Tag Archives: supply

The Day After – Catalyst for resumption of Bull Market will be a surprise!

I provided a rather winded explanation in my previous discussion about why the current correction was inevitable.  Since then, the S&P 500 has declined roughly 3%.  It is likely to get worse before it gets better? My own estimation was … Continue reading

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

Bonds at risk, inflation threat and stocks fully valued!

In mid-October the S&P 500 Index was at 1428.50 and I suggested (despite all the pessimism at that time) that if rates and inflation remained steady we could see the index move 20% higher. To be precise I reasoned: For … Continue reading

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

How I predicted the decline in GOLD price!

The gold price has declined from the roughly $1750 level back in February to less than $1550 (more than 10% in 3 months).  It could be a screaming buy, but I’d discourage anyone from jumping in at this juncture.  What … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 2 Comments

Cyclicals Surprise Attack?

Earlier in the month, Alcoa was featured as the ‘second worse performing Dow stock in 2011.’ It was almost universally (in research reports by analysts and the press) expected that the financial results would be terrible, as evidenced by this … Continue reading

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

China, Commodities, Oil – buy when bad is bad and good is bad!

From Bloomberg: “A Chinese leading indicator climbed for the third straight month, adding to evidence that the world’s second-biggest economy is withstanding Europe’s debt crisis and faltering growth in the U.S.” As crazy as it seems, lately no matter what … Continue reading

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

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

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

Gas or Oil stocks. Which is better value or which is better bet?

An interesting piece on the love of oil stocks and the opposite for companies that have explore and produce natural gas.  Click on the picture to go to the article: Although I find this an interesting analysis, it just doesn’t factor in … Continue reading

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