Federal Reserve Chairman Jerome Powell’s sudden dovish shift has been a huge boon for the markets in 2019.
The Federal Reserve’s three count must now come with a larger set of consequences — zero interest rates and quantitative easing.
Will Federal Reserve Chairman Jerome Powell be remembered in history as an effective Fed chairman or a total flop?
There’s a large-scale retreat from equities by institutional investors like pension funds, and by Main Street investors like you and me.
U.S. outperformance is coming to an end. This is referred to as “Peak U.S.,” and it’s full of investment opportunities — just not here at home. Investors are looking to emerging markets to profit. John Ross recommends an exchange-traded fund for you to cash in on.
The Commerce Department began publishing this data in 1992. Its sell signal avoided every bear market since then.
The Chinese bull market rally has regained its feet. If you aren’t already, you need to look to Chinese stocks for investment possibilities.
In this video, Paul talks about how millennials are igniting a housing boom — and not just in terms of home purchases, but also for companies at the heart of Bold Profits investment plays.
Many people mistake the Federal Reserve’s short-term retreat on interest rates as a permanent victory over a bear market.
Retail sales saw their biggest drop since September 2009. This news surprised many investors. But there are some explanations for retail’s headwinds.
When it comes to fintech and disruption of the Chinese financial system, this new company is currently center stage.
In truth, there’s largely nothing to any of investors’ fears. And as they began to realize that, they started getting their confidence back.
January was an incredible month for the U.S. economy. Despite the partial government shutdown, it was the most job growth we’ve seen since February 2018.
Nearly half the world has no access to the internet whatsoever. If you’re an internet provider, it means almost 4 billion people are potential new customers.
It seems like China is a bad word in some places. But if everyone hates China today, it could be a great place to look for investment ideas.
As I’ve gotten older, my rate of international travel has slowed. But my international investments haven’t.
The stories cover problems of 2 million government workers. In the next recession, we’re likely to have much more than 2 million unemployed.
This chart is warning of a recession. It’s an important chart. Yet few individual investors are even aware of the indicator in it.
“Predictions are difficult, especially about the future.” After that disclosure, here’s what I think may or may not happen in 2019.
If investors expect the Fed to stop raising rates because growth is slowing, the markets will react. In that environment, I’d take aim at emerging markets.
There is a major event set to take place in the stock market this Wednesday. It’s one that analysts and investors have been speculating about for months. Some have attributed this single event to whether or not the U.S. economy heads into a recession in 2019. At 2 p.m. EST, the Federal Reserve will announce […]
Forecasts are hard to make. But profits tend to rely on forecasts. For a small business, it’s important to forecast well. If there are too many customers and not enough inventory, the business can fail. Too much inventory can also lead to failure. Hiring plans and inventory depend on future expectations. Owners might get it wrong, […]
The narrative is the main idea that guides how we think about the markets. And how we think about the markets is equal to how we invest.
An indicator with an impeccable track record has all but triggered a countdown to the next recession. It warrants caution.
Over the past few weeks, I’ve explained my position that there will not be a recession in 2019. This time, I’m coming at it from the real estate market.
The problem isn’t really tariff rates. The problem is how investors think about tariff rates. Investor sentiment moves markets, not low tariff rates.
We’re in a deflationary boom period driven by rapid technological developments. And the stocks you want to own are the ones creating this boom.
Payment solutions firm Visa is making an effort to encourage small-business owners to use its services. Visa received entries from across the United States for its Visa Cashless Challenge. And 50 businesses won. They each received $10,000 to spend on improvements such as digital commerce enhancements, point-of-sale upgrades, etc. These conveniences help businesses attract customers […]
Where do we go from here? From my perch, it looks like the markets have already priced in the Federal Reserve’s work, at least in the short term.
Expectations were for a whopping 17.3% sales growth for Black Friday weekend online sales. But even those sky-high expectations got shattered.
Black Friday is always the Friday after Thanksgiving, and shopping habits on that day have helped drive year-end growth for the stock market.
While the economy is driven by data, stock prices are driven by emotion, whether good or bad. And right now, fear has a strong grip on the overall market.
We’re in an era of rising interest rates and declining liquidity — both courtesy of the Federal Reserve’s policies over the last three years.
Competition is what made capitalism a success story. Without competition, capitalism is simply a big racket, with us as the marks.
Chinese online retailers rake in billions as consumers splurge to snap up once-a-year deals on must-have goodies. But Alibaba tops them all.
