Home prices are still rising pretty much everywhere in the US, with California as usual leading the way. State-wide, the median CA home is now above $600,000, up 9% year over year. In San Francisco County, homebuyers are paying an average of 18% above the asking...

Credit Excess - US companies are gorging on debt. Never before has so much debt been issued by the corporate sector on such a consistent basis. Since 2011, US companies have accelerated their issuance of corporate bonds to over $1.3 trillion per annum. Record low...

Conventional wisdom is that an inversion of the yield curve (short-term interest rates moving above long-term interest rates) signals that a recession is coming, but this is only true to the extent that a recession is always coming. A reversal in the yield curve...

The Western media was incredulous. The Donald had disregarded diplomacy, scuttled out of the G7 meeting in Canada without endorsing the G7 agreement, and ended up shaking hands with a previously avowed enemy in Singapore.

The relationship between silver and the Dow Index is such that significant Dow Index peaks are often followed by significant silver rallies. It is for this reason that silver can provide a great opportunity to bank Dow profits and even grow them much bigger.

Although the broad averages have risen sharply in each of the last three sessions, none of these short-squeeze lollapaloozas has recouped the even bigger losses sustained earlier in the day. Do we detect a pattern here? The biztainment media seem to wax enthusiastic...

Europe is frequently held up as an example of how the rest of the world should behave on a variety of issues. But this comparison misses at least two things: First, “Europe” is actually a lot of different countries in a lot of different situations. Second, much of...

Index futures are getting pummeled for the second straight night, supposedly because of heightened tariff fears. How is it that these fears lay dormant throughout Monday’s boring session, only to resurface like Kilauea lava during off-hours trading? As a former...

Oil prices are up over the past year, which is bad if you’re, say, a developing country that imports a lot of the stuff. But the US dollar (aka the petrodollar) is also up, which compounds the problem because oil is priced in dollars. So Brazil, for instance, finds...

The second week of June was fairly uneventful as the market did its typical stallfest/shakefest fluctuations against a major level of 2800 from the March high region.  Essentially, the market reached a high of 2794.25 intraday on Monday (Jun 11) on the Emini S&P...

We have been writing about capital destruction. This week let’s look at an event which is currently making news. Social Security will begin tapping into its trust fund this year. This happens, as the Social Security Board of Trustees states antiseptically, “four...

In light of the developing trade war between the US and China, let’s review the all-important Semiconductor sector and in particular, the Semi Equipment segment, which is a key economic early bird (and canary in a coal mine).

In articles starting in April I discussed the bullish impulse we had seen off the April lows for nearly every coin I track. And, I discussed how the lows on May 28 were testing levels that, if broken, threatened the continuation of that impulse.

Our equity/bond model - This long-term reliable investing model provides investors with simple decision making in the markets: When the model favors stocks, investors should overweigh in equities for maximum growth. When the model favors bonds, investors should ...

Here are today's videos and charts.