This chart is warning of a recession. It’s an important chart. Yet few individual investors are even aware of the indicator in it.
If you’re hoping for a swift rebound for the stock market in 2019, the latest holiday sales numbers will be welcome news…
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.
Traders were right that Fed Chairman Jerome Powell’s recent speech was important. But buying stocks was the wrong reaction.
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.
While tariffs are being tossed around like chips in diplomatic talks, businesses and people are facing real consequences.
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.
President Donald Trump has recently touted the fact the United States is collecting billions in revenue from his tariffs. But he is only partially correct.
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.
Businesses and consumers are thriving. Here are a few important indicators that reflect the overall bullish outlook on the United States economy.
Black Friday is always the Friday after Thanksgiving, and shopping habits on that day have helped drive year-end growth for the stock market.
Thanksgiving always has been a day to pause and consider our blessings as Americans, to consider what unites us, not to dwell on what divides us.
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.
U.S. President Donald Trump will talk trade with Chinese President Xi Jinping on November 30. Trump has been optimistic. But will China come to the table?
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.
U.S. credit card debt topped $1 trillion this year for the first time ever. And many Americans are forced to make some difficult choices…
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. […]
Everywhere you look, someone else is calling for a crash. But a lot of impressive, undeniable facts about our economic boom are being overlooked.
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.
Things were different in those days. American politicians were willing to question their military commanders … a far cry from the deference shown today.
The long-term interest-rate trend just shifted, ending a 28.9-year trend. And that’s not good for businesses, consumers or stocks.
I continue to believe that Tuesday’s election outcome and the prevailing market sentiment set us up for a year-end rally.
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.
It looks like everything is humming along nicely. But we are starting to see cracks in this amazing economic picture that could spell trouble.
Too much of America has been left behind in the latest economic boom, and it is creating a problem that will derail further gains.
There’s been a lot of talk over the last month that rising interest rates are wreaking havoc on the market. Don’t let the headlines fool you.
Despite various headwinds, carriers placed a record number of orders for new trucks this quarter. September saw orders for semitrucks jump 92%.
If you only pay attention to averages, you’ll miss the most important things about the economy. And it’s likely to cost you a lot of money.
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.
Nearly 20 years later, I’m finding some frightening similarities between the 2000 meltdown and today … and it’s not necessarily the indicators you’d expect.
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.
As interest rates rise, Americans are going to get squeezed. And if you take the American consumer out of the picture, the economy starts to stumble.
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 […]
U.S. jobless claims are even lower than the headlines reveal. But there is some bad news: There are too many people working.
On September 15, 2008, Lehman Brothers declared bankruptcy, unleashing the scariest economic storm in American history since the Great Depression.
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.
The stock of this beaten-down Chinese company won’t remain at its current low levels regardless of what happens with the trade wars.
Tariffs won’t create jobs. Government mandates won’t create wealth. That means traders won’t react to new trade agreements. News reporters will.
Many analysts say employment is almost too good to be true. And from here, we can expect things to get worse. So, are the good times over?
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.
Fundamentals point to more gains in stocks. It’s rare to see the S&P 500 reaching new highs while it’s undervalued. But’s that’s where we are today.
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.
After fear develops, traders need time to recover. This shows up in the S&P 500 Index with prices needing time to recover after sharp moves.
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.
I’ve followed the Tesla story from the beginning. And even though I made an early-stage wager on its competitor, I’m still a big fan.
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.
It’s not surprising then that miners are trigger-shy about buying new projects. Instead, they are turning to buybacks to appease shareholders.
The U.S. agriculture sector is caught in the crosshairs of a geopolitical trade war. Farmers are facing mounting uncertainty with limited options.
If you’re a U.S. taxpayer exercising your right to run a business abroad, the new tax law means you’re in for a world of hurt.
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.
Strong GDP growth is good for stocks. This means investors should consider aggressive positions for the next three months.
