Business

Authored by Vitality Katsenelson via RealInvestmentAdvice.com,

We are having a hard time finding high-quality companies at attractive valuations.

In September of 2015, not long after Sweden followed the SNB and ECB in going "full NIRP", we warned that "Sweden Goes Full Krugman, Gets Massive Housing Bubble", in which we first showed the unprecedented surge in Swedish home prices, which have been the one asset class to "benefit" the most from the Riksbank's ultra loose monetary policy hoping to stimulate inflation, even as broader economic inflation failed to materialize.

Authored by Alberto Gallo via Bloomberg.com,

A number of markets show not only elevated valuations, but also irrational investor behavior...

Investors face a conundrum: The world is experiencing a record synchronous growth phase, but an increasing number of assets are becoming overvalued just as fundamental risks lurk in the background. Should investors continue to dance to the tune of central bank stimulus and low volatility, or prepare to exit?

By Kevin Muir via The Macro Tourist blog,

Think back six months. Do you remember all the warnings from the legendary hedge fund managers about the impending stock market doom?

Authored by Robert Rapier via OilPrice.com,

OPEC recently released its Monthly Oil Market Report which covers the global oil supply and demand picture through July.

OPEC crude oil production decreased by 79,000 BPD in August to average 32.8 million BPD. This marks the first OPEC production decline since April and was primarily driven by sizable outages in Libya.