Blog Profile / Financial Sense


URL :http://www.financialsense.com/
Filed Under:Business & Finance / Investing
Posts on Regator:9055
Posts / Week:29.3
Archived Since:February 23, 2011

Blog Post Archive

ECRI Weekly Leading Index: "Disentangling Cyclical from Structural"

Today's release of the publicly available data from ECRI (Economic Cycle Research Institute) puts its Weekly Leading Index (WLI) at 145.0, up 0.4 from the previous week. It is currently at an all-time high. Year-over-year the four-week...

Trump Can Easily Undo Obama’s Arctic Drilling Bans

Obama’s “permanent” bans on offshore oil and gas drilling in Alaska are actually “indefinite” and could end as soon as January 20. The incoming Trump administration has the authority to revoke environmental protections of Alaska’s.....

Where Are We Going, Where Have We Been?

Over the past few weeks, my life has been turned upside down. Prior to the election, I thought of myself as a typical, repressed businessman, an outlaw guilty of capitalistic thoughts in a going-socialistic western world.

Why Big Oil Is Unprepared for the Coming Energy War

Recently, I gave a presentation on the future of energy to an audience of about 250 oil and gas professionals. Halfway through, I asked the carbon crowd to, “Raise your hand if you have driven an electric vehicle.” It took me less than five seconds to squint and...

Twitter Storms and Trade Wars

The number of followers on US President Donald Trump’s Twitter page is increasing at an exponential rate, reaching 20.3-million this week, and up from around 19.9-million just a few weeks ago. Mr Trump’s frequent use of...

Secular Shift in Interest Rates?

When the cost of money changes, everything changes. Interest rates affect every aspect of the financial universe. At the global level, they impact currency and trade flows between nations. At the national level, they affect the discounted...

Donald Trump, Betsy DeVos and School Choice: Eight Essential Reads

Donald Trump’s nominee for secretary of education, Michigan billionaire Betsy DeVos, was questioned on a range of education issues during her confirmation hearing this week. Central to the debate is her major role in supporting...

Dow 20,000: A New Beginning…or the Beginning of the End?

After touching the benchmark 20,000 level last month, the Dow Jones Industrial Average has spent the last five weeks in a tight, narrow trading range just under this level. Famed trader Jesse Livermore theorized in his...

Davidowitz: Brick-and-Mortar Retail an "Absolute Train Wreck"

We’ve seen substantial carnage in the retail space in the past few weeks with a pick-up in store closings and layoff announcements. Well-known retail expert Howard Davidowitz has been warning of this for some time and explains why he thinks it's going to get worse...

The Inheritance

On January 20th Donald J. Trump will assume the office of the presidency to become the 45th president of the United States. Unlike his predecessors, his presidency will begin under circumstances far different than those before him. He will inherit an aging business cycle...

May Answers the Big Brexit Question

A speech by British Prime Minister Theresa May on Tuesday answered the biggest outstanding question about the United Kingdom's impending departure from the European Union: It will not try to stay in the bloc's single market.

US Banks: Higher Rates Vs. Weaker Loan Growth

Bank stocks have experienced a sentiment-driven surge since the US election, supported by expectations for higher interest rates. Lost in the exuberance has been a marked deceleration in credit creation.

The Big Four Economic Indicators: A December Bounce

Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is understandably vague about the specific indicators on which they base their decisions. This committee statement is about as...

A Trade War Is in No One's Interest

Since the election of Donald Trump, the financial markets have rallied sharply on the expectation that a Republican president and a Republican Congress would enact laws aimed at both reforming the tax code and deregulating the...

2017—Shades of 1937

As a result of some Fed actions taken in 1936 and 1937, the US economy, after experiencing a robust economic recovery starting in early 1934, slipped back into a recession midyear 1937, which lasted through midyear 1938.

Runaway Credit Card Debt Makes 2017 Look Like 2007

As we prepare to close the book on another $100+ billion holiday shopping season and our seventh consecutive year of economic growth, it’s worth taking stock of where the U.S. consumer currently stands as well as what 2017 likely...

Gold Price Up Through 'Key' $1207 Level as 'Brexit Means UK Out of Single Market'

Gold prices hit new 8-week highs at $1218 per ounce on Tuesday as world stock markets fell for the second day but the British Pound surged as UK prime minister Theresa May said Britain "cannot possibly" stay within the European...

Gundlach: The Biggest Risk to the Current Rally Is Donald Trump

With the S&P 500 trading at all-time highs, NYSE Short Interest down 20% over the past 12 months and what can only be described as a highly optimistic view of Donald Trump’s presidency, one does wonder if the markets are in their...

Oil Prices Boosted By Struggling US Dollar

With the US dollar being dealt a most solid dose of the whoop-bang-wallops (WBWs), crude prices cannot help but be propelled higher today. The great British pound on track for its best day since 2008, as the promise of a parliamentary...

Trump and the Four Levers of Government Policy

As Don Rissmiller of Strategas Research Partners succinctly points out, “There are four types of government policy that can be used to steer the economy: 1) monetary policy, 2) fiscal policy, 3) regulatory policy, and 4) trade polic...

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