Financial Sense

By Daniel Amerman CFA By Daniel Amerman – Would you have appreciated a single number that could have given you a clear and unmistakable warning before the tech stock bubble collapsed? How about an unequivocal mathematical warning in… …read more From:: Financial Sense

By Kurt Kallaus By Kurt Kallaus – Awareness of the yield curve and the dreaded potential for inversion as a harbinger of a recession has never been more prominent in the news. Esteemed Federal Reserve members, commercial… …read more From:: Financial Sense

By Peter Boockvar By Peter Boockvar – The US ISM manufacturing index for July moderated by 2.1 pts to 58.1 which is a 3 month low and puts it below the average year to date of 59.1. Of note, new orders fell 3.8 pts to 60.2, the lowest since… …read more From:: Financial Sense

By Patrick O’Hare By Patrick O’Hare – It’s the dead of summer right now, which means the heat is on throughout the country. Somewhere else things are hot — and getting hotter — is the financial markets. The heat in the financial markets… …read more From:: Financial Sense

By Chris Puplava 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… …read more From:: Financial Sense

By Kurt Kallaus By Kurt Kallaus – Recently concern has risen over a pending low in unemployment data among other signs of a major stock market and economic top. While a bit presumptuous to assume unemployment can’t go much lower… …read more From:: Financial Sense

By FS Staff 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… …read more From:: Financial Sense

By Kurt Kallaus By Kurt Kallaus – With oil surging to an October peak and perhaps the most contentious mid-term election in history on November 2nd, we posit that stock prices are moving into a trading range with a corrective trend starting as we inch closer to the election… …read more From:: Financial Sense

By Daniel Amerman CFA By Daniel Amerman – Two important financial cycles are currently converging for the first time in more than ten years, and how they work in combination can provide key information about the future value of our retirement portfolios, the future prices of our homes… …read more From:: Financial Sense

By Richard Mills – This article will show that not only is Trump engaging in a trade war, but also a currency war with China. Plus a bit of a history of currency wars. What does a currency war, and a low dollar, mean for investors and for commodities?… …read more