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Controlling The Curve
Article By: John Mauldin
Saturday, February 6, 2021 12:00 PM EST
Treasury issuance is going to grow in the 2020's. We are already at a $2 trillion deficit without any pandemic relief or infrastructure spending. Who will buy that debt? How high will long-term yields need to go to draw out enough buyers?
In this article: TLT
Where Energy Modeling Goes Wrong
Article By: Gail Tverberg
Thursday, February 4, 2021 10:31 AM EST
There are a huge number of people doing energy modeling. In my opinion, nearly all of them are going astray in their modeling because they don’t understand how the economy really operates.
In this article: OIL, UCO, UNG, USO
How The Eurozone Affects Gold, And Why You Should Care
Article By: Przemyslaw Radomski, CFA
Wednesday, January 27, 2021 11:06 AM EST
In our globalized economy, currency pairs have a negative correlation with gold, so how does the current EUR/USD situation impact the yellow metal?
In this article: GDX, GLD, SLV, UUP, FXE, IEF
A Different Kind Of Bubble
Article By: S&P Dow Jones Indices
Tuesday, January 26, 2021 3:30 PM EST
Information Technology was the top-performing sector in 2020, up 44%, while Momentum (up 28%) was the second best-performing factor.
In this article: XLK, SPX, VIX
Two Centuries Of National Debt In One Year: Putting 2020 In Perspective
Article By: Daniel Amerman, CFA
Saturday, January 16, 2021 9:25 PM EST
The U.S. national debt reached $27.7 trillion by the end of 2020. There was an unprecedented degree of government borrowing to try to limit the damage from the economic shutdowns and the overall COVID pandemic.
Bitcoin Vs. Altcoins: A Lopsided Battle
Article By: Adam Sharp
Friday, January 15, 2021 8:03 PM EST
Most people still don’t realize just how far ahead bitcoin is in this race. Bitcoin was built to serve as an alternative financial system.
In this article: BITCOMP
Fifty To Zero In 283 Days
Article By: Bespoke Investment Group
Saturday, January 2, 2021 8:45 PM EST
The fact that stocks and bonds have essentially seen identical returns this year isn’t typical. 
In this article: SPX Also: TLT
Record Gold Prices In 2021
Article By: Peter Krauth
Wednesday, December 16, 2020 1:10 PM EST
Gold is winding up to set new all-time high record prices next year.
In this article: GLD, IEF
How OPEC Sees The Oil Market In 2021
Article By: Robert Rapier
Tuesday, December 15, 2020 4:57 AM EST
Earlier this month the Organization of the Petroleum Exporting Countries (OPEC), in conjunction with some Russia-led oil producers, agreed to increase oil output by 500,000 barrels per day (BPD) in January.
In this article: OIL
Why Money Matters
Article By: Scott Sumner
Sunday, November 29, 2020 6:33 PM EST
Money is neutral in the long run; just as changing a country’s measuring stick from feet to meters doesn’t change the actual length of objects. Some folks who are sympathetic to MMT seem unfamiliar with the standard view of why money matters.
To Vaccine Or Not - Time To Pick A Side (For Your Portfolio)
Article By: Upfina
Saturday, November 28, 2020 8:33 PM EST
You need to make a bet on the vaccines either working or not working if you want to make a profit. Certain companies and macro bets are more sensitive than others.
In this article: XHB, XBI, IBB
Turkeys From America's Farms To The World
Article By: Ironman
Wednesday, November 25, 2020 5:24 AM EST
The United States is the largest producer of farm-raised turkeys in the world. That's a statement that raises several questions: How many turkeys are raised on American farms?
3 ETFs To Ride A Wealth Wave In Renewables
Article By:
Saturday, October 10, 2020 1:53 PM EST
We want investments that can ride the big trend already in place — and that also stand to cash in if the Green New Deal becomes policy. So how can you play it? There are, in fact, three very liquid alternative energy ETFs you can buy.
In this article: ICLN, FAN, TAN
Checking On COVID-19 Economics Research: BPEA Fall 2020
Article By: Timothy Taylor
Thursday, October 1, 2020 1:30 AM EST
It would be a full-time job to keep up with the flow of economics research on aspects of COVID-19.
The Fed’s Bazooka Is Broken – Will Direct Lending Be Next?
Article By: Michael Lebowitz
Wednesday, September 30, 2020 8:22 AM EST
If the Fed manages monetary policy with the same tools of the last decade, inflation is not likely to rise meaningfully.  The Fed understands the trap its monetary policy leaves them in.
Top 3 U.S. REITs For The Rest Of 2020 And Beyond
Article By: The Dividend Guy
Wednesday, September 30, 2020 7:37 AM EST
The tax structure behind REITs is designed for the business to distribute the largest part of their profit to shareholders (unit holders). For many, Real Estate is the definition of stability in the investing world.
In this article: ESS, STAG, IIPR
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