Financial Sense Blog

Jul 9, 2024 – Services comprise 80% of GDP so changes in the level of growth in services will determine when and how much the economy slows. One month doesn’t make a trend but it can offer a clue. In June, the ISM Services Index...

July 1, 2024 – In the ever-evolving landscape of the stock market, one startling trend has emerged: an extraordinary concentration of investor wealth in just a handful of stocks. Astonishingly, the top five giants of the S&P 500 now account for...

Jul 1, 2024 – The BCA Unemployment Model predicted the recessions in 1980, 1982, 1990, 2001, and in 2008-2009 with a lead time of less than 6 months and has never issued a false positive. In March, the BCA model generated a recession signal...

Jun 25, 2024 – Flamingos can stand on one leg for a long time but the stock market can only manage that feat until there is a reason to sell. An absence of selling pressure and a positive fundamental narrative can stretch the market’s ability to stand on one leg...

Jun 24, 2024 – As global policymakers push forward in their attempts to transition away from fossil fuels, the demand for substitutes in the form of minerals and metals is skyrocketing. The International Energy Agency (IEA) predicts...

Jun 6, 2024 – The two primary drivers of the market these days are news related to inflation and developments in artificial intelligence (AI). Inflation is particularly significant because it influences the Federal Reserve's monetary policy decisions...

May 23, 2024 – Solar stocks saw a big jump last week, especially companies located in the US as well as other large manufacturers operating outside of China. One big reason for the recent jump in stock prices had to do with the May 16th announcement...

May 20, 2024 – Last year, in June 2023, I wrote an article titled Silver Lining, outlining the bullish case for silver. At that time, silver was priced around $22.43 an ounce. Today, we're looking at a significantly different landscape with silver...

May 13, 2024 – The cost of higher education has become a significant concern for families across America. With college tuition rising faster than inflation for decades, many are questioning the value proposition of a traditional four-year degree...

May 8, 2024 – The 2020s are shaping up to be a decade of immense change and disruption. The COVID-19 pandemic, large stimulus spending, increasing debt levels, geopolitical conflicts, and technological innovations...