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More Market Fog: The S&P Earnings Myth and Single-Family Housing Lie

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More Market Fog: The S&P Earnings Myth and Single-Family Housing Lie

  Below we look at the 2018 S&P earnings myth and the most recent real estate data from the Fed

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Safe Haven

US Markets: Safe Haven and/or Just the Best Horse in the Global Glue Factory?

  Below we look at Asian Markets, the European Union, US Markets and the relationship between central banks, bonds, inflation,

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central bank

When Central Banks Stop Paying the Bar Tab—A Market Hangover Looms.

Central Bank Below we look at the Bank of Japan, the Fed, global central bank tightening, rising yields, currency hedging,

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trade war

Trade War + Rising Rates = Uh-Oh.

Below, we look at the relationship between central banks, bond markets, rising yields, rising rates, and the added insult of

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yield shock

Is the Dam About to Burst? Not Enough Fingers to Prevent a Yield Shock.

  Below, we look at stocks, bonds, central banks, and the inevitable bursting of the market bubbles in which we

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Italian bond market

Is Rome Burning? The Italian Bond Market and Smoke from the ECB

Italian bond market Below we look at the Italian bond market, the ECB and the over-all risks facing a global

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Gold market

The Gold Market : Common Sense for a Senseless Market?

The Gold Market Below we look at blunt reality, market elites and a common-sense case for the gold market .

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tesla

Gold, Silver & Tesla : Symbols of Broken Markets ?

Tesla Below, we look at what the price action in gold, silver and even Tesla might have to say about

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Trade War

Trade War: Good for America?

Trade War: Good for America? Below, we look at the latest topic-de-jour coming out of DC: tariffs and the first

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US Stocks

Global War—Good For US Stocks?

  Below, we look at the ironic implications of global war, global debt, and inflationary conditions as a potentially bullish

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