Financial Sense Blog

Global Liquidity vs. Debt Maturity Wall: What Investors Need to Know About 2025

Nov 19, 2024 – Howell posits that the current bullish wave of liquidity is poised to peak around late 2025, a projection he has maintained consistently over the past few years. However, Howell warns of an impending "debt maturity wall"...

Post-Election Geopolitics: Preparing for Mideast War, Potential Oil Shock

Nov 11, 2024 – Iran's approach involves supporting proxy forces to conduct continuous asymmetric warfare against Israel. "Their long-term strategy is to simply terrorize the Israelis with these proxy forces... implementing a 'ring of fire' strategy"...

The Great Escape: Fleeing the Fiat Fortress

Nov 5, 2024 – As the initial concerns about fiat currency morph into a full-blown loss of confidence, the sprint will begin. Look at silver, gold, and bitcoin prices this year. Investors, both institutional and individual, will scramble for assets...

Grading on the Curve

Nov 1, 2024 – With the presidential election just a week away, the race between the two candidates is close. Recently, the Committee for a Responsible Federal Budget published an article titled The Fiscal Impact of the Harris and Trump Campaign Plans...

In Depth: Dollar Devaluation and the Next Stage of US Industrial Policy

Oct 29, 2024 – When it comes to trade and economic power, Fasteau and Fletcher were emphatic that China and the US are no longer friendly trade partners, and that China is more of a threat than the Soviet Union was during the Cold War era...

17 Risks That Can Derail Your Financial Plan

Oct 24, 2024 – Risk management can mean different things to different people. For some, it involves placing stop-losses on trades or rebalancing portfolios toward cash during a bear market. In financial planning, however, it’s about identifying...

China Overtaking the US in Strategic Sectors, Says Louis-Vincent Gave

Oct 22, 2024 – Gave explained that the transition from real estate-driven growth to a more diversified industrial approach means that “big parts of the economy...are actually humming along and doing great.” He believes this could lead to...

Q4 2024 Outlook: Let's Get Real

Oct 14 – The coordinated global easing cycle since last month is one of the most active for rate cuts since the turn of the century—comparable to March 2020 and the 2008-2009 period. Historically, such periods of global easing have led to strong economic...

Central Banks Shock Investors

Sep 30, 2024 – This month, central banks surprised investors with a series of policy changes aimed at easing their previously restrictive stances. These measures are fostering bullish sentiment as it appears the Federal Reserve, European...

OpenAI’s o1 Model: A Quantum Leap in AI Intelligence – Insights from Dr Alan D. Thompson

Sep 28, 2024 –OpenAI's newest AI model, o1, released on September 12, 2024, has shattered expectations and redefined the landscape of artificial intelligence. Its unprecedented performance on benchmark tests, surpassing PhD-level experts...

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