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This Will End In A Deflationary Depression | Michael Pento
July ended up being a painful month.It was the Nasdaq's worst July in 22 yearsBonds experienced their biggest July yield-spike since 2005And oil's saw its biggest July price increase in over 30 yearsWhat's driving all this?Is this just a mi
Longtime Deflationist Now Fears Inflation More | Lacy Hunt
For years, Lacy Hunt, one of the greatest living economists, has feared deflation would pull the economy into a prolonged morass of stagnation. But now, the forces in play have shifted tectonically.A new secular era has begun. One of rising
As Tech Trade Falters, Value Stocks Are Breaking Out | David Hay
There are a multiplying number of reasons to worry that the dominant A.I. trade driving markets looks increasingly vulnerable.But the solution isn't retreating to a bunker says veteran investor David Hay, former CIO of Evergreen Gavekal.Dav
Cracks Starting To Show In The Market? | Lance Roberts
GET YOURSELF SOME LMNT, INCLUDING YOUR FREE 8-COUNT SAMPLE PACK at https://drinklmnt.com/ThoughtfulMoneyAre cracks starting to show in the market?The S&P has gone nowhere for two months now, and a momentum sell signal has just triggered.It
Rick Rule: Oil Is Going Higher In Coming Years, Making Oil Stocks CHEAP Right Now
BUY THE REPLAY OF RICK'S RECENT CONFERENCE at https://www.thoughtfulmoney.com/rulesymposiumOil stocks are CHEAP right now.So says natural resource investor Rick Rule, because he sees the price of oil marching higher as we approach 2030.Forg
What Bonds, Oil & Gold Are Telling Us | Michael Lebowitz
What are bonds telling us right now about investor confidence & expected inflation?What is oil telling us about the prospects to an end to the Iran-US war?And what are gold prices telling us now that they may have found a bottom?Portfolio m
SPECIAL REPORT: Re-Escalation Of War With Iran Spinning Out Of Control? | Ryan Bohl
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comIs the re-escalation of the US-Iran war threatening to spin out of control?In this Special R
Next Big Downdraft For Housing Market To Start Soon | Melody Wright
Housing analyst Melody Wright expects home prices to start notably softening later this year.Why?Because a wave of distressed sellers looks very likely to hit the housing market by then.So far, sellers have largely tried to resist lowering
Market Correction Risk Rising As Midterm Madness Approaches | Lance Roberts
While there a no immediate signs of danger, portfolio manager Lance Roberts warns that if the softening semiconductor sector keeps falling from here, trouble will likely start. He thinks it more likely than not that stocks will experience a
A Market Reversal Is Inevitable | Chance Finucane, Oxbow Advisors
A market reversal is inevitable at this point.So cautions high net worth money manager Chance Finucane of Oxbow Advisors. He explains why in today's video, as well as how he and the team at Oxbow are positioning client capital right now. SC
What's More Likely: A Rally Or Rout From Here? | New Harbor Financial
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comThe team at New Harbor Financial returns for their monthly summary, offering their updated o
Get Ready For A.I.-Mageddon | Fred Hickey
AI-linked stocks account for a record 45% of the S&P 500's total market capitalization and drive nearly all of the gains it's had for the year so far.Note that's the S&P, the general market.These companies make up an even higher percentage
The Equity Markets Are Insane Right Now | Jan van Eck
When market uncertainty is as high as it is now, I often emphasize that the most useful people to interview are asset managers.Because they don't have the luxury of merely having an opinion on the road ahead -- they have to commit capital t
Growing Risk Of Semiconductors Rolling Over & Dragging The Market Down With Them | Lance Roberts
The white-hot semiconductor sector has rocketed to 18% of the market capitalization of the S&P 500 index. And while this trade has propelled the S&P higher, it's starting to show signs that it may be sputtering out. A head & shoulders forma
"Crash Pricing" Setting In As Distressed Home Sellers Capitulate | Nick Gerli, Reventure
After years of refusing to lower prices, more and more home sellers are starting to throw in the towel, says housing analyst Nick Gerli of Reventure Consulting.And as more distressed inventory hits the market, we're starting to see "crash p
