Category Archives: Economics

Weekend Reading: Charge Of The Light Brigade

Written by Lance Roberts | Jul, 21, 2017

As you I discussed last week, we added risk exposure to portfolios with the breakout to new highs that came in conjunction with a short-term “buy signal” as shown below….

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Why Wage Growth Will Remain Elusive

Written by Lance Roberts | Jul, 20, 2017

Just recently, Bloomberg ran a fascinating article discussing a new study from the McKinsey Institute. “American manufacturing could be poised to rebound as technological disruption shakes up global production chains,…

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High Yield IED

Written by Michael Lebowitz | Jul, 19, 2017

“What we’re seeing is an increase in the evolutionary pace of IED (improvised explosive device) design. It’s increasing at a pace we previously haven’t seen.”  – Ben Venzke The traditional…

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People Buy Payments & Why Rates Can’t Rise

Written by Lance Roberts | Jul, 17, 2017

This past week, the lovely, and talented, Danielle DiMartino-Booth and I shared a discussion on the ongoing debate of why “Rates Must Rise.”   Debt drives rates lower….not higher. Debt…

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Weekend Reading: Yellen Lets Doves Fly

Written by Lance Roberts | Jul, 14, 2017

As I noted in yesterday’s missive, Yellen’s recent testimony on Capitol Hill sent robots frantically chasing asset prices on Thursday even before testimony began. The catalyst was the release of…

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Decoding Yellen’s Message

Written by Michael Lebowitz | Jul, 13, 2017

“I know you think you understand what you thought I said, but I’m not sure you realize that what you heard is not what I meant” – Alan Greenspan On…

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The Breaking Point & Death Of Keynes

Written by Lance Roberts | Jul, 8, 2017

You can almost hear the announcer for the movie trailer; “In a world stricken by financial crisis, a country plagued by spiraling deficits and cities on the verge of collapse…

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Weekend Reading: Oil & Retail Send A Warning

Written by Lance Roberts | Jul, 7, 2017

There are two important areas of the market that have historically been good leading indicators of the strength, or weakness, of the markets and the economy. Oil and retail. Currently,…

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The Fed Giveth – Summary

Written by Michael Lebowitz | Jun, 28, 2017

On June 7, 2017, 720Global published The Fed Giveth to premium subscribers of their flagship publication The Unseen. The article provides background explaining why investors are well-served to understand the…

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Weekend Reading: Oil Slick

Written by Lance Roberts | Jun, 23, 2017

Beginning in December of last year, following the announcement by OPEC of a cut in oil production, I have discussed the “headwinds” that persist against a sustained rise in oil…

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Clarity or Confusion

Written by Michael Lebowitz | Jun, 21, 2017

“Are you kidding? Are you kidding? No one knows what you’re doing.”  – Economist John Taylor in response to William Dudley’s (President Federal Reserve Bank of New York, Vice Chairman…

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Weekend Reading: Charged With Obstruction

Written by Lance Roberts | Jun, 16, 2017

No! I am not talking about President Trump but rather the crash in both Technology stocks, and Oil prices, which are obstructing the continuation of the “bull market.”  As I discussed…

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The Risk Spectrum

Written by Michael Lebowitz | Jun, 14, 2017

“Cause when life looks like Easy Street, there is danger at your door” – Grateful Dead On numerous occasions, we have posited that equity investors appear to be blinded by…

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Weekend Reading: The Everything Bump

Written by Lance Roberts | Jun, 9, 2017

I received an email this morning that is symptomatic of the current psychology prevailing in the market currently: “It seems to me like much of the market movement these days…

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The Fog of Markets

Written by Michael Lebowitz | Jun, 7, 2017

 “The year 1915 was fated to be disastrous to the cause of the Allies and to the whole world. By the mistakes of this year the opportunity was lost of…

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Clouds on the Horizon : Range Chart Update

Written by Michael Lebowitz | May, 24, 2017

On March 10, 2017, 720Global introduced the Trump Range Chart. Developed to see several different markets on one page, this unique chart provides a composite perspective of many instruments at…

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