Yesterday was what I like to refer to as a “shot across the bow” type of day. A warning shot, if you will…. The market has become very complacent despite [ … ]
Tag: Earnings
MAULDIN ON 2009
John Mauldin has an excellent new report out regarding 2009. If you don’t follow him he’s a must read. His website can be found at www.2000wave.com As I have in [ … ]
A GOOD DAY, BUT IS IT GOOD?
I’ve been expecting a good start to the New Year, but the 6% move in the last 4 days is a bit too much too fast. The news overall is [ … ]
IS THE BAD NEWS “PRICED IN”?
If you watch CNBC, Bloomberg or Fox Business and read any of the hundreds of financial publications printed every day you’ve likely heard an onslaught of investors who say “the [ … ]
CHINA PMI AND RETAIL SALES
There is no denying a global slow-down now. China’s PMI slowed to 38 today. This was the lowest level since 2005. In my opinion, this is just another alarming datapoint. [ … ]
IS THE MARKET “CHEAP”?
There are many mice out there who are viewing this value trap as a great big tasty piece of cheese with no surrounding trap. Stocks are not even close to [ … ]
IT’S ALL ABOUT EARNINGS
As we often say, corporate earnings are the key to future stock market growth. The housing picture is simply the largest element impacting current and future earnings. Over the last [ … ]
THE CRISIS IS EVOLVING
The credit crisis is evolving. And in my opinion it is evolving into its riskiest phase since it began. There is a large contingent of investors who are convinced that [ … ]