[8 Feb 2010 by TPC| 4 Comments | ]
LUMBER FUTURES SURGE BEFORE HOUSING’S LAST GASP

Lumber futures have surged nearly 60% since the beginning of October despite mixed signals in recent housing data (read Mike Farrell’s must read housing comments here).  Random Lengths recently reported …

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[8 Feb 2010 by TPC| 3 Comments | ]
EVENING READING

Is there a housing bubble in Canada? -  WSJ

What happens if China’s bubble pops? -  CNN

Why aren’t corporate bonds pricing in the risk? -  FT

Is the stock market priced for …

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[8 Feb 2010 by TPC| 5 Comments | ]
MARC FABER: THIS IS “ZERO HOUR” FOR THE UNITED STATES

No one has had his finger on the pulse of the macro and micro market outlook quite like Marc Faber has in recent years.  In this interview with Bloomberg today, …

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[8 Feb 2010 by TPC| 0 Comments | ]
MARKET WRAP – STOCKS BATTERED

Friday’s reversal proved to be nothing more than a short-lived reprieve from the market downtrend.   Stocks were battered again on Monday as the S&P closed on the lows and lost …

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[8 Feb 2010 by TPC| 5 Comments | ]
MARKETS RARELY BOTTOM ON A FRIDAY

Jeff Saut at Raymond James, entered the year very cautious and continues to think we are in the middle range of a selling stampede. In addition he points to the …

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[8 Feb 2010 by TPC| 4 Comments | ]
UPGRADE MONDAY FAILS TO BOOST STOCKS

Upgrade Monday isn’t having its usual impact on the market.  As has been the trend of late, analysts were very busy over the weekend updating their models and trying to …

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[8 Feb 2010 by TPC| 0 Comments | ]
HOW TO INVEST IN A STRONG DOLLAR ENVIRONMENT

With uncertainty returning to markets and the problems of debt continuing to trouble investors, the dollar remains the primary beneficiary.  Of course, a strong dollar creates numerous problems for various …

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[8 Feb 2010 by TPC| 0 Comments | ]
G7 MINISTERS FAIL TO INSPIRE THE EURO

Today’s FX View from IB:
The dollar and yen both continue to benefit from ongoing uncertainty over the perceived dangers to the growth outlook within the Eurozone. A weekend meeting of …

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[8 Feb 2010 by TPC| 0 Comments | ]
INSIDER BUYING & SELLING REMAINS BEARISH

After a brief respite last week, insider buying and selling trends returned to their regularly scheduled bearishness.  The recent market dip has not attracted many buyers to the market as …

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[7 Feb 2010 by TPC| 0 Comments | ]
WHAT’S ON TAP?

Things slow down a bit this week as earnings season comes to an end.  There are only a few market moving earnings reports and the economic slate is relatively empty.  …

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[7 Feb 2010 by TPC| 0 Comments | ]
THE POTENTIAL FOR DEBT CONTAGION IN EUROPE

Harvard University Professor Niall Ferguson talks with Bloomberg’s Lori Rothman about Greece’s fiscal problems and the risk of debt contagion spreading through the euro-zone and to the U.S.

Source: Bloomberg

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[7 Feb 2010 by TPC| 1 Comment | ]
THE TUG-OF-WAR BETWEEN PRUDENCE AND IMPRUDENCE

The following comes to us courtesy of Annaly Capital Management.  If you haven’t read Mike Farrell’s recent comments I highly recommend taking a look.  Farrell is an expert in the …

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[7 Feb 2010 by TPC| 0 Comments | ]
GLOBAL DISEQUILIBRIA – DONT EXPECT LASTING STABILITY

Great thoughts here from Boeckh Investments:

Source: Boeckh