Originally Published on January 6, 2014 in the January 2014 Intelligent Investor As we enter the New Year, US economic data is gaining momentum. Meanwhile, the confirmation of the Fed’......
Read moreOriginally published on January 5, 2014 in the January 2014 Intelligent Investor Although the European Union continues to gravitate towards a deflationary environment, there have been modest...
Read moreYou have probably heard what the clowns in the media have said about the economy. Unfortunately, the media is littered with misguided salesmen like Peter Schiff, Mark Faber and other gold deal...
Read moreWe have released a nice 10-minute video presentation summarizing the economic landscape since the 2008 financial crisis. Included in this overview is a consideration as to where the US economy...
Read moreLast month we reminded readers about the earnings weakness we have been discussing since early in the year. Specifically, we felt that the second half of 2013 would be met with greater than expected w...
Read moreWe have just released a 2-part video presentation covering some select topics for discussion and analysis. Each video of this 2-part video series is approximately 40 minutes in length. This vide...
Read moreOriginally published on November 4, 2013 (November 2013 Intelligent Investor, Opening Statement Part 1) As previously discussed, the recent sell off in bonds has been due to the outlandish response...
Read moreOver the past several months we have been warning about what we felt would be earnings weakness. Since June, S&P earnings growth for Q3 has now been slashed by more than xxx. While this may seem a...
Read moreIn mid-September, the Federal Reserve decided not to begin tapering as we predicted. As you will recall, we have been warning readers since May that the US economy was weakening. This was in contrast...
Read morePlease enjoy the video below. Feel free to share it or upload it anywhere you wish. Check Our Current Newsletter Promotions...
Read moreIn this video, Mike discusses an aspect of the Fed’s recent decision to hold off on scaling back on its bond-buying program that you probably have not heard or read about.
Read moreRecently, the Fed stated that the economy had weakened somewhat relative to its previous assessment in late May. We had already warned that the Fed would need to readdress investors once the...
Read moreThe emerging markets have continued to weaken along with Europe, as the US economy and stock market gain more momentum. India was the first of the three major emerging markets we cover to show weak...
Read moreLast month we discussed the fact that we felt the Federal Reserve had expressed too much optimism with regards to the progression of the economic recovery in the US. In addition, we also discussed t...
Read moreAlthough we have seen some noteworthy earnings disappointments for Q2, this has been overshadowed by overall impressive results as well as upbeat estimates for Q3 and even Q4. In short, the US stock m...
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