Large companies, fearing a trade war, are moving products around the world before tariffs increase. This has important implications for the stock market.
The S&P 500 Index just so happens to be right around the 2,800 mark, which the market surged through in January on its path to all-time highs.
Many investors are watching the potential trade war. But they might miss another important story: China’s economy is already slowing.
Earnings growth rises and falls as the economy grows and contracts. And with an earnings peak in the rearview mirror, it’s time for investors to be worried.
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.
This rare and ominous signal has been an early warning sign for every recession in the past 60 years. But this time is different.
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.
There’s one overlooked, little indicator that tagged a high not seen since 2001. And it shows where we are in this long run higher.
We decry the ways government attempts to intervene in social matters diminish our freedom. We should feel the same way about tariffs.
As the trade war with China starts, that country is likely to lose more than the U.S. That means the trade war won’t last long.
The Fourth of July holiday should have, for each of us, a far greater meaning than fireworks, picnics and a day off work.
This chart shows that market action points to a rally in Mexican stocks, and the catalyst could be the new populist president, Andrés Manuel López Obrador.
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.
Twenty years ago, current Fed policies would have sunk stocks. Now, other central banks around the world are offsetting the bearish influence of the Fed.
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.
Today, I want to continue with my expose on investor biases and give you one big reason you’re getting in your own way when you make your trades.
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.
Elected Washington politicians have been anything but the “representatives” of we 327 million Americans. Keep that in mind when you vote on November 6.
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.
The Department of Justice has cleared the way for mega mergers, but for one company, it’s looking like a very bad deal.
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.
While President Donald Trump was diffusing an arms race in North Korea this week, his Justice Department at home was laying the groundwork for a media arms race.
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.
Listed corporations are becoming harder to find in the U.S. That makes it harder to find promising investment opportunities without expert help.
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.
There’s a very simple way of tracking demand in the market that most people overlook. And it’s a sign that new market highs aren’t far ahead.
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.
Legendary investor Warren Buffett has often said: “Be greedy when others are fearful.” There’s no better example than Europe right now.
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.
The euro is the elite’s experiment gone wrong. Since the financial crisis began a decade ago, European debt panics have been as common as international sporting events.
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.
Memorial Day should be a day when Americans pause and truly honor those who died defending our liberties and our freedom.
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.
The question now is whether this latest flurry of news will benefit automakers, or is it time to park auto sector investments and look elsewhere?
Homebuyers are rushing to take advantage of easy money while they can. But as the easy money dries up, so too will demand.
Apple’s stock keeps going up. But the bottom line is that Apple’s stock and its business are going in opposite directions. Here’s why…
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.
Peace talks in Korea are moving at the fastest pace since 1953. But this chart shows South Korean stocks aren’t reacting to the news.
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.
The last time unemployment hit 3.9% was December 2000. That year, the internet bubble popped. Stocks were nearly 20% below their highs when unemployment bottomed.
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.
In an earnings season that was meant to be dominated by tax cuts and skyrocketing profits, what we’ve seen instead is fear over trade wars and tariffs.
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.
Trump’s attack on an important industry, like Kennedy’s, accelerated in the spring of a midterm election year. History says this could be bearish for the stock market.
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.
A bull market climbs a wall of worry. This means prices rise when traders worry. Unfortunately, there aren’t a lot of traders worrying right now.
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…
Good-paying jobs cluster in certain areas, and home prices soar in those areas. But for those hoping for more affordable homes, there’s some bad news.
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.
After nine consecutive years of new highs in the averages, the bulls aren’t likely to give up the dance without a fight.
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.
Lost in the kerfuffle of Monday’s Amazon tweet by President Donald Trump was a much bigger nugget of news about the company…
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…
President Donald Trump has been in office for more than a year now — and I don’t think he would be impressed with his economy.
The recent GOP-Trump budget-busting, debt-hiking tax law drove another nail in the coffin of the Republicans as the “conservative” party.
