While the airwaves and market letters are full of pronouncements this morning, a few things need to be kept in mind. One is that leveraging takes a long time, I heard an economist recently say it takes 10 years, which would…Continue Reading →
Yesterday I mentioned that the highs are in for the year. I don’t think we are headed for a major Bear Market now, that will come after the election if the populace votes for it. In the meantime, we are…Continue Reading →
Apple is a great marketing success. However, I believe it faces some big headwinds even in China as we are now entering a period where the consumer is backing away from discretionary purchases. While Apple is not part of the consumer discretionary stock sector that…Continue Reading →
My take on the 2012 markets is unchanged from the beginning of the year. I don’t expect a bear market or a bull market this year, those kind of things are waiting for the election results. In the meantime the…Continue Reading →
Today’s employment report is a game changer. The move since the first of the year, partly led by the FED and Bernanke, has been a lower dollar and lower interest rates. Now interest rates are turning up and the dollar is…Continue Reading →
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 →
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 →
The easy answer, it depends what the basis of your life is…is it wealth or is it something more. Wealth in terms of inflated assets is about to take a hit and the two most vulnerable sectors are precious metals…Continue Reading →
It will not be because he is my choice or the best one in the race, either for Republicans or the big one. It is because he is the most verbal, the most outrageous, and smart. He will be a…Continue Reading →
Our theme since this summer has been: the number one factor to build your strategy around is world wide austerity. Simply it means that gold and commodities are not where you want to be. Stocks will tread sideways and follow…Continue Reading →