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Facts From Earnings Reports Will Drive Out Rumors And Fake News https://seekingalpha.com/article/4165122-facts-earnings-reports-will-drive-rumors-fake-news?source=feed_all_articles Apr 24, 2018 - All the major indexes rose last week, but Apple’s (NASDAQ:AAPL) woes apparently spooked a lot of investors. Even though I do not own Apple (I instead own some of Apple’s suppliers), I want to assure e
A Return To The Old Normal https://seekingalpha.com/article/4165086-return-old-normal?source=feed_all_articles Apr 24, 2018 - Key points We see more normal markets ahead: lower returns and higher vol amid rising economic uncertainty and less room for growth to top expectations. Global equities clawed back into positive terri
The (Official) World Moves A Little Closer To The Eurodollar https://seekingalpha.com/article/4165066-official-world-moves-little-closer-eurodollar?source=feed_all_articles Apr 24, 2018 - The primary reason I focus so much on time is that I believe it is running out. No one possesses a crystal ball, least of all me, and while making such a statement might presume to be intensely negati
Peter Schiff: The Fed Is Like Mr. Magoo https://seekingalpha.com/article/4165060-peter-schiff-fed-like-mr-magoo?source=feed_all_articles Apr 24, 2018 - By SchiffGold Last week, Peter Schiff said we may well be in the calm before the economic storm. In his latest podcast, he said the storm may be on the horizon. But most people are still oblivious, in
Arithmetic For Austrians https://seekingalpha.com/article/4165048-arithmetic-austrians?source=feed_all_articles Apr 24, 2018 - This piece grew from a number of conversations with people of Austrian economic persuasion, mostly Bitcoiners and goldbugs (which these days seem mysteriously to have converged). I thought of calling
The Yield Curve's Round Trip https://seekingalpha.com/article/4165040-yield-curves-round-trip?source=feed_all_articles Apr 24, 2018 - The current US Treasury yield curve in between the 5-year and 10-year maturities is just 15 bps today. It had dropped down to this level of flat about ten days ago. When it did, it was the first time
USD Back With A Vengeance https://seekingalpha.com/article/4165037-usd-back-vengeance?source=feed_tag_forex Apr 24, 2018 - By Stephen Innes The USD has put on a compelling show overnight as the stars align on the back of higher US Yields and a considerable reduction in the US dollar's geopolitical risk premium as an outwa
Bill Miller Q1 2018 Market Letter https://seekingalpha.com/article/4165034-bill-miller-q1-2018-market-letter?source=feed_all_articles Apr 24, 2018 - The custom of offering a market outlook on some regular basis, usually at least once a year but often after every calendar quarter, is mostly harmless because it is quickly forgotten, even when it tur
Weekly Market Notes - April 23, 2018 https://seekingalpha.com/article/4165032-weekly-market-notes-april-23-2018?source=feed_all_articles Apr 24, 2018 - Stocks are running into down-trend resistance as breadth trends remains a challenge but investors are turning more optimistic.Rising gasoline prices could be an unexpected headwind for growth.Bond yie
Two Macro Observations And A Strategy https://seekingalpha.com/article/4164986-two-macro-observations-strategy?source=feed_all_articles Apr 23, 2018 - Two major macro trends are underway: the first relates to commodity prices while the second relates to the US consumer. These two trends are likely to dominate asset pricing. On a completely different

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