So you’re upset that Facebook collected data on you? The sweetest revenge isn’t deleting your account. It’s learning how to profit from the whole sorry mess.
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.
International trade as economic conflict, also known as trade wars, creates a real threat to American profits and U.S. jobs.
The rising participation rate confirms growth in employment is possible. Although rising, the participation rate remains well below its historical average.
Tariffs are back in the news. But policy makers at the Fed seem to be out of touch and set to repeat mistakes like those seen in the 1930s.
As Italians voted over the weekend, polls highlighted how divided the country was. But Italy’s problems extend beyond the country’s political parties.
As a witness to the 1954 shooting of five congressmen, I was shaken momentarily. Now, 64 years later, the terrible tragedy at Parkland depresses me profoundly.
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.
I’ve taken a look at five corrections that have happened similar to this one since the financial crisis of 2008. These are quick “crashes” that have taken the market by surprise.
A parade can be a public procession celebrating a special day or event, or it also can describe a boastful, ostentatious display of aggrandizement.
Thanks to our representatives in Washington, we face a future of higher interest rates, a falling dollar and falling stock prices.
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.
The Federal Reserve is watching closely for signs of inflation. But until inflation actually appears, now is the time to buy stocks.
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%.
President Donald Trump may not realize it, but he may be afflicted with an inherent belief in “othering,” a sort of logic that dehumanizes or devalues opposed people.
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.
Many analysts claim fundamental ratios show that stocks are overpriced. But these ratios don’t tell us very much by themselves. They need context.
Lumber prices are an important economic indicator. High demand for lumber means homebuilders are building houses, which boosts economic activity.
Amazon is about to strike at a new target. I’m certain many of you own these stocks. Well, here’s what happens when Amazon targets your stock…
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.
The reason the stock market cares about the tax bill so much is because this reform would cut corporate taxes almost in half. At least, for some companies.
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.
Wages are growing nearly 3% a year. Of course, workers want more than that. But the Fed is worried that’s already too high.
What force galvanized that unique American unity that, with our allies, combined to defeat the Japanese and Nazi aggressors?
I have a proposal for Tesla CEO Elon Musk: Sell Tesla’s money-losing automotive operations and focus the company where the real profit bonanza is.
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.
What did your readers have to say about Amazon Key, the company’s new In-House Delivery service? Find out in our latest mailbag round up.
This chart shows that there is serious weakness in the employment market. There are several possible causes for the decline…
Investors devote countless hours searching for stock market indicators. However, they rarely consider one of the most important long-term indicators.
There’s a way to turbocharge a revenue-producing asset play. It’s a play you should consider making … before it’s too late.
The Federal Reserve has one major policy meeting left in 2017 and its decision regarding rates could be the catalyst that derails the market’s rally.
The important question is whether two straight months of gains is a sign of exhaustion or strength. Fortunately, there’s good news here.
What’s so interesting (and dangerous) is that it’s not mortgage debt, but all the nonhousing debt that’s leading the charge this time.
There’s a precedent for something as “unprecedented” as tax reform under an unloved president. And the precedent is bullish.
The St. Louis Federal Reserve has done its best to create a Financial Stress Index that tells the stress level of the economy.
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 president has a significant impact on the Fed since each president appoints a chair. President Donald Trump now has his chance to leave his mark.
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.
Perhaps you share my irritation at the anti-Christopher Columbus attacks from the political left wing in America…
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.
Six months ago, I called investing in Europe “The Economic Cinderella Story of 2017.” Yes, it was grandiose. But it turns out that it was the right call.
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.
Emerging markets offer great upside potential, but they tend to experience volatility. However, there is a way to limit your downside risk.
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.
A problem that often gets overlooked is food waste. But now, with the ever-growing popularity of apps, many have been created to help cut back.
2017 will see the most houses built in the last decade. And within the housing boom, another trend is in place.
The Constitution recognizes we the people as the source of all power. But after 230 years, do we still possess and benefit from those hard-won rights?
