Issues

Four Ways to Fight Back as Rates Rip Higher
Mike Larson says, invest so you don’t let rising interest rates corrode your investment profits. …

“Bloody Wednesdays” are Back in Trump-Quake Wake!
As the U.S. Fed is forced to raise rates, and long-term bond yields rise, the bubble is going to pop. It will do so at the same time lending standards are tightening. …

Trump-Quake: Who Wins, Who Loses (& Which Investments to Avoid Like the Plague!)
President Donald Trump threatens to shake up markets all over the world. Here’s what you need to know. …

Big Trouble in Little Stocks: The Disturbing Message You Must Hear
There’s a potentially disturbing message coming from the markets. …

What to Buy, What to Sell as Construction, Real Estate Get Rocked
The deterioration in these sectors aren’t good news for the U.S. economy, and are already leading to layoffs. …

Get Mad About this Auto Malarkey! (Then Get Even)
Important lessons investors should take away from the auto loan malarkey … …

Predictions Paying Off as Real Estate, Auto Shares Slump; Here’s What to Look for Next …
Learn how Mike’s predictions are paying off. …

Is America’s Job Engine Running Out of Gas or Chugging Along? Here’s My Take …
Today, markets couldn't seem to figure out what to do with the jobs data, swinging up and down several times during the course of trading. …

What’s Eating Restaurant Stocks – and What Does That Mean to Your Wealth?
What’s up with the deterioration in restaurant stocks? Here’s my take … …

Emergency Update: Deutsche Bank Plunges as Funds Reportedly Start Yanking $$; Get Out of Financials
Several hedge funds lose faith in Deutsche Bank and pull out their money - which sends the bank's stock into a tail spin. …

Which Candidate is Winning? Here’s How to Tell What Markets Think
Who won last night's first presidential debate? To see what financial market players think, here's one indicator you can follow ... …

Deutsche Bank Bombs, Drags Markets Down
Problems at a mega-bank like DB can quickly spread throughout the financial system, and investors are obviously concerned. …

Four Key Questions That Need Answering Into Year-End
What investments can prosper in this tricky environment? That's one of four vital questions that Mike Larson answers as we head toward year-end. …

Will Fed Move Spark a “Revenge of the Nerds” in this Market?
Read more about Mike’s take on the latest Fed move. …

Bankers Take Center Stage as Policy Decisions Loom
The waiting is almost over. Soon investors will finally learn what the Federal Reserve and Bank of Japan think about the economic outlook ... …

Is “Lone Wolf” Terrorism Now the Biggest Security Threat?
Terrorism isn't going away - it's just one more thing we have to factor in to our daily lives, as investors and as citizens ... …

Greetings from Toronto! What I’m Telling Investors Here …
Here’s what I’m telling investors and subscribers at the MoneyShow in Toronto. …

Forget Alpha: Billionaires Deliver Bedlam Warnings Instead!
Billionaires deliver dire warnings about the markets and investing. …

Here’s My Playbook for These Increasingly Turbulent Times
Mike Larson shares his four-step financial plan for surviving today's roller-coaster markets. …

Crazy Correlations Cause Contagion Selling – Will it Persist?
Crazy correlations. That's what was behind Friday's contagion selling. So what's the best course of action? Here's my take ... …

Markets Crushed as “Everything” Sells Off – What to Do
Three new economic trends present pitfalls and opportunities. …

Where Has All the Volatility Gone?
Here’s what low volatility means to investors. …

G-20, Services Sector Disappoint as Key Policy Meetings Loom
Summer isn't officially over. But for Wall Street, it might as well be. …

Today’s Job Market Rallying Cry: “Bad, But Not Terrible!”
I prefer to look beyond the immediate market reaction to numbers such as jobs data and look at the underlying trends ... …

Are Banks Going to Have Trouble with the Curve?
Higher interest rates aren’t necessarily good for banks. …

Yield Curve, LIBOR Squeezes Getting Worse – Should Stocks Care?
The behind-the-scenes credit squeezes I've been highlighting recently are only getting worse ... …

