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The Illusion Of Prosperity

Authored by 720Global’s Michael Lebowitz via, For the last 50 years, the consumer, that means you and me, have been the most powerful force driving the U.S. economy. Household spending now accounts for […]

The Only ‘Real Europe’ Is Greece

Authored by Raul Ilargi Meijer via The Automatic Earth blog, European Commission president Jean-Claude Juncker, famous for his imbibition capacity and uttering -not necessarily in that order- the legendary words […]

“Dear Jamie Dimon…”

Authored by Charles Hugh Smith via OfTwoMinds blog, This is the begging-for-the-overthrow-of-a-corrupt-status-quo economy we have thanks to the Federal Reserve giving the J.P. Morgans and Jamie Dimons of the world the means […]

Yes, You Should Be Concerned With Consumer Debt

Authored by Lance Roberts via, Just recently the Federal Reserve Bank of New York released its quarterly survey of the composition and balances of consumer debt. Importantly, it was the […]

How To Play The Gold Break-Out In Fixed Income Markets

While Jeff Gundlach’s favorite chart continues to diverge, as Treasury yields tumble (10Y at 2.08 lows today) and despite gold’s surge, copper’s keeping up… Knowledge Leaders Capital blog’s Steven Vannelli takes […]

A Peak Above All Others

Authored by 720Global’s Michael Lebowitz via, “Valuations are still well below the peak of 1999” say the bulls. They are certainly correct from an absolute basis but we caution that the current level of […]

The Great Disconnect: Markets Vs. Economy

Authored by Lance Roberts via, The general consensus is the rise in capital markets, despite global weakness, geopolitical risks and sluggish employment and wage growth, is clearly a sign […]

The Beginning Of The Decline

Authored by Chris Hamilton via Econimica blog, In 1960, the core population (25-54yr/olds) of the OECD nations (US, Canada, Mexico, Chile, most the EU, UK, Turkey, Israel, Japan, S. Korea, Australia, NZ) was […]

Why Is The Market Down?

As the chart indicates, the market has been in rally mode with the anticipation of Trump tax cuts and economic reform. We were ahead of economic reality. Put a little […]

Copper Is Crumbling After Stockpiles Surge

After reaching one month highs on Monday, copper futures prices have tumbled to near 3-week lows amid slowing China credit impulse-driven economic signals (PMIs weak) and a surge in LME […]

Protracted Low Volatility,, How Much Longer?

Authored by ConvergEx’s Nicholas Colas, Last night’s note on the lack of US equity market volatility drew the strongest reader response of anything I’ve written this year. The primary reason […]