In October 2010, Warren Buffett thought that stocks were far more attractive than bonds, a prediction that proved to be accurate.
Small Bank Insiders Are Buying Shares In Their Companies At A Near Record Pace On a day when the euphoric AI mania is taking a break...
Follow the trend to understand Friday's jobs data, which showed 339,000 jobs were created in May while the unemployment rate increased.
Payrolls Soar By 339K, Blowing Away Highest Estimate, Even As People Employed Tumble By 310K Sending Unemployment Rate Higher With consensus...
This post presents an updated estimate of inflation persistence, following the release of personal consumption expenditure (PCE) price data for April 2023....
Could monetary conditions be supportive of the "soft landing" scenario? While the "recession" versus "no recession" debate rages, there is a precedent...
Investor Home Purchases Collapse Most On Record Residential real estate brokerage firm Redfin released new data that revealed a record-breaking...
The Fed Blew Up Another Real Estate Bubble And It's Losing Air Authored by Michael Maharrey via SchiffGold.com, In March, I warned that...
Fed Hawkishness Will Be Kept At Bay By China's Angst Authored by Simon White, Bloomberg macro strategist, China’s faltering recovery will...
Overview: The market was gearing up for a June Fed hike and officials and this helped lift the greenback. However, the Fed Governor Jefferson, nominated...
Everyone should thank their lucky stars we have Chairman Jerome Powell to steer our economy. He’s done an incredible job navigating these turbulent times,...
Regional Surveys from Philly, NY, Texas and Chicago are all at levels previously indicative of a recession. The lone false signal was the Texas General...
Watch Yield Curve For When Stocks Begin To Price Recession Risk Authored by Simon White, Bloomberg macro strategist, US large-cap indices...
US Job Openings Unexpectedly Soar Above Highest Estimate Even As Number Of Quits Tumble For those following the recent sharp drop in job openings,...
The "International Passenger Weight Survey" runs until June and is entirely voluntary.
Retail Sector Is The "Soft Underbelly" Of The Economy Authored by Bruce Wilds via Advancing Time blog, Prepare for Retail Apocalypse Part...
The Great Silence Authored by Jeffrey Tucker via DailyReckoning.com, The kids are two years behind in education. Inflation still rages. White-collar...
I just refreshed my favourite U.S. breakeven inflation chart (above), and I was surprised by how placid pricing has been. This article gives a few observations...
There's an old adage of Wall Street, which says: "never short a dull market." And while AI is getting all the press these days, the oil...
June is a pivotal month. The US debt-ceiling political drama cast a pall over sentiment even if it did not prevent the dollar from rallying or the...
US Corporations Are Filing For Bankruptcy At The Fastest Pace Since 2010 One would not know it from looking at the S&P which just hit...
**************************** Personal Invitation ****************** Each year, at this time, I invite a handful of investors to join my exclusive Income...
The Treasury Bond - It's Time Has Likely Come Authored by Lance Roberts via RealInvestmentAdvice.com, I received many emails and questions...
Overview: Yesterday's dollar surge has stalled. It is consolidating its gains and is softer against all the G10 currencies. After popping above JPY140...
I received many emails and questions on “why” we are adding the U.S. Treasury bond to our portfolios. The question is understandable, given its dire...
The Public's Trust In The Fed Is At Multi-Decade Lows Each year, Gallup conducts a survey of American adults on various economic topics, including...
Many people are wondering if the higher interest rates set by the Federal Reserve are slowing inflation. For nine months ... Read more
NVDA Adds Record Market Cap; Everything Else Dumps As Debt-Ceiling Idiocy Continues Nvidia... that is all. Yes there was macro data: GDP...
Recent years brought new stresses on the construction industry — COVID-19 shutdowns, supply chain woes, labor shortages and bank failures have slowed...
While stocks have climbed the proverbial wall of worry, most investors are anticipating a recession either later this year or in the first half of 2024....