Search completed
Since it feels like we may be at a major turning point in the markets, I thought it’d be useful to review our current outlook with regards to the various key markets. As always, please take these musings with a grain of salt – I’m just an armchair trader and blogger, after all! The Dollar […]
Bernanke – man of the year. Did he earn it? Or pushing on a string? Markets Strong Out of the Gates…But How Much Conviction is Left? The broader indices continued to climb higher in the first week of trading in 2010. But how much buying power is behind these moves? Moves straight up usually don’t […]
With the markets at a potential inflection point (an inflection point down, in my humble opinion), I thought it’d be fun and instructive to revisit a topic we’ve noodled on a bit lately. Does News Actually Drive the Financial Markets? It’s common knowledge that increasing earnings drive stock prices – with the only caveat being […]
On Friday I was having a discussion with my friend about inflation, speculating about what may happen to stock prices if inflation were to take hold. Both of us are big fans of Marc Faber, so we were discussing the scenario that Faber has been predicting – that if cash is about to become trash […]
Gold Featured on…Saturday Night Live!? The latest sign that the gold market may be a little overheated right now…Saturday Night Live’s Weekend Update featured investment analysis from Scrooge McDuck! http://www.nbc.com/saturday-night-live/video/clips/update-scrooge-mcduck/1165594/ Shout out and thanks to my good buddy Super Joe for sending this one along! New Reports of the Dollar’s Demise: Greatly Exaggerated? From London’s […]
These days, diversification is pointless. You only need one position in your portfolio – because all the markets are trading together. To illustrate this point, check out this chart of the S&P 500 vs. the Dollar Index since Spring 2008: The dollar and S&P – mirror images of one another (click to enlarge). (Source: Google […]
It’s pretty tough to find investors who are bullish on the US dollar these days. Judging from our dollar sentiment survey results last week, it seems like most dollar bulls probably read this blog! When I consider: Not a day goes by without an investment newsletter popping into my email Inbox that highlights the dollar’s […]
Recent Comments