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Blog Profile / Financial Sense

Filed Under:Business & Finance / Investing
Posts on Regator:7194
Posts / Week:38.3
Archived Since:February 23, 2011

Blog Post Archive

Going Gray

Two years ago, the new seven-member Standing Committee of the Chinese Communist Party Politburo — the most powerful political entity in the country — was introduced to great fanfare. All seven men walked on stage wearing a dark suit and a red tie, but to me the most striking aspect of their appearance was their hair.

Why the Fed Is So Wimpy

Regulatory capture – when regulators come to act mainly in the interest of the industries they regulate – is a phenomenon that economists, political scientists, and legal scholars have been writing about for decades.

U.S. Crude Oil Exports Headed to South Korea

One of the 2014 predictions that I made back in January was “The crude oil export ban will not be lifted in 2014.” The present ban on U.S. crude oil exports dates to the The Energy Policy and Conservation Act (EPCA) of 1975.

Technician: Top-Heavy Stock Market Has "More Pain to Come"; Long-Term Picture Still Favorable

In a recent interview with Financial Sense Newshour, John Kosar at Asbury Research said the market has “more pain to come,” with the major averages likely to fall to their 200-day moving averages. He also believes the dollar is overextended on a short-term basis and may weaken, which will provide a good opportunity for gold traders.

Priming the Pump for Q3 Earnings

Today’s data from China and Japan provides further evidence that the emerging signs of a growth spurt at home will remain unsupported by weakness abroad. This may not be a big deal for U.S. economic growth, but it could become a challenge for the corporate earnings picture.

Big Four Economic Indicators Update

According to the Bureau of Economic Analysis, Personal Income (PI) in August rose 0.3%. Transfer Payments (TP), which includes Social Security, Medicare, Medicaid, government & private pensions and miscellaneous welfare programs) rose 0.7%.

Germany Fights on Two Fronts to Preserve the Eurozone

The European Court of Justice announced Sept. 22 that hearings in the case against the European Central Bank's (ECB) bond-buying scheme known as Outright Monetary Transactions (OMT) will begin Oct. 14.

Future Bull

Let me admit up front that this EVA has been rolling around in my mind for quite awhile. Its genesis may be directly related to the fact that I’ve been desperately yearning to write a bullish EVA — besides on Canadian REITs or income securities that get trounced by the Fed’s utterances.

How Much Longer Can the Global Trading System Last?

My last blog entry inspired an old Brazilian friend of mine, with whom I hadn’t had any contact for years, to comment on this section of the interview...

Myths: Past, Present, and Future

In past missives I have discussed why I do not believe the Cyclical Adjusted Price Earnings Ratio (CAPE) is a good measure of valuations. The problem is that the CAPE uses a 10-year backward looking average of earnings.

How Rising Interest Rates Could Spell the End of the U.S. Energy Boom

The winding down of extraordinary measures taken by the U.S. Federal Reserve to ameliorate the effects of the financial crisis could reverberate through energy markets.

Why a Peak in the Bond Market May Be Near

One of the factors contributing to treasury market's strong performance this year has been the Liquidity Coverage Ratio (LCR), a Basel III-based requirement for banks. These rules go into effect in 2015 and are phased in gradually through 2017 in the United States

MIT vs. ShadowStats – Who’s Right on Inflation?

Few financial topics elicit as strong an emotional reaction as inflation. That's probably due to a number of factors including its "hidden tax" nature as well as the seemingly ambiguous process of calculating this illusive figure.

Why Stock Investors Should Care What Happens in the Junk Bond Market

While Gross’s departure may have garnered most of the headlines today, there were other significant moves in the bond market that caught lesser attention—the second biggest outflow in high yield bonds (“junk bonds”) since the bull market began five years ago.

Corporate Profits and Market Peaks - Are We There Yet?

Corporate profit data was released today for the second quarter, showing a broad-based rebound from the weather-induced weakness seen at the beginning of the year. Here's a look at the trend starting from 2009.

Consumer Sentiment Remains Strong

The Final University of Michigan Consumer Sentiment for September came in at 84.6, unchanged from the September Preliminary reading but up from the 82.5 August final. This is the highest level since July of last year, 14 months ago. Today's number was a tick below the forecast of 84.7.

Saut: Dow Theory Says Primary Trend Still Positive Though Short-Term Caution Advised

In today’s podcast, Jeffrey Saut, the Chief Investment Strategist at Raymond James, tells Financial Sense Newshour that investors would do well to heed the message of the market, particularly by following Dow Theory buy and sell signals, which, he says, have been “pretty darn accurate” at identifying the major trend.

Why Oil Prices Are Dropping Despite Mideast Unrest

The real reason global oil prices are falling doesn’t have much to do with a bump in the amount of refined products that are being exported from the U.S. In actuality, it’s the same reason that coal prices have been cut in half over the last two years.

Short-Term Bottom Likely In, But Tread Carefully as Bearish Divergences Abound

While we have likely seen a short-term low today and could see the markets recover in the days ahead, I would treat any bounce with a healthy dose of caution given the numerous bearish divergences and non-confirmations currently present.

Mixed on Durables and Jobless Claims

The recent run of economic data has been highlighting the growth divergence in the U.S., Europe and China. Readings out of the U.S. have consistently been showing steadily improving growth momentum.

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