The Fed Is Going To Make A Mistake Authored by Lance Roberts via RealInvestmentAdvice.com, Well, that didn’t work out as planned. Last week, we said: “Notably, the...
Despite Surging Inflation, The Bulls Shake Off Weakness - Market Review And Update
For decades, tax incentives have been a major policy tool to spur economic development and attract and retain good jobs. In recent years, however, these incentives...
Gold & The Coming Oil Shortage - Part II Via GoldMoney Insights, The oil price crash on the back of the COVID-19 lockdowns has accelerated the...
European equities head higher European bourses are on the rise rounding off an upbeat week. Following all-time highs on Wall Street overnight and record Chinese quarterly...
The Global Debt Problem Authored by Alasdair Macloed via GoldMoney.com, It has been recently estimated that global debts stand at $284 trillion equivalent, representing 355% of...
The Equity-Gold Price Conundrum, Part 2: The Great Inflation Via GoldMoney Insights, Equity markets have relentlessly rallied over the past 12 months, pushing valuations to extreme...
The Equity-Gold Price Conundrum, Part 1: The Great Batsby Via GoldMoney Insights, The relentless rally in equity markets has pushed valuations to extreme levels based on...
The Feedback Loop Between The Fed & The Elite Authored by Lance Roberts via RealInvestmentAdvice.com, There is a belief the stock market is “making everyone rich.” The reality...
China Cuts Growth Outlook, Increases Military Spend, Shrugged Off Climate Change In Latest 'Five-Year Plan' When it comes to official documents, China’s five-year plans (FYPs) are...
There is a belief the stock market is "making everyone rich." The reality is that only a small percentage of the economy owning the majority of...
Last year was among the worst years for the energy sector. The global recession triggered by the novel coronavirus ensured that oil prices remained depressed. However,...
Early projections for US economic output in the first quarter point to extension of the rebound that started in last year’s Q3. A set of nowcasts...
McIntyre Partnerships commentary for the fourth quarter ended December 2020, discussing discussing their new positions in Marcus Corp (NYSE:MCS) and Corporacion America Airports SA (NYSE:CAAP). Q4...
The Mystery Of The Stagnated Productivity Growth Authored by Tuomas Malinen via GnSEconomics.com, In late 2017 we reported, as probably the first macroanalytic firm in the world to...
Though the pandemic is causing pain throughout the housing sector, it also creates an opportunity to enact common-sense industry reforms that address the root causes of...
Roubaix Fund Composite commentary for the fourth quarter ended December 31, 2020. Q3 2020 hedge fund letters, conferences and more Dear Partners, During the fourth quarter...
Beige Book Finds Prices Rising Everywhere One month after the November Beige Book toed the "modest recovery" party line with most of the Fed's 12 districts...
Manufacturing PMIs for BRIC economies for 4Q 2020 are discussed here: https://trueeconomics.blogspot.com/2021/01/4121-bric-manufacturing-pmis-4q-2020.html.Services PMIs are covered here: https://trueeconomics.blogspot.com/2021/01/6121-bric-services-pmis-4
Why The 2020s Won't Be Like The Roaring '20s Authored by Brendan Brown via The Mises Institute, Reincarnation of the Roaring Twenties - one century on...
By Robin Marshall, Director of Fixed Income Research, FTSE Russell. According to recent data, US Treasuries have become expensive compared to other major sovereign bond markets...
Illustrated (red squares): Figure 1: GDP as reported (black), Administration current forecast (red squares), and WSJ December survey mean (blue). Trough assumed to be 2020Q2. Source:...
Can We Trust Mr. Market's Booming Economic Outlook? Tyler Durden Wed, 12/16/2020 - 09:05 Authored by Michael Lebowitz via RealInvestmentAdvice.com, The Sopranos- Season 1 Episode 5...
Can We Trust Mr. Market’s Booming Economic Outlook? The Sopranos- Season 1 Episode 5 “College” Meadow Soprano speaking to her father Tony: “Are you in the...
The Canadian dollar weakened against its US peer to close out the trading week, with energy prices and producer prices coming into focus. The loonie is still on track to record a modest weekly...
Leaving aside the day-to-day fluctuations, markets are on an upswing. The NASDAQ, the popular tech-heavy index, is within 2% of its all-time high, and the S&P...
Leaving aside the day-to-day fluctuations, markets are on an upswing. The NASDAQ, the popular tech-heavy index, is within 2% of its all-time high, and the S&P...
There would be some 5.7 million additional households today if Americans formed households at the same rate they did in 2006. The post After Years of...
Crescat Capital‘s research letter for the month of November, titled, “A Vicious Debt Spiral.” Q3 2020 hedge fund letters, conferences and more The structure of the...
2 'Strong Buy' Stocks Poised for Growth