Monthly Archives: April 2011

Robust earnings, slower economic growth, FED benign…what to do?

  Biker signal for “Slow Down” “WASHINGTON, April 28 (Reuters) – U.S. economic growth likely braked sharply in the first quarter as higher food and gasoline prices crimped consumer spending, but the setback will probably be fleeting given a firming … Continue reading

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Gold & metals frenzy to bubble; US$ & Housing

 SINGAPORE, April 21 (Reuters) – Golds decade-long bull run could continue in the next four years, though at a slower pace, with positive inflation risks partially cooled by a shift towards more normal economic conditions, analysts polled by Reuters said … Continue reading

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Is there a ‘hidden’ PC Party Agenda?

Is it just me?  The only agenda the Canadian ruling party seems to have is to win a majority.  Nothing wrong with that I suppose, except it’s hardly what I’d consider a ‘platform.’  I can’t help but ‘imagine’ that the … Continue reading

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Oil, inflation, the dollar and stock markets

The headline you see here is from 2005.  It appeared at the height of the last frenzy in energy markets, and  I fear we are at that stage again.  Here is a headline (Bloomberg) from today: “Oil increased for the fourth … Continue reading

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Global meltdown or “a pause for the cause?”

The good news, is that I continue to see regular (less frequent that 2 years ago for sure) predictions that the financial world is about to go into a meltdown along with Japanese nuclear reactors.  Good news because if everyone were seeing the … Continue reading

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How to identify new stock market leadership

I’d like to add some context to my previous commentary.  I’ve stated before that I believe we are in a revitalized global boom, the progress of which was seriously damaged by the financial crisis we barely survived.  I first made … Continue reading

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Gold versus wood – putting passion before wisdom; not for the ‘maverick’ investor.

From Bloomberg yesterday: “Commodities across the board are rallying, aggravating the inflation outlook,” said Chae Un Soo, a Seoul-based trader at KEB Futures Co. “For now, more and more investors are looking to precious metals as a shelter.” Or the … Continue reading

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