The Economic Dream Team
This team of advisors is short on relevant experience. It’s time to bring in replacements.
A Canary in the Coal Mine?
This leading financial indicator accurately anticipated a 60%-plus rally in stocks in the spring. What is it telling investors today?
Blowing Asset Bubbles
A misguided strategy is endangering the wealth of millions of investors...
The Bull Market in Corporate Bonds
The only place to pick up conservative yield is...
Peculiar Divergences
What worries me most about the stock market…
Get It While It’s Cheap
Natural gas is super cheap today, but…
Protect your Portfolio from the Blindside
Investors who aren't taking the steps today to protect their portfolios from the risk of inflation are exposing their assets to a blind side.
A Strategy for the Current Stock Market Rally
The S&P 500 is up 15% since July 10 and up close to 50% from its March low. What’s the catalyst for recent gains? A strong…
Telling Stories
Last week, I wrote about a possible bubble developing in the Chinese stock market. If you missed it (we experienced some technical difficulties) you...
Where’s the Bubble?
The Shanghai A-share stock index is up 79% YTD, making it the second-best-performing stock market in the world. What is driving the resurgence in...