Public Sector Pensions Could Doom Some Municipal Bonds (MUB)

magnifying-glass
From John Rubino: The Wall Street Journal recently highlighted a better method of analysing the impact of public sector pensions on state and local budgets.
NYSE:MUB July 23, 2018 6:27am

Gold And Silver Futures Action Turning Positive (GLD)

gold-silver
From John Rubino: After a brutal few weeks in precious metals, you'd expect trend-following speculators to be heading for the exits. And the most recent gold and silver futures action -- aka the commitment of traders (COT) report -- shows exactly that. Which is good news.
NYSE:GLD July 22, 2018 8:14am

U.S. Housing Bubble Begins Producing Motivated Sellers (XHB)

houses
From John Rubino: Housing bubbles proceed in fairly predictable stages. Stage One is long and (initially) slow, fueled by excess central bank money creation or foreign demand or some other source of liquidity that encourages large numbers of people to buy houses.
NYSE:XHB July 16, 2018 6:23am

How Rising Wages Could Lead To Lower Stock Prices (IVV)

money printing
From John Rubino: Today's Wall Street Journal contains a couple of charts that illustrate a relationship that's not getting much media attention these days: The fact that tightening labor markets are forcing companies to raise wages, in the process squeezing their own profit margins.
NYSE:IVV July 11, 2018 6:20am

Inside The Emerging Market Crisis (EEM)

emerging markets
From John Rubino: One of the things giving "data-driven" central banks wiggle room on their pledge to tighten monetary policy is the fact there are several definitions of inflation.
NYSE:EEM July 1, 2018 8:03am

Is China Part Of The Emerging Market Crisis? (EEM)

emergingmarkets600X300
From John Rubino: Being huge, consequential and technologically advanced, China isn't normally lumped into the "emerging" category with Brazil and Argentina. To most observers they've already left the kids table and are now seated with the developed-world adults.
NYSE:EEM June 27, 2018 6:32am

Will Bitcoin’s Most Recent Drop Be Good For Gold? (BTC)

bitcoin-gold
From John Rubino: After an artificial pause in 2017, U.S. government debt has resumed its inexorable climb.
CURRENCY:BTC June 25, 2018 6:06am

We’re Officially In An M&A Bubble

water-bubble-2-1183075-639x448
From John Rubino: As bubbles expand and hot money starts burning holes in corporate pockets, merger and acquisition deal terms begin to leave reality behind. Often one deal of such breathtaking size, scope and hubris is struck that -- in retrospect - it heralds the end of the era.
NYSE:IVV June 24, 2018 6:51am

Why Higher Oil Is Hurting Emerging Markets So Much (USO)

oil-derrick
From John Rubino: 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.
NYSE:USO June 18, 2018 6:04am

Subprime Auto Loans Are A Ticking Time Bomb (CARZ)

cars-lot
From John Rubino: The longer an expansion lasts, the crappier its paper becomes.
NASDAQ:CARZ June 11, 2018 6:13am

How The U.S. Dollar Is Hurting Emerging Markets Performance (EEM)

dollar-up
From John Rubino: For most of the past few years, emerging market stocks and bonds were among the favorite investments of everyone from hedge funds to pension funds to retirees.
NYSE:EEM June 4, 2018 6:13am

Emerging Markets Hampered By U.S. Dollar Rebound (EEM)

dollar-up
From John Rubino: The dollar collapse thesis - which ends with all fiat currencies achieving their intrinsic value of zero -- doesn't preclude some thrills and chills along the way, in which some currencies fall faster than others and wreak havoc on various parts of the global economy.
NYSE:EEM May 29, 2018 6:08am

With The Recent Oil Glut Gone, Crude’s Upside Is Big (USO)

oil-barrels
From John Rubino: Here's a new indicator for you: It seems that the difference between the price of oil here and abroad is a measure of tightness in the market, with a rising spread indicating higher prices in the future, with all the inflationary pressures that that implies.
NYSE:USO May 24, 2018 6:33am

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