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Jim Rogers was a guest on CNBC a couple of days back. He believes – get this – that inflation is here already, and going to get worse. “I don’t know where you people shop!” he deadpans. Here’s the link to the video interview (runs about 9 minutes). Joking aside, his expectation that wage inflation […]
Excellent commentary from John Hussman (as usual) in his most recent weekly piece. On expected returns based on dividend yields (yes, THAT barbaric measure of value): Our estimates for S&P 500 total returns remain below 5% at every horizon shorter than a decade. One can argue that 5% is “attractive” relative to less than 3% […]
We’ve sure seen a lot of QE2 talk hashed around – including some hilarious cartoon spoof videos. But here’s a unique take from Andy Kessler on Bernanke’s real motivations for QE2, courtesy of the WSJ: I have a different explanation for the Fed’s latest easing program: Without another $600 billion floating through the economy, Mr. […]
Robert Prechter Explains The Fed, Part I The world’s foremost Elliott wave expert goes “behind the scenes” on the Federal Reserve By Elliott Wave International The ongoing financial crisis has made the central bank’s decisions — interest rates, quantitative easing (QE2), monetary stimulus, etc. — a permanent fixture on six-o’clock news. Yet many of us […]
Here’s the latest outlook from Harry Dent, where he shares the effect he anticipates QE2 will have on the markets: Dent revises his previous forecast in light of QE2, and says he believes the markets will ultimately make one more high (albeit after a shorter term correction). I interviewed Dent back in September, and found […]
Marc Faber was a guest on Bloomberg last week – October 26 to be precise. He gave his outlook for stocks, QE2, and how the upcoming elections will weigh on the markets: Some quick takeaways: The market has gone from a pessimistic low of almost 1000 to nearly 1200 – and he believes a lot […]
Here’s a recent excerpt from Richard Russell’s Dow Theory Letters (courtesy of Financial Sense): The gold bull market will not end with a fizzle and a whimper. It will end with intense speculation and widespread interest from the funds and the public. We haven’t seen that kind of activity yet, but I’m convinced that a […]
On Friday I had the good fortune to interview Andy Kessler, of Silicon Valley and Wall Street fame, about his latest book, Grumby. Andy is one of the sharpest minds around with regards to the intersection of technology and finance. He’s an electrical engineer by training, and after starting his career at Bell Labs, he […]
Robert Prechter likes to make his media appearances when he senses a potential market turn is at hand. Recently, he joined the hosts at Yahoo Tech Ticker to talk about indicators that may be flashing some big warning signs for the stock market. Of course since this interview, the market has gone only up – […]
Because Mr. Bernanke and Mr. Obama are money printers! Faber also likes Asia in the medium to long term for his stock holdings. And he hates cash. He believes longer term, Americans should have at least 50% of their cash in emerging economies, because their higher growth rates offer greater opportunities for returns. I like […]
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