Negative Equilibrium: The Sustainability of the Unsustainable
In its recent World Economic Outlook, the IMF questioned the sustainability of the current growth trajectory around the globe. This should not have been a surprise given the levels of unsustainable debts and liabilities around the world, as well as the fact that the...Weekly Market Update
Market Action Mild gains during the week got wiped out on Friday in U.S. markets. The Dow wiped out its gains from 2015 with Friday’s selloff as commentators threw out several possible reasons for the fall ranging from new Chinese margin rules to Greece to poor core...Weekly Market Update
Market Action U.S. markets offered some needed stability for investors this week. All sectors posted gains during the week while volatility cooled down as earnings season for Q1 was kicked off on Wednesday. Energy stocks led the way this week as rising crude prices...White Knights in a Festival of Fools: The Tale of a Dangerous Encounter
Around the globe fundamentals are being ignored. Unsustainable debt keeps rising, the equity markets of dysfunctional economic unions seem to “thrive”, unprecedented monetary measures are implemented and a Leviathan state is emerging where “white knights,” in the form...Weekly Market Update
Market Action U.S. equities started the week strong, recovering from losses last week and were able to withstand pullbacks in the following trading days to end the week positive. Earnings estimates for the first quarter have been revised down and are expected to show...Sign Up for Our Publications
