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Monthly Archives: February 2020

Ochelli Effect Interview: TSLA & American Daydreams – Mike Swanson (02/07/2020)

On Tuesday I was live on The Ochelli Effect talking about TSLA and the stock market dichotomy with the US economy. One booms...

Broad Market Sector Rotation Starts In 60+ Days – Part I – Chris Vermeulen...

We have been writing about the strong potential for a deeper market rotation in the US and global markets for well over 60+ days.  In fact,...

Gold demand: this is the biggest story of the decade says the Perth Mint...

Central banks have turned from net sellers of gold into net buyers over the last ten years, and a lot of this has to...

When China’s Supply Chains Break, so Will the Delusion the U.S. Economy Is Invulnerable...

Was it ever plausible that China's economy could grind to a halt and there wouldn't be any consequences for the U.S. economy?...

Auto Sales Rebound in January – Robert Hughes (02/07/2020)

Sales of light vehicles totaled 16.8 million at an annual rate in January, up from a 16.6 million pace in December (see top chart). The pace...

South Korea’s Neo-Mercantilist Growth Engine Has Stalled – Mihai Macovei (02/07/2020)

Capital accumulation and productivity growth are the outcome of free market investment and not of government spending. This is well known to Austrian school...