Financial Sense's Contributions

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"...

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...

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...

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...

A Geopolitically Turbulent Fourth Quarter; Global Elections Defining the Decade Ahead

Sep 24, 2024 – In a world increasingly defined by electoral upheavals, geopolitical tensions, and a growing shift toward populism, the year 2024 has been marked by a series of consequential elections all over the globe. As the fourth quarter...

Gold and Silver Surge: Insights from Financial Sense Wealth Management's CIO

Sep 20, 2024 – Despite the significant gains already seen, Puplava believes there's still room for growth in the precious metals market. When analyzing the technical structure of gold’s price action, he suggests, "We could see gold, in this move, go...

Fiscal Dominance Takes Center Stage

Sep 19, 2024 – Investors have grown accustomed to decades of "monetary dominance," where central banks could steer economies through adjustments in interest rates. However, Alden points out that we haven't seen a situation like the current one since the 1940s...

These Economic Indicators Point to Further Downside Risks, Despite Market Optimism

Sep 5, 2024 – There's typically a two-year lag between interest rate changes and their effect on the broader economy, suggesting that the full impact of recent rate hikes is yet to be felt. As illustrated by the chart, the unemployment rate is following this...

AGI and Brain Machine Interfaces – Closer Than You Think

Aug 28, 2024 – The significance of this achievement cannot be overstated. As Dr. Thompson points out, "The questions are at a level beyond what I could do, what any of my prodigies could do. There are only a handful of people in the world...

Is the Dollar Facing a Multi-Year Decline?

Aug 15, 2024 – At the heart of Chandler's argument is the concept of the "policy mix" – the combination of monetary and fiscal policies that can significantly influence a currency's strength. Historically, the most favorable policy mix...

MBridge and the Petroyuan: A New Era of De-dollarization

Jul 18, 2024 – Richard Turrin, the best-selling author of Cashless, breaks down the recent move by Saudi Arabia to join the Chinese-led mBridge alternative to SWIFT, and how this will very likely lead to other countries diversifying...

Major Investment Themes for the Coming Decade

Apr 10, 2024 – Over the next few years and well into this end of this decade, a number of long-term investment themes will impact the markets and drive capital into key sectors and assets. Today, we cover some of the largest and most significant...

How AI-Led DAOs Will Cause an “Institutional Revolution”

Apr 3, 2024 – The concept of a decentralized autonomous organization, or DAO, is gaining increasing attention as both a technological innovation and harbinger of societal change. In her book "DAOs and Purpose-Driven Tokens", Shermin Voshmgir...

Deep Dive: The US Jobs Market Is Much Weaker Than it Appears

Mar 21, 2024 – The US job market is showing signs of acute weakness with an alarming disconnect between the official government numbers and other metrics. Today, we cover some of the key charts and factors for the current...

How to Slash Your Taxes

Mar 21, 2024 – Ever find yourself wondering, “How can I lower my taxes?” Well, there’s a new book out to help people do just that. It’s called "The Investment Tax Guide: How to Slash Your Taxes," written by the former CEO of PayPal...

Navigating Financial Bubbles: Considerations for Today's Investors

Mar 14, 2024 – In recent years, AI stocks in particular have captivated the attention of investors all over the world, suggesting a bubble that could parallel previous episodes in financial history. Though valuations are...

Growth Slowdown But No Recession as Consumer Picture Remains Positive

Mar 11, 2024 – The US consumer will continue to provide support to the economy this year (see charts) and help to prevent an ongoing contraction in the manufacturing sector from developing into a broader recession. However, US GDP...

State-Level Data Shows Unemployment Spike Across the US

Mar 4, 2024 – The US economy is in the midst of a “reflationary acceleration” with the S&P 500, Dow, and Nasdaq all sitting at or near record highs. Today we explore a few key charts and trends that are likely to play a significant role...

Leading Indicators for Inflation Picking Back Up

Feb 27, 2024 – Last month's inflation report came in hotter than expected. Though some are dismissing this as statistical noise, several leading indicators for inflation are pointing to a potential acceleration for commodities and overall inflation...

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