The investment case for commodities, gold and energy is more compelling than at any other time in recent memory.
This morning's release of the publicly available data from ECRI puts its Weekly Leading Index (WLI) at 148.9, up 1.1 from the previous week. Year-over-year the four-week moving average of the indicator is now at 2.71%, up from 2.70% last week. The WLI Growth indicator is now at 3.2, down from the previous week.
Last week, we introduced this topic by discussing the Cold War. This week, we will continue our analysis with a reflection on markets, an examination of hegemony and a discussion of the expansion of globalization and the rise of meritocracy and its discontents.
Many investors who thought worrying about inflation was “so 20th century” may now be seeing reasons to reconsider: The business cycle in the U.S. is mature, output gaps have closed, trade frictions are mounting and populism is on the rise.
Four of eight indexes on our world watch list have posted gains through Monday, April 16, 2018. The top performer this year is India's BSE SENSEX with a gain of 1.46%. In second is Hong Kong's Hang Seng with a gain of 1.33%. In third is our own S&P 500 with a fractional gain of 0.16%. Coming in last is London's FTSE 100 with a loss of 6.37%.
You’ve no doubt heard that everything’s bigger in Texas. That’s more than just a trite expression, and I’m not just saying that because Texas is home to U.S. Global Investors.
A review of last month’s market-moving events across countries and asset classes.
With volatility returning to domestic equities, it might be time for investors to consider increasing their exposure to foreign markets, specifically emerging Europe.
A rare set of Saint-Gaudens gold coins is up for auction, and part of the proceeds will benefit three charities: Children’s Hospital Los Angeles, The ALS Association and the anti-Counterfeiting Education Foundation.
The stock market environment has changed since January, making it more challenging but also creating potential opportunities.