In recent weeks, North Korea demonstrated new weapon capabilities. And right now, there is no way to forecast how this situation is resolved.
Few sectors were hit harder than insurance companies in 2008, so it stands to reason that they learned their lessons. But some lessons are not so easily learned…
Harvey will affect millions of lives, the economy of Texas, the nation’s economy and the stock market.
The official story is that Labor Day celebrates the contributions that workers have made to the United States. But the truth is a little darker…
If employment is increasing, tax receipts should be growing, But at the end of August, employers were making smaller payroll tax deposits.
I’ve been bullish on European banks for a while now. But there’s still time to buy them and ride this sector even higher.
As the market begins to realize how undervalued the mining and metals industry has become, a clear standout investment has emerged.
Since the recession, the job market has shifted so much that it’s created an entire new trend in the American workforce.
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.
Analysts expect this African country to recover from its first annual contraction in 25 years. More important for investors, the stock market turned bullish.
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.
Stock market news has continued to weigh heavily toward politics compared to the usual economic indicators, stock news and even earnings.
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.
Globalization brings benefits. However, globalization leads to a correlation in stock market movements. Now, there’s nowhere to hide in a bear market.
Greece is almost a synonym for unending economic crisis. But despite the problems, investors are buying Greek stocks.
The U.S. Supreme Court’s upcoming decision on gerrymandering could have a major impact on future U.S. elections. But will it really change anything?
In calls with analysts, 61% of companies warned that the strong dollar is a cause of concern. CEOs might be trying to manage expectations.
There was some good news in the Congressional Budget Office’s report last week. But the report seems to be using optimistic assumptions.
Where we are getting our energy has changed dramatically over the years, and that is creating an incredible opportunity for investors…
A poll of economists tells us to expect a pretty good unemployment report this Friday. But other government data tell us to look for weak jobs data.
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.
Malls are in different markets. Malls in major markets are doing just fine. The malls in tertiary markets are ones that are struggling.
Our economy has a problem that could easily become the next black swan event that topples the stock market and your plans for retirement…
With careful planning and a little knowledge, we can take advantage of a few techniques to build a nest egg to protect against the next financial collapse…
The rise of popular large-cap emerging market indexes has been dominated by a quartet of highly popular homegrown Chinese tech companies.
With Macy’s, Sears, Chico’s and other mall retailers all shuttering locations, it seems big malls are going to be in trouble sooner rather than later.
Solar energy has emerged as a dominant force that is not only an unlimited resource, but also becoming cheaper and cheaper.
Though it may not feel like the tech bubble of 1999, there are clear similarities between then and today. And we all know how it ended then.
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.
A double top is in place in Russia. It looks a lot like the one that formed in 1998, when the crash in Russia caused a worldwide market sell-off.
We are faced with a big problem that is threatening to sink our economy, and it’s crucial that we take action now.
Businesses and consumers have had enough time to react to the U.S. presidential election in a positive fashion. There’s just one problem: That isn’t the case.
There are more job openings than new hires. This indicates employers have problems finding qualified applicants, which is important for a couple of reasons.
With the president and House Democrats on the verge of kicking off a spending war on infrastructure, there’s plenty of money to be made.
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.
June 1 marked the first day of hurricane season. When it comes to Wall Street, a different kind of storm is brewing, and now is a good time to start preparing…
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.
These days, when I say: “I like Brazil” … I find blank stares pretty much everywhere I go. However, I can understand the trepidation.
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.
Despite Washington’s scandals and the mass media headlines predicting doom and gloom, the U.S. economy is picking up steam.
Fed economists concluded that low interest rates could last for years. This means that consumers who save money are losing buying power.
As you are aware, we are in the midst of the biggest stock bubble in American history. In all probability, it is the biggest stock bubble in human history.
A small group of important convenience store retailers in Japan are taking a different approach: completely cashierless stores.
Europe might seem like a poor place to invest. However, Europe’s economy is speeding up. Certainly, European stocks are already reflecting that reality…
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?
