Blog Profile / Financial Sense


URL :http://www.financialsense.com/
Filed Under:Business & Finance / Investing
Posts on Regator:9829
Posts / Week:27.3
Archived Since:February 23, 2011

Blog Post Archive

What Would Happen If China Stopped Buying U.S. Treasury Bonds?

By Michael Pettis – If China is indeed threatening to retaliate against any U.S. trade action by reducing its purchases of U.S. government bonds, not only would this be a pretty hollow threat, but in fact it would be exactly what Washington wants. To see why...

Robots, Robots Everywhere!

By Monty Guild and Tony Danaher – With the Consumer Electronics Show (CES) just past, it might be a good time to mention two developments in robotics that we’ve recently noted. Sage analyst Larry Jeddeloh at The Institutional Strategist noted that this year’s...

Don't Force Google To Hire Conservatives

By Mises Institute – On January 8th, 2018, former Google employee James Damore filed a discrimination lawsuit against the tech giant. Damore made national headlines last year after he released the Google Memo. In the memo, Damore alleged...

How to Think About Hedging Against Inflation

By Matthew Kerkhoff – One of the topics that seems to be on the minds of investors right now is the idea of rising inflation. The recent global economic upturn, combined with a stimulative tax package, is causing some to believe that we’re about to see the whites...

TIPS Demand at 13-Year High Shows Inflation Expectations Ramping Up

By Peter Boockvar – I almost never give color on a US Treasury TIPS auction but, today, I am. The Treasury just auctioned off 10-yr TIPS (Treasury Inflation Protected Securities) and the demand was robust. Direct and indirect bidders took 89% of the auction...

Who Would Lose More in a U.S.-China War of Reciprocity?

By Stratfor – The United States spent 2017 laying the groundwork needed to aggressively pressure China on trade and investment in 2018. Now it appears the pressure is on. On Jan. 17, InsideTrade reported that the administration of U.S. President Donald Trump...

Dollar Reaches Multi-Year Lows as Central Banks Shift Reserves Into Yuan

By Marc Chandler – Yesterday, the Bundesbank, quickly followed by the central bank of France, acknowledged that they had purchased yuan for reserves. The market seemed surprised and seemingly used it as an excuse to sell dollars...

Will the US Midterms Spell the End of #MAGA?

By Global Risk Insights – Historically, the President’s party loses seats in midterm elections. In 2010, for instance, Democrats lost 63 seats in the House of Representatives to the GOP. In the context of recent election victories, one of the most notable ones...

Investment Strategy: The Curve

By Jeffrey Saut – Much has been written recently about the yield curve. According to Wikipedia: In finance, the yield curve is a curve showing several yields or interest rates across different contract lengths (2 month, 2 year, 20 year, etc.) for a similar debt...

Commercials Are Making a Huge Bet on Oil Prices, Says John Kosar

By FS Staff – As WTI crude went above $50 last year, Kosar noticed that the Commitments of Traders (COT) data was showing a record net-short position among smart money hedgers in the crude oil futures market. Now that crude is in excess of $60 a barrel...

Oil Price Outlook: Trump's Vow to End Iran Nuclear Deal

By Kurt Kallaus – Our bullish September 2017 outlook to buy the dips in Q4 2017 and Q1 2018 remains in place until at least May. Until then, selling the rallies entails greater price risk than buying the $3+ dips. Once the outcome of potential US sanctions...

Ready. Set. Get Prepared for Inflation!

By Andrew Zatlin – We’re starting to see signs of inflation across some of the most important metrics economists look at… yet it’s not being widely reported. The major hurricanes in 2017 had a huge impact that rippled through the shipping and trucking...

An Alternative Explanation for Walmart's Announced Employee Bonuses and Wage-Rate Increase

By Paul Kasriel – On January 11, Walmart announced that it was raising its starting wage rate to $11 an hour, giving a one-time bonus up to $1,000 to employees, expanding its parental/maternal leave policy and providing employees adopting a child up to $5,000...

Replacing Cashiers With Robots "Just Makes Sense" Jack-in-the-Box CEO

By Michael Shedlock – As minimum wages rise, so does the push to get rid of workers. Leonard Comma, CEO of Jack-in-the-Box says the company is considering swapping some cashiers for self-ordering kiosks. "

The Chart That Worries Me: HY Bond A-D Line

By Tom McClellan – There is no divergence yet between stock indices and the NYSE’s composite A-D Line. But there is one in the High Yield Bonds A-D Line, and that is an early warning of big trouble to come. High yield bonds...

CMBS Woes Continue to Hit Malls Amid “Bad Boy Guarantees”

By ValueWalk – The key pillars of loan quality are eroding, a Moody’s report notes, providing fewer protections for investors. The weakening of credit quality comes as malls serving economically depressed areas are closing...

Gold Price Slips From 30-Month Yen High as Beijing Calls 'Fake News' on US T-Bond Rumor

By Adrian Ash – Gold prices rose back above $1320 per ounce against a weakening US Dollar on Thursday as major government bond yields rose once more and Beijing played down rumors it might stop or cut its demand...

Hardware Strikes Back at this Year’s Consumer Electronic Show

By Guild & Danaher – In 2011, software engineer and entrepreneur Marc Andreesen — who was among the inventors of the first web browser — famously said that “software would eat the world.” It was a colorful way of emphasizing the new

Bitcoin Bubble Is About to Burst: Central Banks Could Be the Reason

By ValueWalk – JPMorgan CEO Jamie Dimon says he regrets calling bitcoin a “fraud.” Kodak has also announced that it would install bitcoin mining systems in Rochester, and would launch its own version of bitcoin called KODAKcoin.

Dave Morgan: Gold Markets Shifting into Higher Gear in 2018

By FS Staff – We’ve seen gold pass the $1,300 level, and now some are wondering if the yellow metal might be poised to move higher. This time on Financial Sense, we spoke with Dave Morgan of the Morgan Report for his take on preciou...

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