The worse things seem, the better the opportunities are for profit. Such is the very nature of investing. Baron Rothschild, an 18th-century British nobleman and member of the Rothschild banking…
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In this special video presentation, Jesse Colombo explains the U.S. corporate debt bubble that is inflating in the U.S. While the soaring stock market has attracted the most attention, a…
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While it has been stated that rising interest rates don’t matter, the reality is that they do. I take a deeper look at the impact of higher rates across the…
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Here are two statements from the Federal Reserve’s Federal Open Market Committee (FOMC) immediately following their interest rate decisions of August 1, 2018 and September 26, 2018. August 1, 2018…
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Many investors assume their accounts have achieved good returns this year. After all, the S&P 500 Index is up nearly 9.5% through October 8, including dividends. But that doesn’t necessarily…
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Not trying to be a wet blanket here, but c’mon. Again? Maybe the line I’m walkin’ needs to be crossed. Too early to say. The pros in this business who believe…
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In this past weekend’s newsletter, I discussed the fact the markets had finally awoken to the reality that rates have once again broken above 3%. “Speaking of rates, each time…
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I always enjoy reading John Stepek’s work at MoneyWeek. Just recently he addressed the question of where are we in the current market cycle. To wit: “In his latest memo…
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Earlier this week, Eddy Elfenbein has an interesting post discussing the “Bull Market In Dividends.” “For the third quarter, dividends from the S&P 500 grew by 10.96%. That’s the strongest…
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Last Friday, I discussed that without much fanfare or public discussion, Congress decided to push the U.S. into deeper fiscal irresponsibility with the passage of another Continuing Resolution (CR). To wit: “The…
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I simply don’t trust the fundamentals of the global economy right now. The system is built on quicksand. Debt is growing globally and governments are running huge deficits while interest…
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Investor preferences shift between active and passive investing in a cyclical manner. Periods where the market has a strong tailwind of momentum behind it tend to attract a greater demand…
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As seen on Forbes by RealInvestmentAdvice.com’s Jesse Colombo: “Why Another Market Volatility Surge Is Likely Ahead“: The U.S. stock market is climbing to record highs once again and volatility has calmed…
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Like so many things, magic can have different meanings. Many times, it is regarded as something special that defies easy explanation. Sometimes it also includes elements of nostalgia as in…
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On December 5th, 1996, during a televised speech then Fed Chairman Alan Greenspan stated: “Clearly, sustained low inflation implies less uncertainty about the future, and lower risk premiums imply higher…
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Yesterday was the first day of the Fourth Quarter of 2018, so it’s a good time to assess where markets are for the year. Nobody should change their portfolios radically…
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Last week, James Rickards posted an interesting article discussing the risk to the financial markets from the rise in passive indexing. To wit: “Free riding is one of the oldest…
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They say nobody rings a bell at the top of the market. But whether this is the top or not, two prominent market observers and historians, Robert Shiller and Edward…
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J. Brett Freeze, CFA, founder of Global Technical Analysis. Each month Brett will provide you their valuable S&P 500 Valuation Chart Book. This unique analysis provides an invaluable long term…
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As seen on Forbes by RIA’s Jesse Colombo: “Goldman Has Rehabbed Its Reputation And All It Took Was This Huge Bubble“: During the Global Financial Crisis and a few years after…
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