Category Archives: Economics

Why Turkey’s Bubble Economy Is About To Pop

Written by Jesse Colombo | Aug, 13, 2018

Though Turkey’s financial markets have been struggling since the start of this year, the country’s currency and government bonds have been in an all-out freefall in the past week. A…

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Was Q2-GDP Really All That Extraordinary?

Written by Lance Roberts | Aug, 2, 2018

Last week, while I was on vacation, I penned a report prior to the release of the second quarter GDP report in which I noted the following: “Tomorrow, the US Department…

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Tariff Turbulence, Mollified Market

Written by John Coumarianos | Aug, 1, 2018

The founder who shaped our economic system more than all the others was Alexander Hamilton. Unlike Thomas Jefferson, Hamilton favored an economy based on finance and industry rather than agriculture….

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The Mirage That Will Be Q2-GDP

Written by Lance Roberts | Jul, 26, 2018

Tomorrow, the US Department of Commerce will report its advance estimate of 2Q GDP which will be the long-awaited evidence that “Trumponomics” is working. The current estimates for the initial print…

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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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