Aug 23 – The main driver of markets today is the continual loss of confidence in government debt, argues Martin Armstrong. If we understand the big picture and how this is driving global capital, everything else follows and makes sense...
Aug 11 – Indonesia is a country of 275 million people — the fourth largest by population in the world, after China, India and the United States — and its land mass extends across 14,000 islands, stretching the distance from New York to Los Angeles. It also...
Jul 21 – The foundation of economic growth is the idea that consumption is continually stable or rising on a long-term basis, and that finance will rise right along with it. We have no experience of anything else in the modern era, Zeihan said. But now...
Jun 17 – Chris Puplava, CIO of Financial Sense Wealth Management, recently discussed why we are positioned for a more persistent, higher-than-average level of inflation in our latest weekly investment video and also explained why investors shouldn't fear a Fed tapering...
Apr 19 – The widely-followed Ed Yardeni, chief investment strategist at Yardeni Research, recently discussed his latest book, The Fed and the Great Virus Crisis , on our podcast. Following the Covid outbreak and crash, Dr. Yardeni warns...
Apr 2 – In light of the recent blowout economic numbers, here are some key highlights from our weekly investment video update, Get Ready for Market and Economic Surprises, on what investors should expect...
Mar 24 – In our recent interview, Armstrong reiterated that capital is continuing to shift away from government-issued debt and move into the private sector, whether that be in the form of corporate bonds or corporate equities (stocks)...
Mar 10 – After the extreme weather events of late February, Texas and its struggling power grid came to national attention. Many felt that the weaknesses revealed by freezing temperatures may be changing the story for energy...
Mar 2 – Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, said with a large amount of cash now sitting on corporate balance sheets, we are likely to see a wave of repurchases and dividend payments in 2021. In fact, recent data shows...
Feb 24 – "Authorities have realized that they cannot just create money and liquidity and inject it into the financial system... We have to spend it. We are at the beginning of a huge period where governments will increase their expenditures..."
