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I do not always agree with 86-year old Richard Russell, author of the Dow Theory Letters, but there is no disputing that his commentary provides food for thought. Click through for his latest views on the stock market. [...] More on this topic (What's this?) If You Can Buy Clothes, You Can Buy Stocks (The Wild Investor, 8/28/11) Should You Sell in May and Go Away? (Capitalogix, 5/6/12) How To Survive A Crashing Stock Market (The Wild Investor, 8/5/11)
Marc Faber, the famed investor who is nicknamed “Dr. Doom”, is bullish on equities in relationship to treasuries, and gold which he sees as alternative currency. [...] More on this topic (What's this?) Top 5 Dollar Gold Coins (Learn Mining News, 5/27/11) The 5 Steps to Trading Facebook (Wealth Daily, 5/15/12) 5 Stocks On Sale (The DIV-Net, 8/11/11)
In the short term, I expect equities to not only bounce but also carry higher on an intermediate (two-three month) horizon. However, it is not yet possible to know whether the fat lady of the 30-month bull market has made her appearance. The nature of the rally, especially to what extent up-days are supported by solid volume, would, among others, provide a clue as to whether the cyclical bull is still alive and kicking. [...] More on this topic (What's this?) Message From The Yield Curve (Random Roger's Big Picture, 4/23/12) Negative yield curve – further easing ahead? (MarketsPost, 9/8/11) US Yield Curve Flattening To Prompt Fed Easing and $1800 Gold (Jutia Group, 8/5/11)
Traxis Partners’ Barton Biggs argues that the market plunge is driven by computerized-selling. For long-term investors, the market sell-offs could present an opportunity. However, he’s not currently buying, said Mr. Biggs. [...]
As mentioned previously, I have started posting quite regularly on Facebook and Twitter – anything from five to 15 messages a day. The items are always concerned with topical economic and financial market issues, web links and graphs, and rarely about useless personal stuff. The social media sites fill a [...] More on this topic (What's this?) How to Profit From the Facebook IPO Without Buying Facebook (Investment U, 5/15/12) A Few More Reasons to Avoid the Facebook (Nasdaq: FB) IPO (Investment U, 5/18/12) How To Trade The Facebook (FB) IPO (Green Stocks Central, 5/14/12)
From Joachim Fels and Manoj Pradhan of Morgan Stanley: “We are cutting our global GDP growth forecasts by a combined full percentage point in 2011-12, to 3.9% from 4.2% in 2011, and to 3.8% from 4.5% in 2012. We now see growth in the developed market (DM) economies averaging only 1.5% this year and next (down from 1.9% and 2.4% previously) – markedly more sluggish than the 20-year trend growth rate in DM of 2.3%, and more than a full percentage point below the 2.6% rate in 2010 when the world rebounded from the Great Recession. While we had been calling for a BBB recovery in DM all along, the path now looks even more bumpy, below-par and brittle than previously thought.” [...] | ||||||||||||||||||||||||||||||||||||||||||||||
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