By FS Staff By FS Staff – This has been a difficult year to call markets. We spoke with Dave Nicoski of Vermilion Research, one of the only groups to call the market correctly so far this year, about what he sees going forward and… …read more From:: Financial Sense

By Adrian Ash By Adrian Ash – Gold prices held in a tight $5 range around $1213 per ounce Tuesday morning in London, moving sideways against a weaker US Dollar as commodities edged higher and Donald Trump issued… …read more From:: Financial Sense

By Matthew Kerkhoff By Matthew Kerkhoff – Right now, in terms of price, the S&P 500 is less than 1% away from its high-water mark set at the end of January. But take a look at what has happened to the S&P 500’s P/E during that time. …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 Kurt Kallaus By Kurt Kallaus – The broad-based S&P 500 and Russell Indices are hitting multi-month highs while the tech-heavy Nasdaq has been reaching record peaks with regularity this year. Despite the Wall of Worry over China Trade… …read more From:: Financial Sense

By Urban Carmel By Urban Carmel – The macro data from the past month continues to mostly point to positive growth. On balance, the evidence suggests the imminent onset of a recession is unlikely. The largest risk to the economy is… …read more From:: Financial Sense

By Tim Duy PhD By Tim Duy – The July employment report provides additional evidence to support the Fed’s campaign to tighten policy rates. At the same time, subdued wage growth indicates that despite anecdotal evidence of rising… …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 Michael Shedlock By Michael Shedlock – Every few months someone promotes complete silliness regarding China displacing the US. Here we go again. The winner by a mile is Lacalle. There is no victory for China. Here are some reasons… …read more From:: Financial Sense

By Kurt Kallaus By Kurt Kallaus – The 300,000 manufacturing jobs already created under Trump plus the 900,000 since 2010 is a nice rebound for the factory sector. It’s the longest and strongest job growth period since the 1960s. However, the big picture is that a return… …read more From:: Financial Sense