Tag Archives: investors

“We’ve been expecting a sell-off because..” What BUNK!

Well I just have to laugh-out-loud.  We know what the market is doing: NEW YORK (MarketWatch) — U.S. stock futures fell sharply on Thursday, along with Asian and European equities as well as gold prices and bonds after the Federal … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , | 5 Comments

China will be the next big surprise!

China was all the rage for a short while, but despite chugging along at a premium growth rate to the rest of the world, investors have pretty much focussed on other markets – the U.S. of course but Japan as well of … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 6 Comments

Did your strategist predict this market? Get a new strategist!

Below is a commentary I published on March 8th. Like Warren Buffet, I was especially worried about the bond market. During the months before I posted the article, huge inflows into fixed income funds took place. Suddenly investors began selling … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

High Consumer Confidence is bad news for stock market!

The latest consumer confidence release shows a significant improvement. “Rising home prices and a rising stock market are two key factors that are boosting consumer confidence. And a third factor is rising strength in the jobs market. The consumer confidence … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , | 5 Comments

Does divergence of stocks and commodities tell us anything at all?

I read a blurb from Business Insider – entitled One Of The Biggest Arguments Of Fed Haters Is Getting Obliterated Before Our Eyes – discussing the adjacent chart (published on May 15th) that still has me confused. Here is a … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 1 Comment

Stay in Equities? Would you drive off a cliff?

It’s time again to send up a warning flare. Markets haven’t really responded to warnings from Warren Buffet about bonds, and quotes like the following are becoming more abundant: “Stay invested in equities. The break to all-time new highs in … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 1 Comment

Tempted to buy gold? Better to be patient!

On January 8th, I published Why the price of gold skyrocketed and why it’s over! I’m beginning to see (finally) some acknowledgement that the price of gold inflated by the fear that a collapse in the global financial infrastructure was … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , | 15 Comments