Consumer prices’ slow and steady climb will force the Fed to keep raising interest rates. Inflation needs to be subdued for the Fed to stop raising rates.
You might remember the last recession. Unemployment jumped from 4.8% to 10%. The S&P 500 Index dropped more than 55%. It sent such a shockwave through the business world that it was given the moniker of “Great,” though it certainly didn’t feel so great when it was happening. That recession officially ended in June 2009. […]
Try as it might to continue its success, Amazon has a huge, distracting problem on the horizon — government antitrust action.
Since 2005, there have been eight years in which interest rates have gone up. However, they really haven’t had a bad effect on profit growth over the long run.
The health care sector is one industry where less meddling from a well-meaning Congress should provide a lift instead of stagnation.
The long-term interest-rate trend just shifted, ending a 28.9-year trend. And that’s not good for businesses, consumers or stocks.
This stealth bull market could reap you hundreds, possibly even thousands of percent in gains — especially if you get in before Wall Street does.
I gave you my advice about this election when I said: “Throw the bums out.” When the results come in, it is doubtful my recommendation will be followed.
The current cycle will change from expansion to recession someday. That day may be close. No matter when it comes, the United States is doomed.
Too much of America has been left behind in the latest economic boom, and it is creating a problem that will derail further gains.
Saudi’s problems didn’t start with the the Khashoggi killing. That only adds to a long list of authoritarian tendencies undermining potential investors.
Despite various headwinds, carriers placed a record number of orders for new trucks this quarter. September saw orders for semitrucks jump 92%.
While the Federal Reserve may be a big threat to President Donald Trump’s agenda, it isn’t the biggest threat to the stock market.
Trump’s comment sheds light on something I have wrote about before — that we are on the cusp of the next major recession for the global economy.
Stock prices reflect future expectations. And data tells us investors will grow pessimistic next year as both economic and earnings growth slow down.
If there’s anything that could be repeating itself, it’s the inability of the tinkering Federal Reserve to get through a rate-hike cycle without significantly impacting the market.
The Bureau of Labor Statistics reports that there are currently more job positions open than there are workers in 12 out of 14 industries. Michael Carr shares more info.
Oil is going to $100. Bank on it. I know I’ve harped on alternative energy as the way of the future numerous times in the past. That’s still true. Alternative fuel cars are still going to dominate the roadways, even electric cars — Elon Musk’s run in with the U.S. Securities and Exchange Commission won’t […]
Judging from the media headlines, this is a volatile period in the stock market. We’ve all seen the news: Emerging markets are crashing! A global trade war is imminent! And rates are rising, despite President Trump’s disapproval. All of this makes for great headlines. It also comes across as vital information, driving market prices back […]
It was November 2016. My colleagues and I convened to discuss our biggest and best ideas for the various markets in the years ahead. One of my ideas was “peak demand.” I believed we could approach a point in a few years when global oil demand growth slows down. The world will not stop using […]
U.S. jobless claims are even lower than the headlines reveal. But there is some bad news: There are too many people working.
Federal Reserve officials watch hundreds of data series. Among the most important is this one. Fed Chairman Jerome Powell even spoke about it recently.
Doom and gloom are high this week. But don’t fear. Seasonality is on our side. September is a great time to buy stocks at good prices.
People are going to get tired of waiting for their lives to improve. When they do, they will start to act out politically and destabilize the country.
Tariffs won’t create jobs. Government mandates won’t create wealth. That means traders won’t react to new trade agreements. News reporters will.
Everything is in place for the next uptrend. Prices are set up for the next bubble. Now is the time to buy as traders scramble to catch the uptrend.
The White House has taken a harsh stand on illegal immigration, vowing to build a wall along the Mexican border, but also to cut legal immigration by half.
Overall, it was a historically great earnings season. The 9.9% growth in sales over the past year is the best since 2011.
The American energy revolution is showing promising signs. After years of weak oil prices, the energy sector is seeing a revival with oil over $60 a barrel.
History shows that when large institutional investors exit the market, leaving behind a smaller pool of retail investors, it means a correction is coming.
Turkey is the summer’s crisis. Analysts are warning of dire global consequences. But Turkey isn’t a big problem. It will even boost the U.S. stock market.
We all should be concerned about the continuing destruction of our rights. All who qualify should vote to protect our rights and ourselves.
People like to sue. And if you’re building up a sizeable store of wealth, you’re vulnerable. So I urge you to start protecting yourself.
When you go and look at the facts, there’s a night-and-day difference between what the news headlines say and what our economic research shows.
