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Resources Rock (2004)
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Tag Archives: economic
Why I sold half of everything!
I realize that I haven’t published in a very long time (although I’ve done a few articles in the recent past on seekingalpha.com). There hasn’t really been much to talk about. Global government stimulus has heretofore put a floor on … Continue reading
The roller-coaster stock market.
The market continues to behave like a roller-coaster. But will this ride ever end? In the past, the ups and downs of stock prices have always mirrored the ups and downs in earnings, but this relationship seems to have broken … Continue reading
Posted in markets, Random Thoughts
Tagged bearish, earnings, economic, indicators, Indices, maverickinvestors, stock market, technology
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Optimism markets will rebound fast is just wrong!
Apparently Goldman strategists expect profits for companies in the S&P 500 will decline 33% this year, and rebound 55% next year. It implies a V-shaped recovery. Let’s forget that 2021 is a long way off and that their guess is … Continue reading
Posted in markets, Random Thoughts
Tagged bearish, bond market, crash, economic, economy, housing market, interest rates, markets, maverickinvestors, S&P 500, spooner, stock market
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It’s Another Credit Crisis!
The recession (we’re undoubtedly in already) is not the worst of our woes. It’s unlikely the FED would have taken such drastic measures because of the coronavirus or even the prospect of recession. I’ve mentioned in previous articles that corporate … Continue reading
Lessons Learned from the Great Recession!
The following is a quote from the book I wrote as I rode my Harley across the heartland of America, contemplating the lessons I learned over 30 years as a money manager: “I picked two headlines published on June 30, … Continue reading
First a correction; and then another banner year for stock markets!
It shouldn’t be surprising that the current ‘mood’ just oozes caution. The market is kind of like the bear (I met one face-to-face in Alaska many moons ago while fishing in ‘his‘ creek) – at one moment the bear seems content and … Continue reading
Posted in Random Thoughts
Tagged 500, adams, assets, bond, bonds, bubble, china, commodity, discount, earnings, economic, estimate, expectations, fair, gina, gold, Index, inflation, interest rates, investors, ISM, mal, malvinspooner, market, martin, maverick, maverickinvestors.com, momentum, optimism, overvalued, P/E, premium, price to value ratio, Price/Earnings, prices, ratio, revisions, risky, s&p, S&P500, spooner, stock, tapering, undervalued, value, yield
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China? No need for worry in the year of the snake!
It’s the year of the snake, which seems appropriate since everyone is worried about the slowing of the Chinese economy. In previous posts, I’ve described why the economic course of action China has adopted is brilliant – the country’s only … Continue reading
Posted in Random Thoughts
Tagged asset, BofA Merrill, china, class, confidence, country, direct, economic, economy, foreign, fund, growth, hedge, investment, investor, mal, malvin, managers, maverick, maverickinvestors, money, policy, security, sentiment, slowed, slowing, spooner, survey, U.S.$, US$
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China’s Catch-22
I considered the title “bad news is good news” but it seems the phrase ‘Catch-22’ from Joseph Heller’s book is more appropriate. A dictionary describes it as “a problematic situation for which the only solution is denied by a circumstance … Continue reading
Posted in Random Thoughts
Tagged appreciate, Bank of America, bull, china, Chinese, Citibank, composite, credit, currency, DAP, debt, depreciate, economic, economy, exchange, expansion, exports, fertilizer, financing, goldman, greenback, growth, interest, investors, liquidity, loan, mal, malvin, market, maverick, maverickinvestors.com, money, Morgan, nitrogen, nomura, people's bank, rates, remnimbi, RMB, shanghai, spooner, treasuries, trillion, U.S.$, urea
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Stocks & Bonds…the next 100 years.
Trying to determine investment strategy hinges on a seemingly impossible exercize. Namely, predicting what the world will be like. The most important metrics are interest rates and real rates of return for the more critical asset class alternatives. Despite our … Continue reading
Posted in Random Thoughts
Tagged 21st, 500, allianz, allocation, allocators, analysts, asset, behavioral, bonds, century, class, economic, economy, equations, equities, europe, fixed, forecast, france, Germany, global, growth, income, italy, Japan, long-term, malvin, malvinspooner, managers, markets, math, maverickinvestors.com, mix, models, outlook, portfolio, premium, quantitative, rates, real, return, risk, s&p, S&P500, short-term, spooner, stocks, Switzerland, treasury, U.S.$, US$, volatility, wizards, World
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