D Saut By Jeff Saut – So, we are finally back after a week in Boston, a week in New York, and a week in San Francisco. Our missions were to see portfolio managers and do some gigs for our financial advisors (FAs) and their clients… …read more From:: Financial Sense

By Global Risk Insights By Global Risk Insights – Argentina’s contemporary problems are a typical currency crisis. Those who hold Argentine pesos or peso-denominated assets are selling, partly to buy US dollars and dollar-denominated assets because the US Federal Reserve… …read more From:: Financial Sense

By Peter Boockvar By Peter Boockvar – We’re there! 3.11% on the 10-year Treasury yield. Not only that, the 5-year is at 2.99%. Again, 3.11% was the high close for the year touched on May 17th. Any close above that would be the highest since July 2011. Big moment… …read more From:: Financial Sense

By Kurt Kallaus By Kurt Kallaus – Trump’s claim of bringing back American manufacturing jobs is boastful but does have some truth. Since the manufacturing halcyon days of the 1970s, the US dollar was allowed to depreciate and cheap labor abroad sent US… …read more From:: Financial Sense

By Przemyslaw Radomski – It was only a few days ago that we saw a reversal to the upside that made the outlook bullish and we have already seen the opposite of it – the prices of gold, silver and – in particular – mining stocks… …read more