The U.S. agriculture sector is caught in the crosshairs of a geopolitical trade war. Farmers are facing mounting uncertainty with limited options.
Last Friday, we got news about the U.S. economy that we haven’t seen in over a decade. And despite all the worry about a recession, it was good news.
Declining home sales show that more potential homebuyers are deciding to rent. And as prices continue to climb, we could be looking at the next housing market peak.
But while the markets seem to be shrugging off trade worries, businesses are starting to worry about the impact of a U.S.-China trade war.
Large companies, fearing a trade war, are moving products around the world before tariffs increase. This has important implications for the stock market.
Sure, American banks are unloved and a bargain. But global banks — trading at near-historic lows — are an even better buy.
Many investors are watching the potential trade war. But they might miss another important story: China’s economy is already slowing.
What Trump did, and what he said, gives much more than comfort and aid to Russia, an obvious enemy of America and of freedom everywhere.
We have a new type of U.S. economy where the corporate elite have used their political influence to break the link between productivity growth and wages.
Another rock-solid quarter of earnings, as this chart indicates we will see, will surely lift the S&P 500 Index to new highs.
Both the U.S. and China are entering this showdown from positions of strength. That’s why it’s almost certain the trade war will go further than you think.
President Donald Trump said he wants to put this Midwestern company out of business. Yet, I believe we have an opportunity with this name.
We decry the ways government attempts to intervene in social matters diminish our freedom. We should feel the same way about tariffs.
The trade war between the United States and China might have rattled traders, but there are still ample opportunities to be found selling to China’s billions of middle-class citizens.
The Fourth of July holiday should have, for each of us, a far greater meaning than fireworks, picnics and a day off work.
The market is starting to sniff the negative potential outcome of a trade war. And institutions are starting to hedge their risk of a market sell-off.
Some stocks are going to get hit hard because of President Donald Trump’s trade war threats against China. Some of these are among the most popular stocks.
If you’re invested in these vulnerable U.S. multinational firms, you should be very concerned about President Donald Trump’s rapidly escalating trade wars.
Last week, the Dow Jones Industrial Average fell eight days in a row before delivering a gain on Friday. This happened just five other times since 1900.
This trade spat could escalate and continue longer than most people expect. If this occurs, it will not be good for markets in the near term.
When investors are fearful of a trade war, they’re not going to be dumping money into U.S. stocks. But they will consider gold.
In 2007, banks were hoping things would be different. They ignored history. But it turns out that just hoping for the best is a bad strategy.
Americans owe record amounts on their credit cards, car loans, student loans and mortgages. But, as I’ll show you, there is a way to profit from the trend of rising consumer debt.
There’s an indicator I watch to determine whether or not the U.S. economy has turned the corner. And so far in the latest quarter, it’s trending higher.
It’s hard to be a contrarian. To go against common wisdom. It’s like walking upstream in a river … but that’s where we find the best opportunities to profit.
Voice recognition technology is clearly already having an impact on how we live. And this chart takes that one step further by showing how much it can still grow.
We’re talking about huge, sustained growth in a technology that’s now becoming more appealing for more people. And investing in this trend could offer huge returns.
The Federal Reserve meets this week. Traders believe it will raise short-term interest rates. Higher rates slow economic growth, and the Fed believes it needs to slow growth.
The time to sell solar stocks has passed. Now is the time to go hunting for value and add an American solar company to your portfolio at a considerable discount.
One indicator’s last sell signal came at the end of January. That was the exact day the S&P 500 Index peaked. Now, we are getting the first buy signal since that decline.
In 2018, I realized the grave difficulties both of my grandsons and all young Americans face today. And these young Americans are very much concerned about their future.
The recent royal wedding — between an American and a Brit — offers some lessons about how we Americans are taxed when we live and marry abroad.
There have always been worries over Italy’s debt and politics, but the country is now reaching a boiling point as its populist politicians failed to form a government.
With extremely low unemployment and low interest rates, homes are in such high demand that more and more have to be built.
Much has changed since the ’80s. But the wisdom of the bond market hasn’t. Bond traders often warn of problems before traders in the stock market spot the changes.
Today, I have another incredible opportunity that I don’t want you to miss out on — it’s the next major stock market rally.
Investors may not need overseas exposure. They need exposure to stock markets that go up, after currency effects are considered. But that’s impossible to predict.
Man’s love affair with this metal began over 5,300 years ago. However, it’s our high-tech future that will bring about a bull market that no investor should miss.