Could our president be one of millions of badly educated students who consistently have scored poorly in both history and civics courses?
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.
Traders in the Mexican peso are now betting that the peso will strengthen against the U.S. dollar. This is their first bullish bet since late 2014.
In a recent survey, 83% of global fund managers saw the U.S. as the “most overvalued region” among the world’s equities marketplaces.
For the politicians and businesspeople who control and supply the military, the latter’s nobility is a convenient political and emotional tool.
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.
According to the National Financial Conditions Index, the Federal Reserve’s tightening process hasn’t had an impact on the markets yet.
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.
When even the richest of American cities start to struggle with pension problems, it shows you we’re approaching a crisis point.
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.
Could we soon see “AVO lanes” and “AVO zones” — as in “autonomous vehicles only” — as the next big thing on our highways and highly congested downtowns?
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?
While the Federal Reserve is raising rates in response to improved economic news, traders seem to be worried about the political situation around the world.
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.
Given the pace of advancement in recent years with robotics and AI, we are left with the question: Can too much technology be a bad thing?
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.
There’s no harm in stock market nationalism. But even if we invest 100% in the U.S., our analysis can benefit from a global perspective.
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.
Central bankers have a complicated relationship with inflation. They want some inflation because they believe that is good, but any higher than that is bad.
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.
Increasingly, the stars are lining up in a way that will not spare a key group of companies in the retail sector — dollar stores.
Amazon has been unable to make any significant headway in China, though, as Business Insider notes, it’s not for lack of trying.
In 1957, a dollar of debt produced $0.54 of additional income. No longer. Debt has increased more than twice as fast as the growth of the economy.
It seems that there could be significant consequences if President Donald Trump fails to deliver after lifting spirits and stock prices so much.
If you believe the mainstream media’s hype, you probably think the EU is in crisis mode. But even amid all this turmoil, we find steady, if fragile growth.
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.
The largest generation in the U.S. — numbering 92 million strong — has only just stepped into the early phases of its ultimate buying potential.
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.
If the wealthy feel confident about the future, they spend. And a close look at the details of luxury spending shows the situation isn’t as pretty a picture as the market is painting right now.
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.
A healthy collectibles market can signal an equally healthy stock market. But a recent January auction revealed results that were less than inspiring … perhaps even worrying.
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.
The latest GDP growth figures from the Commerce Department have a number of traders adopting a wait-and-see approach. But are they poised to miss out on the next big rally?
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?
The federal deficit grew by more than 30% to $587 billion last year. While Congress is sure to pay it lip service, you should start preparing for the fallout by revisiting gold.
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…
Minimum-wage workers got their increase: Now they’re facing the sharp bite of inflation, which means increasing prices for coffee, ice cream and everything in between.
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!
We know the S&P 500 has roared higher since President-elect Donald Trump’s surprising victory, but look at what’s happening in Great Britain…
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.
Last year, average hourly wages rose at the fastest pace since 2009. And that’s just the beginning… Twenty states will lift their minimum wage in 2017. It’s as if the country has become a giant economic experiment.
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.
So many promises and threats are waiting to either unfold or fizzle. Which Donald Trump will show up to his first day on the job? Wall Street’s directional future depends on that answer.
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.
Wall Street expects a rate hike this month. But we’ve been there and done that. Of the four promised 2016 hikes, we’ve seen zero … but is the economy really ready for one now?
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.
If you consider home ownership a core of the American dream, then October may have resurrected those fading hopes. And it could get even better once a certain generation gets involved.
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…
Remember in the 1980s when interest rates were at an ungodly 20%? Thirty-seven years from today, we may look back on 2016 in the same way … as the year inflation truly bottomed.
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…
America is justifiably frustrated this election. Freedom appears to have taken a back seat, but each of us has the innate ability to determine our own fate — a most prized individual liberty.
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.
