The Outlook for 2012 and review of 2011 forecast and investment performance are posted on the main website that accompanies this blog. See the tab headings on the left of the main index page for: 2012 Market Outlook Today’s markets…Continue Reading →
I have mentioned before that I do not follow many individual stocks and insteaqd try to focus on the macro theme. With that said I do watch Apple as one of the six stocks with a telling story. The other…Continue Reading →
Yesterday we sold out half of our stock positions. Based on some of our forecasts the level of 1292 on the S&P is a possible top for the year. The market seems too quiet for this to be true but…Continue Reading →
Going into a new year you never know which way the crowds will push, will they start bearish or will they start bullish. It should be obvious to all by now that the 2012 crowd is pushing for a repeat of…Continue Reading →
Maybe its the upcoming New Hampshire Primary or maybe it is the ironic upbeat employment numbers but things are quiet this morning. We remain long stocks and short gold for a number of reasons and one is that earnings announcements…Continue Reading →
On the eve of the widely anticipated good employment numbers and before we complete a full 2012 Outlook a few things jump out to me as to big factors in 2012. 1) U.S. Economy will continue a modest recovery. 2)…Continue Reading →
While we wait for the employment numbers this week why not look at some other views of the markets and politics: Byron Wien http://finance.fortune.cnn.com/2012/01/04/byron-wiens-surprises-of-2012/?section=magazines_fortune Doug Kass http://articles.businessinsider.com/2011-12-29/markets/30567351_1_stock-market-financial-stocks-soft-landing NYT: http://www.nytimes.com/2011/12/31/business/daily-stock-market-activity.html http://www.nytimes.com/2011/12/31/business/three-experts-prognosticate-on-2012.html http://www.nytimes.com/2011/12/31/business/economy/the-year-the-governments-lost-their-credibility-off-the-charts.html http://www.nytimes.com/2012/01/01/business/from-6-economists-6-ways-to-face-2012-economic-view.html
I rarely put much weight on analyzing individual stocks but I do have six stocks that I look at maybe once a day just because they tell a story. Yesterday’s action for them was not particularly bullish. Here are…Continue Reading →
A new year and we are starting out with all asset prices pointing higher, stocks, oil, gold, etc. Why not, 2011 was not a fun year for many Wall Street investors and the January effect needs at least to be…Continue Reading →