For the Week: The S&P500 slipped 0.4% (up 10.6% y-t-d), and the Dow declined 0.5% (up 11.8%). The Utilities added 0.4% (up 4.7%). The Banks fell 1.0% (up [...]
A big week on the inflation front. April CPI was reported up 0.8% versus estimates of 0.2%. And while the 4.2% y-o-y increase was partly a function of the year [...]
There is an overarching issue I haven’t been able to get off my mind: Are we at the beginning of something new or in the waning days of the previous [...]
“I’m not sure why they think they know that it’s transitory. How do they know that when there’s plenty of money printing that’s been going on and [...]
Not again. Bloomberg is referring to “the bond market riddle.” The Financial Times went with the headline, “US Government Bond Investors Left Bewildered [...]
Please join Doug Noland and David McAlvany this Thursday, April 22nd, at 4:00 pm Eastern/ 2:00 pm Mountain time for the Tactical Short Q1 recap conference [...]
Please join Doug Noland and David McAlvany a week from Thursday, April 22nd, at 4:00 pm Eastern/ 2:00 pm Mountain time for the Tactical Short Q1 recap [...]
I’ve been a longtime enthusiast for Hyman Minky’s analysis. His work plays prominently in my analytical framework. Financial structures evolve over time, [...]
March 1 – Daily Sabah: “Turkey’s economy grew a less-than-expected but still robust 5.9% in the fourth quarter of 2020 and 1.8% in the year as a [...]
The Treasury yield spike runs unabated. Ten-year Treasury yields rose another 10 bps this week to 1.72%, the high since January 23, 2020. The Treasury [...]
I received a friendly email a few weeks back from a reader inquiring whether my analysis is Fact or opinion. Well, it’s my opinion that the world is in the [...]
It was another unsettled week for notably synchronized global markets. The week began with a decent bout of hope. The S&P500 rallied 2.8% in Monday [...]
