Category Archives: Economics

Weekend Reading: Renter Nation

Written by Lance Roberts | Jul, 13, 2018

“The psychological factors are harder to assess. People aren’t flipping condos for sport the way they were during the bubble when mortgages were available to anyone regardless of whether they…

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Some Questions On Employment & Wages

Written by Lance Roberts | Jul, 12, 2018

Last week, the Bureau of Labor Statistics published the latest monthly “employment report” which showed an increase in employment of 213,000 jobs. It was also the 93rd consecutive positive jobs…

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RIA Chart Book: Q2-2018 Most Important Charts

Written by Lance Roberts | Jul, 5, 2018

As we wrap up Q2 of 2018, Michael Lebowitz and I present our “chartbook” of the “most important charts” from the last quarter for you to review. In addition to the graphs, we provided…

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Weekend Reading: The Next Big Bubble

Written by Michael Lebowitz | Jun, 22, 2018

If you’re a frequent reader, you’ve noticed that we often find fault with the one-sided manner in which the mainstream media reports on economic topics and the asset markets. Of…

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Weekend Reading: Merger Mania

Written by Michael Lebowitz | Jun, 15, 2018

On May 24, 2018, Paul La Monica penned an article for CNN Money entitled Companies have spent a stunning $2 trillion on mergers so far this year.  The article notes…

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Weekend Reading: Social Insecurity

Written by Lance Roberts | Jun, 8, 2018

Last year, I penned an article discussing the primary problems with Social Security. To wit: “According to the June 2017 snapshot from the Social Security Administration, nearly 61.5 million people…

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The Coming Collision Of Debt & Rates

Written by Lance Roberts | Jun, 7, 2018

On Tuesday, I discussed the issue of what has historically happened to the financial markets when both the dollar and rates are rising simultaneously. To wit: “With the 10-year treasury…

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Weekend Reading: Just A Pause That Refreshes?

Written by Lance Roberts | Jun, 1, 2018

On Tuesday, the market tumbled on concerns over Italian debt. (A problem, by the way, I discussed a couple of years ago.) However, on Wednesday, the market reversed course and apparently…

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Weekend Reading: Bear Market Repo’s

Written by Lance Roberts | May, 18, 2018

An interesting email hit my desk this morning: “The stock market goes up 80% of the time, so why worry about the declines?” Like a “bull” – rising markets tend…

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Weekend Reading: The Art Of War

Written by Lance Roberts | May, 11, 2018

“Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat.” – Sun Tzu: The Art Of War The biggest mistake investors make over the…

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Stoking the Embers of Inflation

Written by Michael Lebowitz and Brett Freeze | May, 10, 2018

This article was co-authored by J. Brett Freeze of Global Technical Analysis and Michael Lebowitz Monetary Velocity, an oft-misunderstood metric that quantifies the pace at which money is spent, has…

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A Better Way to Gauge Housing Affordability

Written by John Coumarianos | May, 9, 2018

It’s official — house prices are now as high as they were at the bubble peak in 2006 according to the S&P/Case-Shiller 20-City Composite Home Price Index. Moreover, Americans believe they…

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Weekend Reading: Are You Not Entertained?

Written by Lance Roberts | May, 4, 2018

Over the last several weeks, a majority of U.S. companies have divulged their earnings. The vast majority have been their downwardly revised estimates for the first quarter with bottom line…

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Weekend Reading: Rates Still Headed To Zero

Written by Lance Roberts | Apr, 27, 2018

Just recently, I was accused of “quietly abandoning” my belief that rates are ultimately headed toward zero. Nothing could be further from the case particularly as the recent rise in…

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