Wheat Prices Skyrocket
Wheat prices are up more than 50% in a month. Droughts in Russia, a major world wheat producer, are threatening the country’s crop. Traders...
Global House Price Imbalance
According to The Economist, there are still six global real estate markets that are more than 30% overvalued. Australia shows the largest overvaluation at 61.1%, followed...
An Alternative to Ultra-Low Treasury Yields
The short end of the yield curve remains punishing for investors. Yields on two-year notes are now below the lows reached at the height...
A Raging Bull Market in MLPs
The raging bull market in MLPs shows no signs of slowing. Since the S&P 500 peaked in October of 2007, MLPs have gained more...
Avoid Australian Equities?
The correlation between Australian stocks and Chinese stocks is near a record high. If you are bearish on China, you probably want to avoid...
The Lifeblood of the U.S. Economy
The small business sector accounts for half of private-sector GDP and two-thirds of new job creation. You aren’t likely to see the current stimulus-...
Record Low for Car Purchase Plans
If consumers follow through with their purchase plans for major appliances, new homes, and new cars, economic growth is likely to slow significantly over...
Bear Market In Cyclical Stocks
The bull market in cyclical stocks that began in March of last year is officially over. The YRPI Early Cyclical Index is down 23%...
5 Energy Market Insights
The 2010 edition of the BP Statistical review of World energy came out this month. BP’s Statistical review has been published for 59 years....
Dow Industrials vs. Gold
In the last 115 years there have been three secular bull markets in gold versus the Dow. The current secular bull market in gold...