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

By Gary Shilling – When supply is plentiful, the buyer has more power than the seller. That’s certainly true in the escalating trade war between the U.S. and China. And a trade confrontation already exists so the important question is, will it escalate to the level… …read more From:: Financial Sense

By Peter Boockvar By Peter Boockvar – China is discussing the end of all restrictions on having kids “according to people familiar with the matter” according to BN. They reported that “The State Council, China’s cabinet, has commissioned research on the repercussions… …read more From:: Financial Sense

By Patrick O’Hare By Patrick O’Hare – Fans of the Chicago Bears haven’t had much to cheer about since the Bears appeared in Super Bowl XLI on February 4, 2007, but even then, the cheers were constrained because we had a quarterback… …read more From:: Financial Sense

By Matthew Kerkhoff By Matthew Kerkhoff – That phrase doesn’t exactly describe the procession of events over the weekend at the G-7 meeting, but I think it’s a fair assessment of the state of the US economy. Let’s take a look at some… …read more From:: Financial Sense

By Matthew Kerkhoff By Matthew Kerkhoff – Successfully predict the start of the next recession, plus or minus a few months, and you stand to make a lot of money. Not only can you reposition your portfolio towards bonds and cash – typically… …read more From:: Financial Sense

By Adrian Ash By Adrian Ash – Gold prices gave back a $5 rally from new 2018 lows in London trade Wednesday lunchtime, falling back to $1255 as the US Dollar pushed higher once more on the currency market following better… …read more From:: Financial Sense

By FS Staff By FS Staff – Fears of a trade war are heating up, but the US may be in a strong position to make a deal. This time on FS Insider, we spoke with legendary fund manager Felix Zulauf, head of Zulauf Asset Management… …read more From:: Financial Sense