Corporate America is profoundly bankrupt. Not in a financial sense, of course; the Federal Reserve’s slow destruction of the U.S. dollar has boosted corporate profits most handsomely as the majority of their earnings and profits are obtained overse…
There will be no sustainable housing recovery until the shadow inventory is cleared out. As of April with the latest data close to 6.4 million loans are delinquent or in foreclosure. This is a massive number of homes. What is downright disturbing…
SPG Supplement: Is Farmland A Smart Hedge Against Inflation?
EXCERPT
This piece originally appeared in the Strategic Planning Group, as a Supplement exclusively for Members. It has been edited for content.
So recently, the New York Observer ran one o…
http://blogs.decisionpoint.com/chart_spotlight/2011/05/possible-market-
top.html
“Bottom Line: The S&P 500 has not yet given the fatal sign of breaking down through the rising trend line drawn from the August 2010 low, but there are internal indicator…
This commentary, posted on the SafeHaven website, lists 24 points about the economic “death spiral” that is upon us……… Here are two of ’em:
5. The “Death Spiral” is: Falling Stock Market, falling Bonds, falling US Dollar. Could it happen? Wel…
Market technical signs are always ambiguous to one degree or another. They’re a little more ambiguous now than usual, but the bottom line is that…
10 Some genius will work out that taxes will have to rise.
20 Higher taxes will hit economic productivity.
30 Lower economic activity will hit asset prices.
40 Lower asset prices will cause defaults on debt.
50 Higher defaults will reduce eco…
Many market watchers pay close attention to the Q Ratio. This piece, on the SeekingAlpha website, notes that the current Q Ratio level could mark a market top. Here are the first and last paragraphs of the piece, followed by the link…
The Q Ratio …
While anything is possible, it doesn’t seem reasonable that the current bull market is over. There has been a strong upward thrust, a substantial correction, and this week we made new bull market highs. A long-term rising trend line has been establishe…
http://blogs.decisionpoint.com/chart_spotlight/2010/12/sentiment-is-very-
bullish.html
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“While high levels of bullish sentiment among advisors, investors, and money managers usually occur at market tops, market tops do not always…