SpaceX To Rocket Market Higher, Or Will Gravity Win Out? | Eric Jackson
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comHedge fund manager & activist investor Eric Jackson makes his living betting big on "story"
Fourth Turning To Turn The Dollar Into A Wrecking Ball? | George Gammon
After bottoming early this year, the US dollar has been on a tear.That has created a lot of pain for many countries around the world, as many imports priced in dollars have risen in response to the Iran war oil shock AND the increase in the
Earnings Expectations Courting Disaster? | Lance Roberts
Happy 250th birthday, America!On this special edition Market Recap, portfolio manager Lance Roberts shares his concern about forward earnings estimates.They've been rising so far, so fast, that there's a real risk now that reality won't be
Longtime Bull Sees "High" Risk Of Market Correction Soon | Darius Dale
Darius Dale notes that the risk of a 1998-style correction in the next quarter or two is "high".If you remember, that's when the Russian debt default plunged the S&P by -15% between July and October, and Long Term Capital Management implode
Things To Fall Apart After The Mid-Terms? | Stephanie Pomboy
Stephanie Pomboy of MacroMavens returned for her latest monthly update.She sees mounting stresses in consumer households, private credit and oil markets.So, exactly WHEN does she think these will actually matter to markets?Her current expec
Top Of The K-Shaped Economy Starting To Crack? | Danielle DiMartino Booth
The continued challenging cost of living is still at the forefront of most Americans minds, but the stock market -- trading near record highs -- appears it couldn't care less.And the economy continues to chug along nicely, currently forecas
There's Going To Be One Hell Of A Hangover When The Market Party Ends | Louis Gave
International investor Louis Gave returns to share where he sees risk & opportunity in the markets right now. As for risk: he sees a LOT of it.The market is drunk on speculation. And when the party ends, there's going to be one hell of a ha
Record Margin Debt: "The Blow-up Is Going To Be Spectacular" | Lance Roberts
Markets are super-saturated in speculation. An important sign of this is that margin debt is at all time highs, and being used to purchase leveraged derivatives. "This will end in tears" warns portfolio manager Lance Roberts. We discuss the
The Market Is Dangerously Expensive Now | Kevin Muir
Kevin Muir, publisher of the popular 'The Macro Tourist' newsletter, sees far too many investors underestimating market risk today.Everywhere he looks the market is expensive.But Wall Street can't get enough.Kevin shares why he strongly adv
Where Is The Bottom For Gold & Silver? | Andy Schectman
TO TAKE ADVANTAGE OF ANDY'S JUNK SILVER OFFER go to https://thoughtfulmoney.com/buygoldThe precious metals are still struggling to find secure footing in the wake of their sell-off from record highs earlier this year.How low will gold & sil
Did The AI Bubble Just "Jump The Shark" With The SpaceX IPO? | Chris Irons, Quoth The Raven
AI-driven speculation in the stock market went into overdrive last week with the launch of the SpaceX IPO.And that may be very dangerous, warns Quoth The Raven's Chris Irons.In fact, he thinks it may have the definitive "jump the shark" mom
Rick Rule: These Commodities Are Mind-Bogglingly Underpriced
REGISTER FOR RICK'S UPCOMING SYMPOSIUM at https://thoughtfulmoney.com/rulesymposiumA number of commodities & commodity producers are trading at extreme bargains right now assesses natural resource investor Rick Rule.Not only for the long-te
A Sell-Off In Tech Is The Biggest Near-Term Risk To Markets Right Now | Lance Roberts
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comThe peace deal announcement rescued markets last week, but Tech (especially semis) still rem
SPECIAL REPORT: Kevin Warsh Announces New Hawkish Era At The Fed | Axel Merk
Yesterday, Kevin Warsh made his inaugural debut as the new Chairman of the Federal Reserve.Along with revealing that the FOMC is keeping the policy rate unchanged for now, he announced a number of changes at the Fed now that he's "the new s
"I'm A Buyer Of Oil Here" | Jeff Currie
WANT TO INVEST IN COMMODITIES? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comIt has been three months after the outbreak of the US/Iran war, and the world is still
