Silver as an investment

Category Archives: Behavioral Finance

What Causes Asset Bubbles?

As we showed yesterday, the price of bitcoin has finally surpassed "Tulips" in the global bubble race. Overnight the former Bridgewater analysts Howard Wang and Robert Wu, who make up Convoy Investments, released their thoughts on what happens next… and most importantly, what causes asset bubbles… When we see a dramatic rise in asset prices, […]

One Of Bank of America’s “Guaranteed Bear Market” Indicators Was Just Triggered

It is undisputed that the last 2 quarters have demonstrated an impressive jump in corporate earnings growth, if mostly due to a beneficial base effect from plunging 2016 earnings which pushed them below levels reached in 2014. And naturally, this rebound has been more than priced into a market which has seen substantial multiple expansion […]

Stock Market Acceleration Reaches Terminal Stage

Via KesslerCompanies.com, Secular stock-market bullish trends tend to accelerate as they mature. The last three big bull moves in the Dow Jones Industrial Average look very similar and suggest a near-term major correction. See below: DotCom Bubble: Global Financial Crisis: 'Everything' Bubble:   It's different this time though.

“We Have Reached A Turning Point”: Trader Explains Why Today’s CPI Could Send Equities Reeling

From the latest Macro View by Bloomberg commentator and former Lehman trader, Mark Cudmore Equities Must Fear CPI Now the Fed Put Era Is Over A surprise in either direction from today’s U.S. consumer price index print is likely to hurt global stocks. For many years, in the wake of QE, we became used to […]

It’s A ‘Turkey’ Market

Authored by Lance Roberts via RealInvestmentAdvice.com, With Thanksgiving week rapidly approaching, I thought it was an apropos time to discuss what I am now calling a “Turkey” market. What’s a “Turkey” market?  Nassim Taleb summed it up well in his 2007 book “The Black Swan.” “Consider a turkey that is fed every day. Every single […]

Mauldin: “Investors Ignore What May Be The Biggest Policy Error In History”

Submitted by John Mauldin My good friend Peter Boockvar recently shared a chart with me. The University of Michigan’s Surveys of Consumers have been tracking consumers and their expectations about the direction of the stock market over the next year. We are now at an all-time high in the expectation that the stock market will […]

Gold & Silver- Desperately need this to hold!

Below looks at the Silver/Gold ratio over the past 30-years. Metals bulls (both Gold & Silver) want to see the ratio moving higher, to send a quality bullish message to both. The ratio has spent the majority of the past 30-years inside of rising channel (1). When the ratio hit the top of the long-term […]

Record High Stocks, Record Low VIX But Bitcoin, Bonds, & Bullion Bid

Buy it all… On the week – Stocks are up, Treasury Bonds are up, Corporate Bonds are up, Gold is up, Bitcoin is up, and WTI Crude is up…   Before we get started – consider the following…   And perhaps this will help explain last week's action compared to this week's? Everything reversed trend […]

“Investing Is Not A Competition… It’s A Game Of Long-Term Survival”

Authored by Lance Roberts via RealInvestmentAdvice.com, Melt-Up Gains Traction Back in November, just following the election of President Trump, I wrote about the market entering into potentially the final “melt-up” phase of the cyclical bull market. However, while economic and fundamental realities HAVE NOT changed since the election, markets are pricing in expected impacts of changes […]

“Most Hated” Rally Getting Record Love

Via Dana Lyons' Tumblr, A recent reading in one broad measure of consumer stock market sentiment was among the most bullish in history. Perma-bulls like to label this bull market the “most hated” in history. While the rally is historic by some metrics, the “most hated” status, to the degree that it was ever applicable, […]