Is September Fed Meeting Now “Live”?
It simply hasn't paid to bet aggressively on an aggressive Fed. Maybe this time it'll be different ... …

When Crowded Trades and Crazy Correlations Align, Look Out!
Market risks continue to mount from just about everywhere — here’s what to do. …

Biotech Bloodbath, with EpiPen at the Epicenter
Biotech firms saw their stocks plummet amid allegations of price gouging, especially by the makers of the EpiPen. …

The Consequences of Mispricing Insurance – for Stocks and Hurricanes
In the markets, you never know when the next storm is coming. But it sure looks like "insurers" are writing policies all over the place ... …

Could Teddy Roosevelt Teach Fed Policymakers a Thing or Two?
There's been a lot of "think piece"-style speeches and articles coming out in advance of this week's Fed gathering. Here's my take ... …

When Will Ridiculous Rate Distortions Come to an End?
We're in the midst of a gigantic "Everything Bubble" - and the sooner this madness ends, the better off we all will be in the long term. Here's what you should be doing ... …

Hidden Signs of Surging Credit Stress?
An inside look at the hidden dangers of credit stress that no one’s talking about. …

Great Debate Rages on Rates, Gold, Dollar, and More
It's the best of times or it's the worst of times, depending on whom you talk to. Mike Larson sorts out the dispute. …

Finding Opportunities in a Risky World
I'm still asked about specific stocks investors can make money on even in a more challenging environment. Here's what I find interesting, even in a risky world ... …

Major Averages Have the Best Day … Since Just Before the Dot-Com Crash!
Description: Stocks hit a record yesterday. So is it time to party like it's 1999? …

The Only Question That Matters: Is This a REAL Economic Rebound or Not?
Is this a real economic rebound ... or not? The answer will determine where virtually every asset on the planet heads next. …

The Lower Rates Get, the More We Save?
If you earn less on your savings, you have to save more to reach your financial goals. Common sense, right? Read on ... …

Why Aren’t We Getting More Infrastructure Spending with Borrowing Costs So Low?
Policymakers from both sides of the political spectrum keep saying we need to spend more on infrastructure. Here are the facts ... …

Another Big Surprise in Jobs – Will it Last?
Based on the recent jobs report, is the economy shifting back into higher gear? Here's my take ... …

“Sell Everything?” More Managers Say “Yes.”
We’re at the tail end of the biggest “Everything Bubble†in history. Here’s what to do … …

Do NOT Ignore This Crucial Lending News!
Some absolutely crucial lending news came out in the last 24 hours, and Mike Larson urges you NOT to ignore it. …

Lousy GDP + Lousy Construction = Trouble for the U.S. Economy?
Does lousy growth plus lousy construction spending equal trouble for the U.S. economy? Here's my take ... …

Bankrupting Pensions – One Basis Point at a Time
Central bankers say the benefits of low interest rates for the global economy outweigh the negative side effects. Is it so? …

Fed Stands Pat as Japan Tries to Prime the Pump
No rate hike from the Fed -- but is the door open for one later this year? …

It’s All About the Central Bankers Now
Investors are setting aside earnings reports and economics and focusing on one thing. Mike Larson takes a look. …

Could Markets ‘Jump’ in a Bad Way, Too?
Seemingly, all big-money investors are all overloaded with the same assets. What's that mean for you going forward? …

Should Investors Worry as Woes Mount in Sectors Like Chemicals, Industrials, and Aerospace?
Are America's "smokestack" industries in trouble? Should we be worried? …

Is “Crexit” the Next Crisis?
Where have easy-money policies gotten us? Mike Larson explains the next potential crisis. …

The Power of Perspective: My Post-Mortem on this Move
The broad markets had a powerful move out of their prior, multi-month trading range. What's next? …

What I’m Telling Investors Like You Right Now
We’re facing an unprecedented era of monetary policy chaos. Mike Larson shares his big-picture outlook … …

