Earnings Revisions and Guidance

Although we have seen some noteworthy earnings disappointments for Q2, this has been overshadowed by overall impressive results as well as upbeat estimates for Q3 and even Q4. In short, the US stock m...

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What Are Earnings Telling Us About the Future Direction of the Stock Market?

Since we first published The Implosion of the Commodities Bubble we have added more charts and content, so check it out! Click Here.     We have been warning about what we felt would...

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Stathis on Commodities, Gold and Treasury Yields

 July 2013 Intelligent Investor (Part 1) Opening Statement Originally Published on July 7, 2013   The correction in the commodities bubble continues, as overall global demand continues to...

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Stathis Discusses the Fate of Gold and the Global Economy

As we have been discussing for several months, the global economy continues to weaken. Although the establish economists have been forecasting a stronger second half for 2013, we have been warning our...

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Video Update on Market Forecast and Economics for Subscribers

We just published a brief update discussing how recent developments have altered our US and emerging markets forecast, along with trading guidance. This video presentation is available to subscriber...

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2013 Mid-Year Global Economic Analysis (Video Presentation)

You have probably heard what the clowns in the media have said about the economy.  Unfortunately, the media is littered with misguided salesmen like Peter Schiff, Mark Faber and other gold deale...

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April 2013 Intelligent Investor Part 1 Opening Statement

Recently I wrote an article discussing reasons for the retreat in gold pricing. As I have done countless times in the past, I pointed out the common myth held by gold bugs that gold protects against i...

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Opening Statement from March 2013 Global Economic Analysis

In this 11-page overview we discuss the health of the U.S. economy, including comparisons of its real credit rating with the rest of the world. We also discuss corporate earnings, what to expect from...

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VIDEO: Stathis Schools Peter Schiff in Economics

Hell, someone had to do it.

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The Federal Budget and Taxation

Originally published in the August 2012 Intelligent Investor, Part 2 As detailed in many issues of this publication for some time now (as well as in America’s Financial Apocalypse), the U.S. go...

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A Closer Look at the Wealth and Income Disparity

The large wealth and income inequality in the U.S. has continued to widen for nearly three decades. Over the past few years the disparity has become even larger. For instance, the top 1% of income ear...

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A Closer Look at Poverty

Although poverty rates have been high in the United States for over a decade, they have increased appreciably since the economic crisis. As first detailed in America's Financial Apocalypse and discuss...

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A Closer Look at the Federal Budget

Originally published in the September 2012 Intelligent Investor   Each year, Washington spends money to provide a variety of services. Ideally, Washington should only spend as much as it takes...

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Opening Statement from the January 2013 Intelligent Investor (Part 1)

Fiscal cliff negotiations turned out to be a disaster. As you will recall, the fiscal cliff referred to automatic expiration of numerous tax breaks and expenditures. It was meant to serve as an econom...

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Opening Statement from the January 2013 Intelligent Investor (Part 2)

As the Fed continues with quantitative easing, commodities continue to sell off as expected. This makes sense if we consider the primary force driving commodities right now is the global economic slow...

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