Silver as an investment

Category Archives: Doug Kass

Weekend Reading: Recession Risk Hidden In Tax Bill

Authored by Lance Roberts via RealInvestmentAdvice.com, Since the election, equity bulls have been pinning their hopes on “tax cuts” as the needed injection to support currently elevated stock prices. Stocks have advanced sharply since the election on these expectations, and while earnings have recovered, primarily due to the rise in oil prices, whatever economic growth […]

Weekend Reading: You Have Been Warned

Authored by Lance Roberts via RealInvestmentAdvice.com, Investors aren’t paying attention. There is an important picture that is currently developing which, if it continues, will impact earnings and ultimately the stock market. Let’s take a look at some interesting economic numbers out this past week. On Tuesday, we saw the release of the Producer Price Index […]

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 […]

Weekend Reading: It’s The Debt, Stupid

Authored by Lance Roberts via RealInvestmentAdvice.com, As I noted last Friday, the recently approved budget was an anathema to any fiscally conservative policy. As the Committee for a Responsible Federal Budget stated: “Republicans in Congress laid out two visions in two budgets for our fiscal future, and today, they choose the path of gimmicks, debt, […]

Weekend Reading: Markets Love Central Banks – No Matter What They Do

Authored by Lance Roberts via RealInvestmentAdvice.com, I discussed yesterday, the apparent “myth” of the Fed’s proposed “balance sheet reduction” program as the most recent analysis shows a $13.5 billion “reinvestment” into their balance sheet which has helped fuel the recent market advance. But therein lies the potential “fatal flaw” of the “bullish logic.”  At the […]

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 […]

Weekend Reading: $7 Trillion To Manipulate Prices

Authoreed by Lance Roberts via RealInvestmentAdvice.com, As the stock market continues to press new highs, the level of optimism climbs with it. I discussed yesterday Richard Thaler’s, a recent recipient of the Nobel Price in Economics, comments about not understanding the current “irrationality of investors relating to their investing behavior.” What is interesting is that […]

Kass Warns: “The Scent Of Group Stink Is As Strong As In 2000 & 2007”

Authored by Doug Kass via RealInvestmentAdvice.com, * In a paperless and cloudy world, are investors and citizens as safe as the markets assume we are? –Kass Diary Another provocative missile launched by North Korea and another apparent terrorist attack in London, England, are, once again, overnight and early-morning features of our reality as investors and as […]

Weekend Reading: Harvey & The Broken Window Fallacy

Authored by Lance Roberts via RealInvestmentAdvice.com, As the waters recede from “Hurricane Harvey,” the rebuilding efforts begin. It will take quite some time before Houston fully recovers from the tragedy, but recover we will. Hopefully, lessons were learned by a city government that has avoided dealing with the drainage and flooding problems for far too […]

SkyNet is Sentient and Will Destroy Your Investments and Pension

SkyNet is Sentient and Will Destroy Your Investments and Pension By Cognitive Dissonance     Do you really want to know about how SkyNet controls your investments and pension via the various financial markets? I ask with all sincerity because the subject is not pleasant and may even be frightening to those who have followed […]