An ‘epic crisis’ may be brewing as so many have debated given extended and in some cases unprecedented, valuation and credit market conditions. Well aware of these concerns, including the long-term macro implications, we’ve taken a different approach from the
July 15, 2017
OPEC exports have come under pressure this week from technical threats to oil fields, with Saudi Arabia’s Manifa problems grabbing the headlines. Saudi Aramco CEO Amin Nasser, while addressing the World Petroleum Congress in Istanbul, stated that the outlook for
Revised Quarterly Forecasts July 14, 2007 Q117 Q217 Q317 Q417 Q118 Q218 2016 2017 2018 GDP: Annual
The global dollar-based monetary system is in serious jeopardy, according to former Texas Congressman Ron Paul. And contrary to Fed Chairwoman Janet Yellen’s assurances that there won’t be another major crisis in our lifetime, the next economy-cratering fiat-currency crash could happen
Financial markets reacted to shifting Fed and BOC policy prospects in explosive fashion last week. It is now up to the ECB and the BOJ to stoke further volatility. US Dollar Forecast: Dollar Drives to Ten-Month Lows as U.S. Data Continues
The tension in the silver market continues to rise. It will reach a climax very soon. This article explains why. Very recently both the silver price and miners broke down. We wrote Silver Price Crashing. What’s Next For Silver In 2017 as
Let me update the discussion in last week’s missive “Bears Gain On Bulls:” “The last couple of weeks have experienced a sharp rise in price volatility. While stocks have vacillated in a very tight 1.5% trading range since the beginning of
It may prove to be among the largest weekly adjustments to speculative positioning in the currency futures this year. In the CFTC reporting week ending July 11, speculators added 34.2k contracts to their gross short position, lifting it to 152.9k contracts.
The chart below supports my point that the ADP private sector payrolls report was too negative on the labor market. As you can see in the chart below, the LinkedIn (LNKD) hiring rate in June is up 12.1% year over
We’ve finally hit peak “FANG”. The acronym used to describe a handful of high growth stocks including Facebook (FB), Amazon (AMZN), Netflix (NFLX), and Google (GOOGL). It’s a way for market watchers and CNBC aficionados to easily reference these big
