Financial Sense

Crosscurrents “R” Us
Bill Fleckenstein's picture

Stock market action finally became interesting for a change today, both on and beneath the surface. First of all, the SPOOs [S&P 500 index futures] were weak overnight, for no particular reason, though the mainstream media tried to make up several excuses ranging from Argentina's default...


Expect Higher Treasury Yields in Second Half
Sober Look's picture

While many investors refuse to accept this fact, we are clearly marching toward higher treasury yields later in the year and in 2015. Even after today's bond selloff, we are still around the yield levels we had during...


Alphabet Soup: GDP, ECB, QE and Q2
Sheraz Mian's picture

Stocks opened lower in today’s session, with Europe-centric concerns and more follow-through from Wednesday’s Fed statement as the likely catalysts. The jobs report coming out tomorrow has assumed even greater significance following the strong...


King Coal Deposed in West, but Reigns in East
Robert Rapier's picture

In the U.S., coal consumption has been flat to declining for the past 20 years. Just since 2007, U.S. coal consumption has fallen by more than 20%. This is the primary reason the U.S. leads all countries in reducing carbon dioxide emissions over that same time period.


The Four Biggest Threats to this Bull Market
Richard Russell's picture

These are four of the biggest threats to the bull market. According to Hugh Johnson Advisors, first is the threat of oil skyrocketing over the turmoil in the Middle East, and natural gas prices soaring as Russia retaliates over U.S. and European trade sanctions.


Will Crashing Commodities Crash the Stock Market?
Clif Droke's picture

There are some analysts out there who maintain that the precipitous decline in commodity prices this year bodes ill for the stock market. Witness for example the dramatic drop in the price of corn.


The Trillion Dollar Question: What Happens When Quantitative Easing Ends?
Cris Sheridan's picture

One of the great questions being debated right now is how will the market react once QE3 ends this October. Those who believe asset prices (namely stocks, bonds, and real estate) are being supported by the Fed, and not by underlying economic growth, expect a correction or worse once the Fed withdraws its support.


Social Security Versus CBO – Who Do You Trust?
Bruce Krasting's picture

The 2014 Social Security report to Congress is finally out. The report was released four-months later than permitted by law; this is the sixth year in a row that the Report has been late. The word ‘sloppy’ comes to mind; Treasury Secretary Lew gets a ‘D’ for timeliness.


M.A.D. Sanctions; Two Games at Once
Michael Shedlock's picture

Sanctions are a lose-lose-lose game. Consumers lose, businesses loses, countries lose. And the hypocrisy alone is appalling.


Economy Expands at 4.0% Annual Rate in Q2
Tim Iacono's picture

The Commerce Department reported that the U.S. economy expanded at a rate of 4.0 percent in the second quarter, well above the consensus estimate of 3.0 percent, and the contraction during the first quarter was revised up from a -2.9 percent rate to -2.1 percent.


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