Wild Week Gets Wilder with Wacky Jobs Data
Isn't it pretty strange that we supposedly went from the worst job market in almost six years ... to the best job market in eight months? …

Echoes of Lehman Brothers in this Euro-Bank Crash?
The declines in large European banks in the past year are simply breathtaking. Here’s what Mike Larson recommends for investors … …

US Interest Rates “Too Low?” Remember – It’s All Relative
Interest rates continue to fall, making yield of any kind difficult to get. What can you do? Mike takes a look. …

Forget the Sideshow; Watch the Main Events: Bonds, Gold!
If you want to know where stocks are going, says Mike Larson, then keep your eyes on gold and bonds. …

11.7 Trillion Reasons Why the Yield Chase is Out of Control
Why is yield chasing so out-of-control these days? I’ll give you 11.7 trillion very good reasons … …

Can Markets Find More Than Temporary Relief? Here’s My Take …
Stocks rose today in a bit of a bounce-back after a couple of rough days. But is this rally sustainable? …

Wheels Come Off as European Banks, British Pound, Bond Yields Crash
What's behind this financial bloodbath? The Brexit vote is the immediate trigger, but there's much more. …

Brexit Blockbuster Shocks World Markets! Here’s What to Do …
The Brexit vote results swept like a hurricane through bonds, stocks, currencies and commodities from Tokyo to Frankfurt to London to New York. …

As More Companies Fess Up, the Cycle Turn Becomes Undeniable
Over and over, I’ve stressed a cautious, careful and defensive investment stance. Now, consider going on the offense … …

The Only Certainty is Uncertainty at the Fed
Janet Yellen used some variation of the word "uncertainty" 13 times at the press conference that followed last week's meeting. A sign of the times? …

Markets Catch a Brexit Break … Will It Last?
Markets worldwide surged as the U.K. "Remain" side gained in the opinion polls. Will it last? …

More Major “Signs” a Real Estate Cycle Turn Is Here
The signs of the times seem to be "For Rent," "For Lease," and "Space Available." And they all point to bad times ahead for commercial real estate. …

Want Proof the Credit Cycle Has Turned? Here It is …
I’ve repeatedly stressed a cautious, careful, and defensive investment stance since early last summer. And here’s the reasoning behind that caution … …

Forget the Zero Bound – Now It’s the ‘Zero Bund’
Why would anyone want to buy zero-rate or sub-zero-rate bonds? Mike Larson explains the Alice in Wonderland logic behind the trend. …

Terror Hits Home in Worst U.S. Mass Shooting on Record
The tragedy in Orlando will likely reinforce the resolve of whichever presidential candidate wins this fall to boost defense spending. …

Yield-Chasing Frenzy Breaks Out Worldwide! Causes, Consequences, and How to Profit
There's a real frenzy is in bonds and anything else that offers yield of any kind. …

Is the Dollar Done for This Cycle?
Will the dollar be the next major asset to fall into place – to confirm my recession forecast is on track? Here’s my take … …

This Market is Going Nuts! (Hint: It’s NOT Stocks)
Action in the capital markets sure looks incongruous with a strengthening U.S. economy. …

Fed’s Yellen Calls the Economic Glass Half Full – But Is It?
Fed Chairman Janet Yellen tried to put a happy face on the economy, but her Pollyanna act can't hold up against the data. …

Epic Jobs Disaster Puts My Recession Forecast Firmly in Play
We just got an epic disaster of a jobs report for the month of May. What's next? …

What are Autos, Real Estate, and Jobs Telling Us About Where the Economy is Headed?
Where the heck is the economy headed? Fortunately, we got some fresh data this week that may shed some light … …

Data Deluge: What’s It Saying About Growth?
What are the latest figures saying about economic growth? Mike Larson takes a look. …

It’s Not Just the Billionaires; Everyday Investors Are Yanking Money From Stocks, Too
Everyday investors, like the billionaires before them, are pulling money out of stocks. Should you? …

Is Retail Warning of Recession?
Is the U.S. heading for a recession? One sector is sending out a serious warning … …

