Market

This Is the Single Most Important Asset Right Now: Here’s Why You Should Own It

For months, readers have been inundating us with questions about precious metals. We’ve addressed these questions on many occasions and have touched upon this topic directly in separate reports. In short, gold matters. Candidly, with the nearly endless stream of... Read more »

Macro Thoughts

What’s Happening Now: Week of August 19

Welcome back to What’s Happening Now, your weekly guide to what’s going on right now and why it matters to you – and your money. In last Monday’s issue, we discussed turning points and tipping points, differentiating one from the... Read more »

Macro Thoughts

Here’s What Warren Buffett Should Be Worried About

Now here’s something you may not have expected me to talk about today: The Association of American Railroads (AAR). The AAR recently released its July data, and there’s a lot behind these reports, which just showed a 4.4% decline in... Read more »

Market

You Need to Watch Your Step As We Move Into Autumn

In the modern struggle between old-school balance sheet fundamentals and computerized, trend-measuring “quants,” the robots seem to have won, as more than 70% of today’s markets trade on algorithms working at 15 gigaflop speeds. I’ve taken to referring to this... Read more »

Market

What’s Happening Now: Week of August 12

Welcome back to What’s Happening Now, featured each Monday by Critical Signals Report, your weekly guide to what’s going on right now and why it matters to you… and your money. In last Monday’s edition, we discussed the puzzling times... Read more »

Investing

Here’s How Your Trade Suggestions Have Been Faring

Markets have seen a rugged stretch lately with the Fed disappointing and tariff wars escalating. Thursday offered some hope as markets rallied on news that the Chinese had acceptably pegged the Yuan, but late morning Friday morning as I pen... Read more »

Macro Thoughts

Is This Our “Lehman Moment”?

A week ago, the Fed lowered interest rates (for the first time in over a decade) and the White House reignited the tariff war with a single tweet. What happened? The markets had a tiny hissy fit. Monday’s one-day plunge... Read more »

Macro Thoughts

What’s Happening Now: Week of August 5

Welcome back to What’s Happening Now, featured each Monday by Critical Signals Report, your weekly guide to what’s going on right now and why it matters to you… and your money. Last week (the worst week thus far this year’s... Read more »

Macro Thoughts

The Fed is Playing You – Here’s What You Need to Know

Folks, if you had any doubts about what drives our market, yesterday’s 25 basis point rate cut should now make it obvious that the only wind beneath this market’s battered wings is the Fed itself. Furthermore, if you had any... Read more »

Macro Thoughts

What’s Happening Now: Week of July 29

Welcome back to What’s Happening Now, featured each Monday by Critical Signals Report. In this issue, we’re going to focus on what’s happening beneath the surface, who’s watching, who cares, and who doesn’t… and why this all matters to you.... Read more »