June 7, 2011 updated by request
What would the S&P 500 look like without the Tech Bubble? Perhaps something resembling Australia’s All Ordinaries Index. I’ve included the S&P 500 in the background to support the idea.
There are some who might…
June 6, 2011 new update
In my weekly updates of major worlds markets, one of the charts includes an overlay of the amazing bubble in the Shanghai Composite Index. In this commentary we’ll build an overlay of four major bubbles across market hist…
We have troubling economic headwinds that are being felt on the shoulders of many American families. Over a decade of stagnant wage growth is taking a toll on the psyche of many. Many large cities still have inflated home prices yet these bubbles …
The link also contains video of Dent’s predictions….
The first quarter comes to a close today with major averages at or near multi-year highs. Expect “substantial” further gains for stocks before a “major top” occurs in late summer, says noted for…
…The so-called recovery is not the fruit of sustainable underlying demand; it is merely the weed of rising inflation expectations. Let me explain…
Much of the recent improvement in economic statistics can be chalked up to inflationary expectat…
As far as I can tell at a first quick read-through, what kills their projection is that they were assuming (Dec. 2010) that gold would continue to go parabolic (up to $1500 – $1600) into the spring. Doesn’t look likely just now.
Log-Periodic Oscillati…
Grantham is not a commodity person, but he is quite smart, and consistently understates his most important points, so this perked my ears a little.
What “paradigm shift” is he noticing?
(you have to register to access.)
Pavlov’s Bulls Jeremy Granth…
This SeekingAlpha piece looks at how the “experts” are trying to get Mom and Pop back into the markets…an excerpt, then the link…
As noted here on a few occasions previously, while Congress considers whether to remove the central bank’s “ful…
Amazing that someone who isn’t a “Yes Man” managed to become a member of the elite Fed ‘Club’…..
KANSAS CITY, Mo. — All year, Thomas M. Hoenig has been saying no.
As the lone dissenter on the Federal Reserve committee that sets interes…
Excerpts:
the Fed has lost much of its capacity to inflate household net worth and spending. The robust inflationary biases – and fledgling Bubbles – are now in global markets and economies. The “Core to Periphery” financial flow dynamic has …
