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 [ … ]
Tag: market
2009 INVESTMENT PREDICTIONS
2008 Investment Predictions The following are my investment predictions from 2008 (posted December 28th 2007). The 2009 predictions are found at the bottom of the page. 1. We are entering [ … ]
THE VEGAS BUILDING BUBBLE
Nothing was more emblematic of the housing bubble than Vegas. Incredibly, the commercial real estate market in Vegas appears even more frothy than residential. You have to see it with [ … ]
WILL THE FED’S INTERVENTION WORK?
The Fed has implemented an alphabet soup of market interventions (TALF, TARP, CPFF, TAF, etc) in the last few months. Many of these programs are exploratory and the results are [ … ]
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 [ … ]
THE INFLATION INFLECTION POINT?
The recent moves in the currency and commodity markets are indicating that we could potentially be at an inflection point in terms of the deflation/inflation debate. Gold and oil have [ … ]
DIMON:”DECEMBER WORSE THAN NOVEMBER”
It’s hard to imagine that things are getting much worse, but they certainly are. According to Jamie Dimon, CEO of JP Morgan the month of December is looking even worse [ … ]
THE OBAMA RALLY
Obama announced his Treasury Secretary on Friday and the market soared. This removed a certain level of uncertainty in the market and I believe the market is looking forward to [ … ]
IS THE MARKET DUE FOR A RALLY?
The stock market is unbelievably oversold. According to Bespoke research the market has never been this far below its 200 day moving average. Fear gauges are soaring and full on [ … ]