Category Archives: Economics

Learning From The 1980’s

Written by Daniel Nevins | Nov, 21, 2017

Forget about big hair, Ray-Bans, and Donkey Kong. Don’t even think about Live-Aid, Thriller, and E.T. Above all else, the 1980s were the gravy days of the money supply aggregates….

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2 Of 3 Investing Methods Will Leave You Short

Written by Lance Roberts | Nov, 20, 2017

On a daily basis, there is a litany of articles and advertisements encouraging you to invest your savings with the promise of future wealth and retirement security. But which is…

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Weekend Reading: You Have Been Warned

Written by Lance Roberts | Nov, 17, 2017

Investors aren’t paying attention. There is an important picture that is currently developing which, if it continues, will impact earnings and ultimately the stock market. Let’s take a look at…

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Or, Would You Rather Be A Bear

Written by Doug Kass | Nov, 16, 2017

“Or would you like to swing on a star Carry moonbeams home in a jar And be better off than you are Or would you rather be a pig” —Duffy’s Tavern,…

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Technically Speaking: It’s A Turkey Market

Written by Lance Roberts | Nov, 14, 2017

“Technically Speaking” is a regular Tuesday commentary updating current market trends and highlighting shorter-term investment strategies, risks, and potential opportunities. Please send any comments or questions directly to me or via Twitter. With Thanksgiving week…

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The Truth About Wall Street Analysis

Written by Lance Roberts | Nov, 13, 2017

Turn on financial television or pick up a financially related magazine or newspaper and you will hear, or read, about what an analyst from some major Wall Street brokerage has…

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Weekend Reading: It’s The Debt, Stupid

Written by Lance Roberts | Nov, 10, 2017

As I noted last Friday, the recently approved budget was an anathema to any fiscally conservative policy. As the Committee for a Responsible Federal Budget stated: “Republicans in Congress laid…

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Bond Bears & Why Rates Won’t Rise

Written by Lance Roberts | Nov, 9, 2017

Here we go again… Since June of 2013, I have been writing about the reasons why rates can’t rise much and why calls for the end of the “bond bull…

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Curb Your Enthusiasm

Written by Doug Kass | Nov, 8, 2017

“I am a walking, talking enigma. We are a dying breed.” – Larry David, “Curb Your Enthusiasm”  The Bear Cave has become a lonely place; like the dodo bird, bears are…

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Technically Speaking: A Blind Bull

Written by Lance Roberts | Nov, 7, 2017

“Technically Speaking” is a regular Tuesday commentary updating current market trends and highlighting shorter-term investment strategies, risks, and potential opportunities. Please send any comments or questions directly to me or via Twitter. This past weekend…

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3-Myths About Tax Cuts

Written by Lance Roberts | Nov, 6, 2017

On Friday, I touched on the proposed “tax cut/reform” bill introduced by the House Ways and Means committee which is chaired by Congressman Kevin Brady. Some of the key highlights…

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The Saving Rate Conundrum

Written by Lance Roberts | Nov, 2, 2017

The economy is booming. Employment is at decade lows. Unemployment claims are at the lowest levels in 40-years. The stock market is at record highs and climbing. Consumers are more…

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QE’s Untold Story

Written by Daniel Nevins | Nov, 2, 2017

We’ve produced some research over the years that we’d love to see the powers-that-be react to, but none more so than our look at financial flows during the QE programs….

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A Long Time Ago, In A Market Galaxy Far, Far Away

Written by Doug Kass | Nov, 1, 2017

“The opening crawl is the signature device of every numbered film of the Star Wars series, an American epic space opera franchise created by George Lucas. It opens with the static blue text, ‘A long time…

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Technically Speaking: Seasonally Strong Period Begins

Written by Lance Roberts | Oct, 31, 2017

“Technically Speaking” is a regular Tuesday commentary updating current market trends and highlighting shorter-term investment strategies, risks, and potential opportunities. Please send any comments or questions directly to me or via Twitter. In last week’s…

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The “Fat Pitch” & Miss

Written by Lance Roberts | Oct, 30, 2017

While I remain long and invested in the markets on behalf of my clients, I focus and write about the significant risks that are currently present. I am fully aware…

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The Fed Balance Sheet Unwind Myth

Written by Lance Roberts | Oct, 26, 2017

Since the beginning of the year, the Federal Reserve has been heavily discussing, warning rather, they were going to begin to “unwind” their gargantuan balance sheet. As Michael Lebowitz recently…

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