Charles Gave – We Are Already in a Bear Market
Charles Gave of Gavekal Research recently gave an interview as part of the Mauldin 2016 Strategic Research Conference. For those who do not yet follow Mr. Gave or Gavekal Research, […]
Sizing Up the Student Debt Bubble
Submitted by Taps Coogan on the 28th of May 2016 to The Sounding Line. It is common knowledge that the US housing bubble bursting was a key cause of the […]
Sam Zell: World Trade Numbers Sound Alarm
Legendary business magnate Sam Zell of Equity Group Investments, recently spoke with CNBC on the subject of markets and world trade. Mr. Zell expressed serious concerned about the disconnect between fundimental […]
US Capacity Utilization – Another Red Flag
Submitted by Taps Coogan on the 22nd of May 2016 to The Sounding LIne. One useful way to assess the health of the US economy is to analyze the percentage […]
Marc Faber – No Rate Hike in June, Bullish on Energy and Metals
CNBC spoke with Marc Faber, the editor of the Gloom, Boom & Doom report and Mr. Faber expressed his skepticism that the Federal Reserve would raise rates in June, noting that if the […]
Copper’s Price Decline – Supply or Demand?
Submitted by Taps Coogan on the 18th of May 2016 to The Sounding Line. Like nearly all industrial commodities, the price of copper has been declining since 2011. One of […]
Lacy Hunt – Overwhelming Evidence for Too Much of Wrong Debt
CNBC’s Rick Santelli Spoke with Lacy Hunt of Hoisington Investment Management. Mr. Hunt breaks down ratios between debt and growth in the US and how it has become a game of […]
US Oil – What the Rig Count is Telling Us
Submitted by Taps Coogan on the 14th of May 2015 to The Sounding Line. When oil prices started to decline in 2014, US oil producers held firm for over a […]
Chris Watling – The Real Problem is Overcapacity and Too Much Debt
Chris Watling of Longview Economics spoke with CNBC about global markets and central bank policies. Mr. Watling argues that the number one issue preventing more robust global economic growth is […]
Low Interest Rates and Inflation – Having Your Cake and Eating it Too
Submitted by Taps Coogan on the 5th of May 2016 to The Sounding Line. For many, the thought of inflation evokes the idea of a disadvantageous cycle of higher prices, […]