Yet ANOTHER Billionaire Warns About Coming Chaos … Maybe There’s Something to This Trend?
Another billionaire just warned about coming market and economic chaos. What do all these big-money types know? …

Drowning in Debt, Corporate Edition
We hear a lot about how corporations are swimming in cash. But according to a new analysis from Standard & Poor's, they're drowning in even more debt! …

Shocking New Stats Show Why Auto Bubble is a Disaster in the Making
Just how much of a disaster in the making is the auto bubble? Check out these shocking new stats ... …

Just Like With the Seasons, No One Can Fight This Shift
When the credit and economic cycles turn, here’s what I suggest investors do (or don’t do) … …

Another Billionaire Bets on Stock Market Bedlam … Should You?
Another billionaire investor is betting against U.S. stocks, big time ... …

Add Stock Buyback Bubble to the List of Those Popping
It's time to add stock buybacks to the long list of bubbles beginning to pop. Here's why it matters in the broad market. …

Would Someone Please Tell the Bond Market How Awesome the Economy is?
Are we tumbling toward recession and deflation? Bond investors apparently think so. …

Retailers are Reeling – Here’s What It Means for the Economy (and REITs)
The pain in the retail sector is sending shares in many of those companies careening. And the troubles will likely branch out to another group of stocks … …

What Do the Billionaires Know that the Fed and YOU Don’t?
More experts are going short - should you worry? …

Using Credit Cycles to Put the Odds on Your Side
There are differences between gaming and investing. But that principle of "playing the odds" is important for both. …

Don’t Get Sucked in by the Cyclical Stock Fake Out
We’ve just seen one of the biggest “Fake Out†rallies in cyclicals I can remember. Here’s what to do … …

More Warning Signs on Jobs; Who Stands to Lose?
We'll continue to hear happy talk from Wall Street and Washington about how the economy is chugging right along. But what's the reality? …

This ‘Under the Radar’ Recession Warning is Flashing Red – Are You Prepared?
When banks tighten loan standards, or make loans costlier to get, it's like a lead anchor around the economy's neck, …

Dollar Slammed as Data Dives — Does a Major Collapse Loom?
The dollar continues to be battered by worrisome economic data. What's next? …

The Fatal Flaw of Easy Money
The massive orgy of commodity speculation in China is just the latest in a long line of examples of easy money-fueled bubbles and busts. …

Japan Throws in the Towel on Useless “Stimulus” as U.S. Growth Slows Sharply
The central bank that literally printed up hundreds of trillions of yen to buy everything from government bonds to stock market ETFs to REITs just threw in the towel. …

It’s High Time to Worry About the U.S. Economy
What do you think about the latest economic data? Here's my view on that and more ... …

The Next Big Real Estate “Turn” Is Here. Be Ready …
Everywhere there are signs that the real estate markets are ready to take a bad turn. Let me explain ... …

Forget the Hype Artists – This Auto Exec Says Business Stinks!
AutoNation CEO Mike Jackson tells it like it is - the car business is set to crash. Mike Larson explains what this means to you. …

My Thoughts on the Oil/Dollar Dance – and What Might Come Next
Of all the crazy market action in the 2007-2009 housing bust and Great Recession, here’s what stands out the most and how it compares to today … …

What Beverages, Bonds and Cheap Breakfast Say About This Market
An usual group of stocks are leading this market and the news that's driving them. Mike takes a look. …

Doha a Debacle, But Markets Shrug; What’s Next?
Oil ministers from 16 separate OPEC and non-OPEC nations got together - and did nothing. …

Credit Cycle Claims Its Latest Victim – The Tech ‘Unicorn’
Is a financial bubble upon us? See what Mike thinks. …

News Flash: The Credit Cycle Turn is NOT All About Oil
The energy market caught a break, but does that mean the world’s credit concerns are cured? …

IMF View of the Global Economy: Not a Pretty Picture
The IMF slashes its global economic outlook. What's it mean for you and your investments? …