A Wealth of Common Sense: Animal Spirits: The Super Bubble
Asset prices are based on a number of variables. There are metrics like the price-to-earnings ratio in the stock market. Or the level of
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Lead Lag Live: Housing Slowdown or Crash
After nearly two years of strong performance, the housing market is slowing down. That’s being seen across the board, from longer times on market to
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Game of Trades: Stock Market Investors Are Not Positioned for What’s About to Happen
Right now, the economic consensus is that things are slowing. And central bankers are raising interest rates into a recession. Typically, interest rate hikes occur when
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Money For the Rest of Us: Unintended Consequences Impact Everything
In a complex global economy, actions can lead to any number of unexpected reactions. Some of those consequences are known in advance. Others are not. And
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Wall Street Silver Podcast: Silver Under $20…Again!
Commodity markets have had a strong few years, as investors have rediscovered the asset class as a way to hide out from inflation. Yet many commodities
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A Wealth of Common Sense: Tough Talk From the Fed
For years, investors have followed a rule: Don’t fight the Fed. The central bank of the US determines monetary policy. And they tend to announce
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The Reformed Broker: Short Sellers Take Over
The stock market turned on a dime last week following the hawkish speech from Federal Reserve Chairman Jerome Powell. Now, investors are largely betting on a
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Bigger Pockets: Is the Global Economy About to Collapse? Inside China’s Real Estate Crisis
It’s been nearly a year since investors were made aware of the potential implosion of Evergrande. The Chinese-based real estate developer looked likely to
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Monetary Metals: The Knockout Blow to Crypto
Cryptocurrency adoption continues at a rapid pace. Most recently, the UFC has started paying fan bonuses to its fighters in Bitcoin. While it’s not a
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Dividend Growth Investor: Five Companies Rewarding Shareholders With Raises
Corporate America has continued to pay out some of its earnings in the form of dividends in the current market. Unlike the Covid crisis, high inflation
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Lead-Lag Live: Dual Momentum Investing
There are a variety of ways to think about how to invest in financial markets. One somewhat overlooked strategy is based on momentum. Simply put, the
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The Big Picture: Cyclical Bear Within a Secular Bull
Where does the market stand now? It may depend on your timeframe. That’s because markets tend to move in cycles. But no cycle moves in
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