Casey Research's Blog

Higher interest rates actually provide banks the incentive to lend. So while investors worry about a Fed taper and higher rates, it is exactly what is needed to spur lending, employment, and money creation.

No wonder investors don't take economists seriously. Or if they do, they shouldn't. Since Richard Nixon interrupted Hoss and Little Joe on a Sunday night in August 1971, it's been one boom and bust after another. But don't tell that to the latest Nobel Prize co-winner, Eugene Fama, the founder of the efficient-market hypothesis.

The Fed's capabilities to engineer changes in economic growth and inflation are asymmetric. It has been historically documented that central bank tools are well suited to fight excess demand and rampant inflation...

Suddenly, borrowing and lending is all the rage again. The financial crash was five years ago this fall, and nobody is letting us forget it. According to ex-FDIC Chair Sheila Bair, financial soundness isn't much improved

The Fed's polices have not produced the much-promised re-acceleration in economic growth. In the first half of 2013 as well as the latest four quarters, the real GDP growth rate was a paltry 1.4%...

Casey Research's Chief Energy Investment Strategist, Marin Katusa, whose portfolio profited nicely the last time the uranium bull broke loose a decade ago, recently interviewed a group of world-renowned energy experts to discuss the prospects for the sector that some considered doomed by the Fukushima disaster.

How will Russian President Putin's efforts to squeeze the nuclear energy sector affect the uranium market?

There’s a new Cold War brewing – and this time it’s not about military power…

The end of a little-known energy agreement that signals the beginning of a surge for "the other yellow metal."

In economics as in policing, the bad guys always get to take the first shot. From the central banker's perspective, the bad guy in the current regime is the real economy.