Economists agree there’s a cycle of growth and contraction, or boom and bust. The net income margin measures these changes and is signaling a 40% fall.
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2018: The Worst Year for Investors in 100 Years
2018 is shaping up to be the worst for investors in more than 100 years. That might be good news for 2019, as bad years bring positive returns thereafter.
You Have Less Travel Freedom Than You Think…
See where you rank in terms of global mobility…
The Metal Leading the Next Rally
Energy metals were on a wild tear until September. Then they flattened out. But now they’re perking up again, and cobalt is leading the way. Heck, cobalt just broke out to a five-year high! Looking at this chart, you can see that cobalt is up a stunning 190% since January 2016. That’s head and shoulders […]
European Union crumbling on three fronts! How it will impact your investments
We’ve warned you in our newsletters, flash alerts, special reports and video briefings. We’ve been telling you all along that the EU was going to crumble. Heck, just in the past fortnight, I’ve released a series of five video briefings — not only to warn you of the investment consequences, but also to show you how to […]
Give These Three Turkeys the Holiday Ax!
It’s that time of year, when we get ready for a big holiday party. I’m talking about the Santa Claus rally. And you know what you don’t want to be holding during such a rally? Turkeys! I mean the stocks that WON’T rally with Santa. Strictly speaking, the Santa Claus rally usually comes in the last two […]
Vroom-Vroom! Palladium Hits 16-Year High!
I’m catching a flight to Vancouver, but I just have to get this out before I go. This morning, palladium climbed 1.1% to $1,023.70 an ounce. That’s its highest level since 2001. A SIXTEEN-YEAR high. Source: Finviz.com Wow! Palladium is only a couple hundred dollars away from catching up with gold. Gold is doing well […]
The Great Global Reflation Trade
A funny thing happened to commodities in October. They went up. All of ’em. Or nearly all. Enough that the CRB Index busted out like an escaped felon with nothing to lose. This index tracks a basket of 19 commodities. It’s energy-heavy – 33% by weight. But it is stuffed with everything from cocoa to […]
Japan’s Doomsday of Demographics and Debt
I first lived in Japan back in 1979. The economy was five times larger than China’s. Its population was young and vibrant. Its government debt was less than 50% of GDP. Now, when I go to Japan, I see an entirely different country. Its economy is less than one-half the size of China’s. Its population […]
Funny. But also very sad.
This is a story that’s funny, ironic and very sad; a comedy of errors and a tragedy for all Americans. I’ll tell you exactly what it is in just a moment. First, though, take a good, hard look at this chart … As you can see, this is not a new issue. In fact, the problem started […]
New Russia Mess: 3 Takeaways for Investors Big impact on defense stocks, gold and oil
Russia scandals and paranoia continue to dominate the news cycle, disrupt Congress and plague the White House. Yet, ironically, it seems there are still few people inside or outside the Beltway who truly understand Russian-American relations. Seven days ago, I presented three alternative theories: (1) Russia as an ally, (2) Russia as a Cold War adversary, […]
Three Theories about Russia: Ally, Cold War Adversary, or Enemy #1?
One year ago, as the crisis in the Ukraine was dying down, Russia was barely on the radar screen of U.S. news outlets. If it appeared prominently in more than one daily news cycle per month, it was unusual. Moreover, few people understood the country, its domestic politics or its foreign policies. Fast forward to […]