Currency War: Rising Dollar & Trump’s Retaliation
Written by Mike Shedlock | Sep 27, 2019The ECB cut rates further into negative territory and the BoJ is expected to do…
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Peak Buybacks? Has Corporate Indulgence Hit Its Limits
Written by Lance Roberts | Sep 26, 2019Since the passage of “tax cuts,” in late 2017, the surge in corporate share buybacks…
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Who Could Have Known: What The Repo Fiasco Entails
Written by Michael Lebowitz and Jack Scott | Sep 25, 2019Imagine approaching a friend that you think is very wealthy and asking her to borrow…
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The 60/40 Portfolio Is Riskier Than Ever
Written by John Mauldin | Sep 25, 2019As investors we have to make assumptions about the future. We know they will likely…
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Negative Rates Are Destructive But Profitable
Written by Seth Levine | Sep 25, 2019“Remember that Time is Money.” Benjamin Franklin, Advice to a Young Tradesman It’s unfortunate that…
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Technically Speaking: How To Safely Navigate A Late Stage Bull Market
Written by Lance Roberts | Sep 24, 2019In this past weekends newsletter, I discussed the issues surrounding “dollar cost averaging” and “buy…
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The Disconnect Between The Markets & Economy Has Grown
Written by Lance Roberts | Sep 23, 2019A couple of years ago, I wrote an article discussing the disconnect between the markets…
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#WhatYouMissed On RIA: Week Of 09-20-19
Written by Lance Roberts | Sep 20, 2019We know you get busy and don’t check on our website as often as you…
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Since 2000 Wage Growth Has Barely Grown, If You Even Got That Much
Written by Mike Shedlock | Sep 20, 2019Women are slowly catching up to men in median wages but growth has been pathetic…
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The Fed & The Stability/Instability Paradox
Written by Lance Roberts | Sep 19, 2019“Only those that risk going too far can possibly find out how far one can…
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QE Debate: Powell’s Comment On “Resuming Balance Sheet Growth”
Written by Mike Shedlock | Sep 18, 2019Some interpreted Powell’s statement to mean more QE. There’s a strong clue Powell meant something…
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Caution: Mean Reversion Ahead
Written by Michael Lebowitz and Jack Scott | Sep 18, 2019If you watch CNBC long enough, you are bound to hear an investment professional urging…
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Today’s Melt Up Triggers Tomorrow’s Melt Down
Written by Patrick Hill | Sep 18, 2019Since November of 2016, the NDX has soared by 72% and is poised to break…
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5-Things Your Broker Wont Tell You – Part 4
Written by Richard Rosso | Sep 18, 2019Social Security is America’s pension. Without Social Security included as part of a retirement income…
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Technically Speaking: The Risk Of A Liquidity Driven Event
Written by Lance Roberts | Sep 17, 2019Over the last few days, the internet has been abuzz with commentary about the spike…
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NFIB Survey Trips Economic Alarms
Written by Lance Roberts | Sep 16, 2019Last week, I wrote an article discussing the August employment report, which clearly showed a…
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#WhatYouMissed On RIA: Week Of 09-09-19
Written by Lance Roberts | Sep 13, 2019We know you get busy and don’t check on our website as often as you…
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War Gaming The Trade War
Written by Patrick Watson | Sep 13, 2019People respond to incentives. So do national governments. This is foundational to both economics and…
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The Lunacy Of The Dow
Written by Michael Kahn | Sep 13, 2019I’ve been on Twitter (TWTR) quite a few times railing against the Dow Jones Industrial…
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The August Jobs Report Confirms The Economy Is Slowing
Written by Lance Roberts | Sep 12, 2019After the monthly jobs report was released last week, I saw numerous people jumping on…
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Black Monday – Can It Happen Again?
Written by Michael Lebowitz | Sep 11, 2019The 1987 stock market crash, better known as Black Monday, was a statistical anomaly, often…
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2020 Will Be The Most Volatile Year In History
Written by John Mauldin | Sep 11, 2019The last few weeks marked a turning point in the global economy. It’s more than…
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An Investor’s Desktop Guide To Trading – Part II
Written by Lance Roberts | Sep 10, 2019Read Part-1 Here Currently, it seems that nothing can derail the bull market. Trade wars,…
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The Costs & Consequences Of $15/Hour – The Update
Written by Lance Roberts | Sep 9, 2019In 2016, I first touched on the impacts of hiking the minimum wage. “What’s the…
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#WhatYouMissed On RIA: Week Of 09-02-19
Written by Lance Roberts | Sep 6, 2019We know you get busy and don’t check on our website as often as you…
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Job Report: Badly Misses Estimates As Economy Slows
Written by Mike Shedlock | Sep 6, 2019The jobs report dramatically missed expectations today, especially with private jobs. Initial Reaction – Huge…
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Globalization Hits A Brick Wall Named Trump
Written by Patrick Watson | Sep 6, 2019Until about 50 years ago, people paid attention to the area where they lived. They…
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Having Your Cake & Eating It Too
Written by David Robertson | Sep 6, 2019One of the more interesting aspects of our social and investment landscape is how little…
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No, Bonds Still Aren’t Overvalued!
Written by Lance Roberts | Sep 5, 2019Interest rates have plunged lately as concerns about a recession in the U.S. economy have…
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What is Bill Dudley Thinking?
Written by Michael Lebowitz and Jack Scott | Sep 4, 2019On August 27, 2019, Bill Dudley, former Chief Economist for Goldman Sachs and President of…
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