Homebuyers are rushing to take advantage of easy money while they can. But as the easy money dries up, so too will demand.
These numbers suggest that the market should still be at an all-time high, since that’s where earnings are at this point. So why isn’t it?
Members of the Fed try to manage how fast the economy grows. Usually, they manage to slow the economy. But they also end up causing a recession.
Moats in the way that Berkshire Hathaway CEO Warren Buffett defines them are lame. I believe this is a terrible time to invest in Buffett’s moats.
Gains in oil seem like a natural response to any action against Iran. But as this chart shows, oil is now at an extreme level only seen in bubbles.
Things are looking stormy. In fact, a number of bear-market signals have started appearing, which indicates that we might already be in a bear market.
Outside of a few pullbacks, the stock market has been rallying for 10 years. But for the first time in a decade, the stock market is about to face a challenge from the bond market.
There’s one sector that’s got some great-looking data, but that’s really just masking an even bigger problem…
Some people are angry about reductions in corporate tax rates. They argue corporations are seeing record profits because of the cuts. But this chart shows that’s not the case.
Several weeks ago, I concluded that rewarding shareholders with buybacks and dividends is the best choice. Now, I want to explain why the other choices both destroy wealth._
Financial markets filter stories for risk. The market reaction tells us which news stories to worry about. And right now, markets are telling us to worry about Russia.
The Veteran Affairs crisis provides a cautionary example of what happens when nervous Washington politicians try to micromanage a medical system.
With talks of the U.S. losing in trade deals, there is a surprising victory with our southern neighbor. To understand why, we have to take a couple steps back…
I want to congratulate you on surviving the first market correction in nearly three years. Now let me explain why it’s over, and how you can profit.
A key sign to look for is consumer optimism. That’s because a jump in demand for big-ticket items will be a boost for the stock market.
The extreme rally to start the year is completely gone. But when emotions run high, it’s always the best time for a reality check.
Investors fear that soy prices will suffer from a possible trade war with China. Yet, there is reason to be bullish about the world’s most popular bean.
So why has Amazon’s share price fallen more than 10% since late February? And why does President Donald Trump hate it so much?
The Fed has historically been behind the curve. And right now, it is late to the party as well, and it will precede the next major rally for the stock market. Let me explain…
Dow 121,000 seems unimaginable right now. But it’s a level that assures millennials who save even small amounts can build a retirement nest egg.
The recent GOP-Trump budget-busting, debt-hiking tax law drove another nail in the coffin of the Republicans as the “conservative” party.
I’m going to outline a pocket of strength that will endure and even flourish in these changing market conditions. And it comes from the much-maligned oil sector.
Tax cuts for corporations provided the latest reason to demonize corporations. In particular, some object to massive share buybacks, which they view as anti-employee.
Investors’ expectations for yet-higher quarterly profits are so strong, it won’t take much to put the kibosh on the market’s rally.
The trickle-down effects of protectionist policies like tariffs will upend the U.S. economy as we know it. Here’s how it works…
They call Uruguay the Switzerland of South America. That particular shoe fits … except, last I checked, Switzerland had no world-class beach resorts.
As Italians voted over the weekend, polls highlighted how divided the country was. But Italy’s problems extend beyond the country’s political parties.
This is the start of a massive transformation in our daily lives. And it’s going to create opportunities for us to profit.
I’m going to show you two charts. You can decide what to do. If you choose wrongly, a year from now, you’re going to want to punch yourself in the face.
The push to power China with natural gas cut pollution levels in half. However, high demand for natural gas this winter caused massive shortages.
A parade can be a public procession celebrating a special day or event, or it also can describe a boastful, ostentatious display of aggrandizement.
On January 1, I wrote that a market panic was likely in 2018. So, with one prediction already fulfilled, I write you again with a new prediction for 2018.
After a sharp sell-off, the Dow was down more than 10%. Declines of 10% in less than two weeks are fairly common. Yet the most recent one stands out as unique.
Fear is employed constantly by the government to gain public support for the massive U.S. police state surveillance system now in place.
Bond king Jeffrey Gundlach said that if the 10-year yield rises above 2.63%, it could start to hurt equities. On Friday, the rate was at 2.64%.
Tariffs give a country time to develop a capability or to protect a critical industry. However, China showed there could be a better way to fight a trade war.
At least for now, traders don’t agree with the Fed. In the futures markets, traders are betting with real money that interest rates are going to decline.
Hypocrisy is a dominant characteristic of politics and politicians in America today. And the recent tax legislation is a sickening example.
