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Always Cheaper By Sea
Article By:
Simon Lack
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Sunday, April 2, 2023 9:49 PM EDT
It costs one cent to ship a can of beer 3,000 miles, approximately the narrowest distance across the north Atlantic Ocean. That statistic reminds how waterborne trade has always been the cheapest way of moving goods. Moving a sweater costs 2.5 cents.
Bank Failures And The Return Of MBS
Video By:
John Mauldin
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Friday, March 24, 2023 11:31 AM EDT
Mortgage-backed securities seem to pop up every time there is a bank failure.
Gold Monthly & Quarterly Close
Video By:
Jordan Roy-Byrne
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Thursday, March 23, 2023 6:45 AM EDT
Technical and macro outlook for the precious metals sector, with a key technical factor, to watch being what price gold closes this month and quarter.
Investing In Yourself
Article By:
Randy Watsek
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Wednesday, March 22, 2023 1:03 PM EDT
Regardless of outlook, short-term rates have become quite attractive from the perspective of savers and conservative investors.
4 New Books For Mid-March
Article By:
James Picerno
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Monday, March 20, 2023 4:00 AM EDT
Four new books discuss Poverty and the American Dream, and external efforts to harness and hijack our intellect.
They've Got It All Wrong
Video By:
Jeffrey P. Snider
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Monday, March 6, 2023 6:00 AM EDT
More reliable than the unemployment rate. Greater accuracy compared to payrolls. Forget Janet Yellen's bluster and misinterpreting all those Chinese PMIs. There's a much simpler, more fun way to judge than deal with macroeconomic risks.
The PoV Revolution - How Companies Are Boosting Profits By Raising Prices
Video By:
John Mauldin
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Friday, March 3, 2023 10:50 AM EDT
So long as companies can press prices higher with minimal impact on sales volume, the Fed will find it hard to bring down inflation.
What Stocks Are Trying To Tell Us About
Video By:
Jeffrey P. Snider
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Monday, February 27, 2023 6:45 AM EDT
Something big is happening in oil. A crucial physical commodity that actually does intersect with the real economy and it is totally blowing up the soft landing/no landing economy. Yet, the stock market is all over...rate hikes?
In this video: OIL
The World Is Out Of Balance
Video By:
John Mauldin
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Friday, February 24, 2023 10:52 AM EDT
The disruptive changes that were already rewiring the economy, geopolitics, and US culture accelerated over the past 3 years, and a predictable backlash began. But we are nowhere close to a “new normal.”
Full Year Economic Outlook
Video By:
Kevin Swanson
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Friday, February 24, 2023 4:08 AM EDT
As we hit our stride in 2023, the headlines continue to bombard us with news of an imminent recession, continued inflation, additional interest rate hikes, a cooling housing market, and reduced consumer spending.
4 New Books, New Insights For Investors
Article By:
James Picerno
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Sunday, February 19, 2023 6:11 PM EDT
Insights into credit cycles, vested interests, California capitalism, and the rebuilding of cyberspace.
ChatGPT And Strategies For Managing Risk In A Portfolio
Podcast By:
Casey T. Smith
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Monday, February 13, 2023 8:57 AM EDT
A discussion about ChatGPT and how AI could eventually be used in the financial services industry.
A Return To Normal
Video By:
John Mauldin
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Friday, February 3, 2023 10:51 AM EDT
A discussion about the markets returning to normal, the Fed's big mistake in 2020, and the prospect for interest rate cuts in 2023.