News-Blog

By Tony Sagami Stock buybacks are always a good thing… right? That’s what the mass media has trained investors to believe, but there are times when stock buybacks are a horrible strategy.Let’s take a look at Herbalife, which has had very visible news items as billionaires like Carl Icahn, George Soros, Daniel Loeb, and Bill […]

Tuesday November 25, 2014 14:08 Clif Droke Last month kicked off a new long-term Kress cycle.  The Kress cycle, which answers to the Kondratief wave of inflation/deflation, is responsible for the overall climate of economic and financial market conditions in the U.S.  This long-term cycle also influences the course of central bank monetary policy by

By Dennis Miller Is it even possible today to retire rich? The short answer is “yes.” We all know people who have done just that. Watching your neighbors Bob and Betty Rich live the good life well into their 90s only tells you it’s possible, not whether you’re prepared to do it too. So let’s

Posted on November 24, 2014 by Bob Loukas We’re at the point in the equity bull market Cycle that every piece of news is construed as positive for the equity markets. In many cases, the news even appears to accentuate positive possibilities. The speculative nature of the current advance has by now captured the vast majority of market

Posted Monday, 24 November By: David Stockman Yet overnight two central banks promised what amounts to more monetary heroin and, presto, the S&P 500 index jerked up to 2070. That is, the robo-traders inflated the PE multiple for S&P’s basket of US-based global companies to a nose bleed 20X their reported LTM earnings. And those earnings surely embody a high water mark in a

Monday November 24, 2014 15:42 Richard (Rick) Mills  As a general rule, the most successful man in life is the man who has the best information HUI/Gold Ratio, National Inflation Association When the HGR is rising, gold stocks are outperforming gold.  Conversely when the HGR is falling, gold is outperforming gold stocks. Since 1996, the

Source: Brian Sylvester of The Gold Report  (11/24/14) Florian Siegfried, head of precious metals and mining investments with Zurich-based AgaNola, says there are small signs—fewer equities participating in the recent rally, greater spreads in the high-yield market—that the sentiment toward gold is changing. But we will have to wait to see if a trend forms. In the

By Nick Giambruno   That was how the slow and careful rapprochement between Russia and China has been described by Eric Margolis, one of my favorite geopolitical writers. US shenanigans in Eastern Europe and the East China Sea—fomenting so-called colored revolutions in Ukraine and Georgia (both on Russia’s periphery) and egging on China’s neighbors to

November 20, 2014 Since 1999 the gold price has moved in concert with the growth in the U.S. Federal Reserve Balance Sheet including the recent correction in both during the past three years.  Accordingly, the following objective analysis forecasts the gold price out to 2016 based solely on historical Central Bank data. The above introductory comments

By Jared Dillian After 30 years of declining interest rates, bond investors are beginning to worry that rates will go higher—especially after the events of May 2013.Back then, 10-year yields went from 2% to 3% on a frozen rope. Things got very dicey in fixed income. Some holders of corporate bonds (like the new Apple