Lumber prices are an important economic indicator. High demand for lumber means homebuilders are building houses, which boosts economic activity.
The U.S. now has more than 550 megawatts of “virtual power plants” hooked up. And the next country ready to join the energy storage parade may surprise you.
Today we are reminded of an old story about taxpayers seeking haven. It comes from Saint Luke the Apostle, with a wish for a very Merry Christmas from all of us at The Sovereign Society.
Many investors and bankers act as though there is no day of reckoning, while American politicians cut taxes when the national debt nears $21 trillion.
Low rates mean slow economic growth. Traders are expecting a recession, possibly starting at the end of next year. This is consistent with my indicators.
The recent tax bill that was passed lowers the corporate tax rate from 35% to 20%. That will make a huge difference to companies that spend a lot of money.
What force galvanized that unique American unity that, with our allies, combined to defeat the Japanese and Nazi aggressors?
The inflation that the Fed has been searching for has shown up in the most unexpected places, and it can’t be ignored any longer.
An awfully big antitrust trend is already in the works for Big Tech – and investors should beware of what an Amazon Antitrust fight could mean for you.
The latest survey shows that the price of Thanksgiving dinner will be the lowest in five years. And the reason for this is simple…oil prices. Here’s why.
This chart shows that there is serious weakness in the employment market. There are several possible causes for the decline…
An important thing to look at when gauging our economy is the overall consumer confidence outlook. Right now, that outlook is extremely positive.
There’s a way to turbocharge a revenue-producing asset play. It’s a play you should consider making … before it’s too late.
A new transportation system is coming soon that will completely change the auto industry and, in time, life as we know it.
The important question is whether two straight months of gains is a sign of exhaustion or strength. Fortunately, there’s good news here.
Proposed corporate tax reform sounds good for earnings on paper. But, as this chart shows, corporations aren’t paying the top rate.
There’s a precedent for something as “unprecedented” as tax reform under an unloved president. And the precedent is bullish.
The ability to determine truth from falsehood is essential. But in an age of tweets, fake news and digital subversion, truth is elusive.
Wall Street still has a monopoly on one essential part of trading … but in time, the internet is going to wipe out this current advantage.
The Fed tries to stop raising rates before it starts a recession. But that’s hard to do … and it usually isn’t successful.
If you’re worried about your health care coverage, you need to start thinking of an alternative to insurance companies … and I know just the thing.
It has been almost impossible for investors to make money in Japan. But stocks are rallying, closing at a 21-year high this week.
Several companies have been competing to serve as internet providers for the entire world. The winner, at least for now, appears to be this startup company.
When it comes to factory automation, China is way ahead of the game. In fact, the demand for robots in China is more than twice as high as any other country.
Under Trump’s plan, your taxes are more likely to go up than down … while pouring fuel on the financial fire that is burning away America’s economy.
There’s another storm ready to pummel the U.S. and leave behind a painfully slow recovery that could eat away at your wealth if you’re not prepared…
For months now, I’ve been beating the drum on “the next China” — India. The country has an important economic tailwind pushing it in the right direction.
Value investors like cheap stocks. Momentum investors like stocks that go up. This country’s ETF offers both value and momentum right now.
2017 will see the most houses built in the last decade. And within the housing boom, another trend is in place.
Millennials are a focus of my Profits Unlimited service. This generation is also why I base my strategy on one thing. Just one thing.
In recent weeks, North Korea demonstrated new weapon capabilities. And right now, there is no way to forecast how this situation is resolved.
Back in mid-July, I recommended investors look at Brazil. And for the second quarter in a row, Brazil posted better-than-expected positive economic growth.
Harvey will affect millions of lives, the economy of Texas, the nation’s economy and the stock market.
While the flooding in Texas deserves our attention, there is a dangerous analogous threat: the perfect storm brewing within the U.S. financial system.
If employment is increasing, tax receipts should be growing, But at the end of August, employers were making smaller payroll tax deposits.
Markets are inherently unstable. And right now, the housing market is in a rare state of equilibrium. This can’t last for much longer.
As the market begins to realize how undervalued the mining and metals industry has become, a clear standout investment has emerged.
My market-based forecast is bearish for the economy. It’s also bad news for anyone looking at financing a big purchase after December.
There’s one important thing the media isn’t telling you. And if you don’t know this, you’re going to miss out on massive gains in the stock market.
We all have a natural tendency to want to invest in our home countries. However, an investor in any number of international indexes has done much better.
