February 9, 2018 By Steve Blumenthal “We are replaying an age-old storyline of financial bubbles that has been played many times before…” “This market’s current temperament feels so much like either Japan in 1989 or the U.S. in 1999. And the events that have transpired so far this January make [...]Read More >

March 10, 2017 By Steve Blumenthal “There have been 13 Fed rate hike cycles in the post-WWII era and 10 landed the economy in recession. Soft landings are rare and when they have occurred, they have come in the third year of the expansion, not the eighth.” - David Rosenberg, Gluskin Sheff + [...]Read More >

July 29, 2016 By Steve Blumenthal “Last week, market conditions joined the same tiny handful of extremes that defined the 1929, 1972, 1987, 2000 and 2007 market peaks.” - John P. Hussman, Ph.D. (Source) At a recent investment conference, one of the panelists was an investment officer for the [...]Read More >

June 14, 2013 By Steve Blumenthal This week, I discuss five relevant thoughts: Dallas Fed President Richard Fisher on “The Grand Experiment in Modern Monetarism” El-Erian on “What the Markets are Telling Us” John Mauldin on Japan AQR’s Cliff Asness showing the forward return outlook of [...]Read More >