AIER: The Inverted Yield Curve and the Next US Recession
Investors have largely ignored the inverted yield curve in U.S. Treasuries in the past few months. Typically, the yield curve is positively sloped. Investors want
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EXPLORE A PERSPECTIVE
Economy
QTR’s Fringe Finance: The Market Is A Time Bomb And Other Observations
Stocks went into a bear market in 2022. The size and severity of rising interest rates off of zero percent led to a massive reevaluation of
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Sprott Radio: Showdown – In Gold We Trust 2023
The past year has seen rising political tensions. The fallout from Russia’s invasion of Ukraine has included the company’s expulsion from the global payments
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Bryan Kuderna: What Is Inflation Still Sticking To?
While inflation has been on the forefront of consumers and investors for the past two years, it’s heading down. The numbers through May slowed to
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Joseph Carlson: We’re Now In an Everything Bubble
With markets moving back towards a bull stance, a few bears remain. There have always been a small number of investors who have gone against the
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Longview Economics: Blow Off Top?
While investors have been transfixed on big-cap tech stocks over the past month, they haven’t been the market leader. Transportation stocks have taken off
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Game of Trades: Stocks Are Going to Continue Doing This For 12 Months
Markets have had a strong runup in the past few weeks. The S&P 500 even managed to move into overbought territory for the first
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Bitcoin Magazine: If We’re Not Careful, The AI Revolution Could Become the ‘Great Homogenization’
Artificial intelligence (AI) has become the biggest investment trend of the past few years. While some see it on par with the hype over the internet,
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FX Evolution: Stocks Always Do This… FOMC The Catalyst?
The Federal Reserve has finally paused its policy of interest rate hikes. However, the central bank came out with a hawkish policy statement. Specifically, the bank
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IBKR Podcasts: What? No Recession?
Investors have expected a recession for nearly a year now. The Federal Reserve has been raising interest rates since last March. And in 15 months, they’
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Meet Kevin: The Fed U-Turn & Banking Flip
The banking crisis has calmed in recent weeks. And the Federal Reserve has suggested that it’s done raising interest rates for now. While those are
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GMO: The Curious Incident of the Elevated Profit Margins
For the past decade, profit margins for U.S. firms have been elevated compared to their historic average. Predictions for a normalization of profit margins have
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