There’s a new pattern emerging that’s going to change the economic ballgame. It’s called inflation, and while it’s been absent in recent years, it’s gaining a troubling foothold in China.
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.
The 2016 election has been overshadowed with superfluous, irrelevant issues. And neither candidate promises to fix the real issues plaguing America…
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?
Do you want to follow how often the U.S. economy fails to live up to expectations? Well … there’s an app for that. And what is says about gross domestic product (GDP) isn’t pretty.
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?
Democracy, sovereignty and a global economy are mutually incompatible. This “political trilemma” has led nations to start acting as corporations, putting your financial stability at risk.
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.
The European economy is supposed to be wracked by doubt and anxiety over Brexit, negative interest rates and terror attacks. So why are markets rising? Government spending, and lots of it.
Price discovery. Never heard the term? Remember it, because it explains the logic defying melt-up the market is going through right now.
Under the guise of asset forfeiture, DEA agents routinely spy on our travel plans so they can steal our money … all in the name of the pointless “war on drugs.”
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.
One of the rare things that Clinton and Trump both agree on is bigger government spending. Austerity is out. Infrastructure spending is in, and you’re going to pay for it.
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.
Obama once said, “Elections have consequences.” But most Americans vote based on wish fulfillment rather than careful consideration. Be careful what you wish for.
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.
U.S. voters have been led to believe that the only choices we have in government are Republican or Democrat. And yet, neither represents that view of America today. It’s time for something different.
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?
Reagan once said that the average age of great civilizations is 200 years. If we want to avoid that fate, our country must unite to reassert our hard-won liberty and freedom.
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…
By voting to flee the European Union, the Brits shocked the world … but only because the world wasn’t paying attention. Now comes the day after Brexit, and it promises to be worse than the event itself.
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.
George Soros hasn’t been shy about his opinion on the potential for an EU collapse or a China-fueled economic crisis. But is the U.S. in just as bad, if not worse, shape?
The financial media talks about massive government and private debt incessantly. But there is one rising debt load that no one is talking about, and it could bring about another market crash.
If Brits vote to leave the EU, the repercussions will leave behind damage and destruction … particularly in America, where the Brexit vote will plague the U.S. economy by way of the dollar.
As the second largest member of the PIIGS pack, Spain was much reviled. But the country has rebounded despite anti-austerity bloviating. So much for Keynesian doomsaying …
The government has a growing problem with its pension plans that will comes to an explosive head very soon. And no one will like the answer to the problem.
Argentina is emerging from years of corruption, lost freedoms, debt and economic fascism. American voters should take note of what happens when even a slim majority decide they have had enough and choose change.
The market has grown used to cries of “Deflation!” and dovish Fed speeches. So much so, that early indicators are being ignored. The fact is, inflation is about to blindside Wall Street.
Despite much hand-wringing in the media, the economy is turning up again. While the Fed seems out of touch with economic data, China has emerged as the only adult in the room.
As millennials look to turn the tide of wage growth, weekly initial jobless claims data point to trouble for the U.S. economy. Can the next generation provide investment opportunities?
The last few presidents have run roughshod over our freedoms, and the incoming class of “hopefuls” offer little hope. But, in the end, it’s up to us to determine America’s future…
Wall Street is pushing a positive earnings narrative this season. But, with corporations doing everything to please shareholders, are the true results really that positive? When the veil comes down, so too will the market.
In the third and final part of our interview, Jim Rogers zeroes in on crushing global debt loads and their impact on gold, the U.S. dollar and why you need to globally diversify.
Part two of our interview with Jim Rogers reveals Jim’s take on China, the U.S. dollar and gold. Find out why Jim believes China is a scapegoat and why the dollar might have a bubble to burst before collapsing.
The strength of the dollar is causing trouble for the U.S. jobs market and for the entire global commodities market. There’s only one thing to do to end the chaos: Kill the U.S. dollar.
What is the true meaning of liberty? It’s an important question to consider as governments around the world begin to intervene more in their citizens’ everyday lives.