Clif Droke's Blog

One of America’s most prominent hedge fund managers is betting the farm that China’s economic troubles are far from over. His bet centers around the US dollar and by extension several Asian currencies. What happens to...

Among the biggest relative strength leaders in the US broad market right now are the home builders and REITs. The US real estate sector is heating up and is also beginning to attract “hot money” inflows from foreign investors looking...

The last year has been a scary time to be an investor. In 2015, the slowdown in China’s economy caused undue apprehension to investors and contributed to a nausea-inducing rollercoaster ride which began last July and has continued until now.

Everywhere one turns there is evidence of widespread rage and frustration. The peoples of Europe and the Americas in particular are aggrieved at their political lot and are becoming increasingly angry. What was once a simmering...

In the six years since the recovery began, there has been endless debate over the strength of the US economy. There are basically two sides of the debate. Those taking the positive side maintain the economy has almost returned to...

A CNN Money article this weekend provided contrarian investors with a moment of clarity. “Trump and Cruz predict stock market ‘crash’” the headline proclaimed. Contrarians couldn’t find a more emphatic statement of mainstream...

It’s a trite saying but a profound one all the same: “History always repeats.” We’ve all heard this bromide countless times, yet how many of us have truly pondered its significance? The truism that history tends to repeat itself over time is...

Since bottoming in February, the stock market “tape” has been very constructive. The NYSE advance-decline (A-D) line led the rally off the February lows, which is the first thing we look for when judging the strength of a bottom.

The broad equities market has gotten a respite from the selling pressure which plagued it for the last few months. Some of this can be attributed to the Kress cycle “echoes” which we reviewed earlier this year. The echoes

As the global market crisis continues, the danger posed by this crisis to the US economy continues to be underestimated by economists and central bankers. A report recently showed that US job openings surged in December and the number of...