Economists talk about growth in terms of GDP or income. These factors are important, but they don’t tell me anything about the average family.
You never want to find yourself unprepared for the next correction … and we’ve got a few bumps in the road that we can watch for.
Harley-Davidson recently received an up-close look at the dangers of not paying close enough attention to the tastes of America’s millennial generation.
Taking a road trip to Minnesota seemed like a great idea. So, too, did the idea of renting an RV through a peer-to-peer service called Outdoorsy.
Greece is almost a synonym for unending economic crisis. But despite the problems, investors are buying Greek stocks.
Turning back the clock is always a popular idea in the country, as President Donald Trump’s election demonstrated.
In calls with analysts, 61% of companies warned that the strong dollar is a cause of concern. CEOs might be trying to manage expectations.
The global bull market isn’t finished, but sometimes it helps to step away from where the action’s been hot and look for fresh opportunities elsewhere.
Where we are getting our energy has changed dramatically over the years, and that is creating an incredible opportunity for investors…
The $2.7 billion fine against Google is the opening shot in a soon-to-erupt antitrust war that’s going to take down some of techland’s most dominant names.
It is possible there are no problems below the surface of the European banking system. But the large bank failures are warning that all is not well.
There’s no doubt our economy is just sputtering along, which isn’t necessarily bad. But the fact it continuously fails to live up to set assumptions is problematic.
Our economy has a problem that could easily become the next black swan event that topples the stock market and your plans for retirement…
Get ready, American manufacturers (and American investors), because a new player on the geopolitical stage — India — is coming for your business.
The rise of popular large-cap emerging market indexes has been dominated by a quartet of highly popular homegrown Chinese tech companies.
It shows you just how far Europe’s economy has come that even its sickest members are starting to revive. Can the good times continue? The data say yes.
Solar energy has emerged as a dominant force that is not only an unlimited resource, but also becoming cheaper and cheaper.
Pundits warned that we shouldn’t politicize Wednesday’s shooting. But how do you depoliticize the attempted assassination of Republican lawmakers?
With the Fed raising interest rates on the heels of a disturbing report on U.S. consumer debt, I’m left wondering how the rest of the country will fare.
We expect 10-year yields to move higher when the Fed raises short-term interest rates. But nothing seems to be normal in the current economy.
We are faced with a big problem that is threatening to sink our economy, and it’s crucial that we take action now.
In business after business, the food industry is finding out that millennials’ preferences are different than their parents’ or the previous generation’s.
There are more job openings than new hires. This indicates employers have problems finding qualified applicants, which is important for a couple of reasons.
The prospect of large-scale energy storage promises to disrupt the entire business of electricity distribution as we know it.
We spill a lot of ink in this country about the huge amounts of money that might be spent on improving our infrastructure — but we’re missing the bigger picture.
Some American colleges have become breeding grounds for anti-free speech and politically correct zealots, some deranged to the point of using violence.
Banyan Hill has been the contrarian “voice in the wilderness” about Europe for some time now. But now the rest of the investment community is coming ‘round.
There’s a good chance some of President Donald Trump’s proposed budget will become policy. And every policy change creates winners and losers.
A Gallup poll found that only 54% of American households own stocks. For the rest of Americans, paying today’s bills replaced investing in the future.
More than 90% of companies in the S&P 500 Index recently reported first-quarter earnings … and the results are the best we’ve seen in more than five years.
Fed economists concluded that low interest rates could last for years. This means that consumers who save money are losing buying power.
To get qualified employees, businesses will need to pay more. Higher wages should contribute to higher inflation. This could finally push inflation above 2%.
A small group of important convenience store retailers in Japan are taking a different approach: completely cashierless stores.
Few economic indicators look ahead, but one that does is the ISM Report on Business. This makes the ISM survey a must-read for serious investors.
Stocks soared after the U.S. election, but that pace of growth has slowed during 2017. So is the Trump rally over, or is there another run higher?
Given the increase in wages and salaries in the Employment Cost Index, don’t be surprised if consumer spending mounts a significant comeback.
With more than $1 trillion in e-commerce sales projected in China this year, and more than $1.5 trillion in 2018, “massive” is an appropriate description.
The CAC 40 is a benchmark French stock market index. The day after Sunday’s election, the index gained 4.5%, breaking out to new highs for the year.
In a recent survey, 83% of global fund managers saw the U.S. as the “most overvalued region” among the world’s equities marketplaces.
Postelection rallies are common. They reflect hope. Performance in the first 100 days reflects reality. And President Donald Trump’s first 100 days are average.
