Rickards says the US economy is fundamentally too weak support a rate increase. And the strengthening US dollar has a similar effect to a rate increase.
Investors may need to focus on growth-value hybrid stocks in the mid-cap range going forward. You may get a less stretched multiple on certain mid-caps, along with the prospect of growth...
The pandemic and the lockdowns have had quite an impact on travel. Seems like people are avoiding public transport, driving more…and sitting in traffic. It could be the push EVs need to make them mainstream...
The RBA has not so quietly unleashed a storm of funny money. Announcing an interest rate cut and $100 Billion in quantitative easing (QE). The consequences will take years to fully understand, but the RBA’s determination to give the beast what it wants...
If you’ve ever heard of Peter Schiff, you probably won’t be surprised by what I’m about to tell you. It’s no secret that he is an avid critic of the state of monetary policy. A financial commentator and trader who has built his legacy on calling crashes and backing gold.
It’s not quite negative yet. But it’s getting mighty close. More money printing hijinks are afoot and a cash rate of .1% may as well be zero. What can we learn from countries that went negative though?
Today I’m going to look back on a report we released in late February, as markets tumbled. And I’m also going to look ahead to how you can invest in the second half of the year. The report was called ‘The Coronavirus Portfolio’ and it came at a time of uncertainty...
Overnight the Fed released their minutes from their 9–10 June meeting. What was interesting was a new list put out by the Fed. One that detailed the nearly 800 companies which the Fed is pumping money into...
Dear Reader,
In today’s Money Morning…three ways to buy gold during a mania phase…plus what would slaughter the bull…black swans and ancient money…debt, demography, and crashing oil prices…and more…
We continue our special coverage of financial markets in the age…
Saying that booms and busts as we know it are over, is like saying business as we know it is over. Cycles have underpinned macroeconomic theory since the days of Adam Smith himself. As long as credit exists, cycles will follow. Or at least they should…