China is adding robots at an average pace of about 20% annually. In other words, about 650,000 new robots are expected to be installed there by 2020.
Efficient markets assume that all traders, as a group, know everything. This is good news for those worried about the situation in North Korea.
Health care spending now accounts for more than 17% of the U.S. economy. Even with insurance coverage, more adults are struggling with health care expenses.
One data point that I follow when it comes to gross domestic product (GDP) is the Atlanta Federal Reserve’s GDPNow forecast.
I have previously emphasized Gibraltar’s important role as a tax haven in the EU. Indeed, its pending fate could determine the success or failure of Brexit.
For one group of workers, the pay has been anything but stagnant. And yet, employers are still having trouble getting enough people for the job.
I turned to you last week for feedback. I was curious if you felt your happiness in the U.S. was lessening — and, if so, were you considering alternatives?
The 2009 “cash for clunkers” program created a shortage of new cars and caused prices to climb higher. It also lit a fire for new-car leasing.
Many are calling auto loans the next subprime crisis. They’re too polite to point out the cause of the problem, but I will assign blame to the responsible.
America’s car-buying boom is fueled by so-called subprime auto loans that are very much like the infamous subprime mortgages of the 2008 financial crisis.
What makes this trend worth watching is that it’s not limited to the United States, where higher prices alongside a reviving economy might be expected.
Wall Street is seeing strong job growth as a green light for the Federal Reserve to boost interest rates at the close of its meeting on Wednesday, March 15.
The last time the U.S. GDP annual growth rate topped 4% was back in 2000, so it will be a substantial achievement if President Donald Trump can pull it off.
If you look at the big jump that happened in the Dollar Index starting in 2013 … this did not happen because of strength. It happened because of weakness.
If you want to know the most successful technology company in the stock market right now, it might just be a company that happens to make pizzas.
The economy-wide benefits of having affordable health care outweigh the costs. Here’s my case … and I want to know if it’s a convincing one to you.
Amazon has been unable to make any significant headway in China, though, as Business Insider notes, it’s not for lack of trying.
The German public has been strongly opposed to using their tax dollars to subsidize banks in other countries. Unless that changes, the EU might not survive.
It seems that there could be significant consequences if President Donald Trump fails to deliver after lifting spirits and stock prices so much.
With more than 70% of the companies in the S&P 500 reporting for the fourth quarter, earnings are, to use the technical term, fantastic.
America has a debt problem. That shouldn’t come as a surprise. Americans continuously told that debt is good. But these bad habits could bring the economy to a sharp and painful halt.
Superman was ahead of his time when he renounced his U.S. citizenship following a dispute with the government. Now, more Americans than ever before are following his example.
The euro has been called an unmitigated disaster … a currency without a country. But you’re not getting the full story, and it’s that story that means the euro is safe, for a while at least.
Due to a myriad of factors, the number of manufacturing jobs in America has declined rapidly in the past several decades.
For those who believe it’s always darkest before the dawn, there are great long-term investments in countries that seem overwhelmed by bad news.
The U.S. economy is being steered by black swan president and economists with isolationist views. It’s an environment that breeds inflation and screams: “Buy gold!”
If you believe President Donald Trump’s promise to grow the U.S. GDP, the bull market could easily continue. However, a major roadblock may be in his path.
Increasingly, our country’s economy is being defined and dominated by one generation’s preferences, habits and spending tendencies.
Once “too big to fail” banks have grown so large that it raises a troubling question: Are they now effectively too big to save in the next financial crisis?
President Donald Trump promises that 4% GDP growth is coming soon. Here’s what that kind of economy would look like … and how you can profit from it.
As Donald Trump’s inauguration shows, it’s absolutely crucial to prepare for the unexpected. Especially since 2017 may have some surprises in store for the stock market…
Millennials’ interest in traveling throughout the country is often mixed with a love of being active outdoors and engaging in adventurous activities.
Friday is Inauguration Day for Donald Trump. That word, “inauguration,” comes from the Latin original, meaning a “consecration or installment under good omens.” Let’s hope so!
A new study says that 94% of the 10 million jobs created after 2008 were temp positions. That’s 10 million jobs with no security and little future … it’s a recipe for disaster.
As we prepare to tick over to 2017, it’s important that we all take steps to break out of our comfort zones, expand our knowledge base, and take intelligent, calculated risks.
Stocks have reached stupid valuations, and bonds are under assault from Fed rate hikes. So, here we are, at a point in history when down is far more likely for each than up.
Strong is good. Strong earnings. Strong sales. These paint a picture of economic growth, which is good for the country. But when it comes to the U.S. dollar in a global market … strong is a problem.
America is stuck on a merry-go-round that is failing to boost our weak economy. It’s time for investors to return to hard assets for security and growth.
Right now, the market is roaring higher. This could easily turn into the next big market rally … or it could end up as a sucker’s rally right before a market collapse. So which is it?
Labor strikes were relatively common 30 or so years ago. They’ve become increasingly uncommon since. But we may be on the verge of a reversal in that trend.
After one of the most divisive election campaigns ever, remember that Thanksgiving is a day to count our blessings as Americans, to consider what unites us and not to dwell on what might divide us.
The Dow topped 19,000 for the first time ever on Tuesday. Bond prices are plunging. The dollar is at a 14-year high. I even heard talk of the global economy picking up speed! Beware what comes next…
As the Internet of Things takes over, it will do more than provide convenience. It promises to steal nearly all existing jobs. Without change, this is bad news all around for pretty much all of us.
America will soon be under complete Republican control — House, Senate, president. Looking back at prior periods of single-party control reveals a rather shocking stock market discovery…
The October jobs report may have given Yellen the green light for a December rate hike … well, assuming that the market doesn’t implode after the presidential election.
Yellen & Co. just finished another meeting and it’s no shock that interest rates remain unchanged, but December could prove to be dangerous for the market.
For the first time ever a self-driving truck completed a commercial delivery last week. With real jobs on the line, we can no longer relegate robots and A.I. to the realm of science fiction.
Manufacturing doesn’t command the same presence it once did, but it supports a healthy middle class and the overall economy, and a new body in the Oval Office isn’t going to stop the collapse.
In better days, America’s capitalist democracy was the envy of the world. Now, however, it’s dead … and American voters are the ones who killed it.
The job market remains ugly. We’re not creating enough high-paying jobs to support the middle class, and we’re replacing low-paying jobs with robots. Where does that leave us?
Throw a rock into a pond and it takes time for the ripples to disrupt an ant pile built on the far shore. Brexit is no different.
Can you inflate a balloon by taking out the air? The answer is obvious. And, yet, Wall Street is rising (to rarefied levels) even as money is flowing out. How can this be?
As another earnings season comes to an end, one thing immediately jumps out: Stock prices are out of whack from their core value — earnings. And the implications are dire.
Despite the Fed’s blather, America’s chemistry is off. An ingredient necessary for a vibrant economy is missing. One look at the data will show you exactly what’s missing and why.
In a world where machines can make perfect burgers, there’s no need for $15-an-hour burger flippers. But the solution, basic income, is more science fiction than fact.
Price discovery. Never heard the term? Remember it, because it explains the logic defying melt-up the market is going through right now.
Since 1920, only six presidents have served a full two terms, or eight years. Obama is about to make it seven, resulting in a rare market cycle with an ominous outlook.
Every bit of economic data is dished up for consumption. A one-off snapshot that says nothing about the true state of the U.S. economy … that a consumer-driven downturn on the way.
Wall Street celebrated on Friday, roaring higher July’s jobs data. But it’s too early to give the all-clear, and it’s definitely far too early for the Fed to start raising rates.
What we are led to believe as “truth” in America is no different than what the Soviets were led to believe, and only by disengaging will you get facts to defend investment decisions.
As the presidential election draws near, Donald Trump stands a fair shot at claiming the Oval Office.But his win could spell trouble for the global economy.
Negative rates are a financial horror show. They’re already a reality in Japan and the EU. But some banks are beginning to balk at the idea by vaulting hard currency and gold.
The June jobs report blew past expectations, but the devil is in the details. An economy built on falling corporate revenue, declining goods orders and low-paying jobs cannot stand.
In politics, we typically think fiscally conservative and tax cuts for Republicans and wasteful spending and tax hikes for Democrats. But are our assumptions true?
This “most hated” bull market will soon become a hated bear market, and with margin debt rising unchecked, those with overleveraged accounts are going to get wiped out.
Brexit wasn’t just about the U.K. leaving the EU. All of Europe was watching, waiting for the green light to start shouting for their own referendum. There is only one safe haven in this storm…
Were you convinced by the unemployment rate drop to 4.7% in May? That is what the government reported. But a closer look at the data reveals something else.
The stock market has reached a near-euphoric level of buying enthusiasm, and several billionaires are now selling into the rally. It’s time to follow the money, but not the crowd.