Doug Noland

Prudent Bear

Contributor since: 26 Feb 2010

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• It is Economic

  Published 27 June 2009 | viewed 4,540 times

  For the week, the S&P500 slipped 0.3% (up 1.7% y-t-d), and the Dow declined 1.2% (down 3.9% y-t-d). The Morgan Stanley Cyclicals were little changed…

• Q1 2009 Flow of Funds

  Published 19 June 2009 | viewed 4,347 times

  For the week, the S&P500 dropped 2.6% (up 2.0% y-t-d), and the Dow fell 2.9% (down 2.7% y-t-d). The Banks lost 3.4% (down 15.8%), and…

• No Conundrum, Again

  Published 12 June 2009 | viewed 5,229 times

  For the week, the S&P500 added 0.7% (up 4.8% y-t-d), and the Dow increased 0.4% (up 0.3% y-t-d). The Morgan Stanley Consumer index declined 1.0%…

• Counter-Cyclical or Counterproductive?

  Published 05 June 2009 | viewed 4,516 times

  For the week, the S&P500 gained 2.3% (up 4.1% y-t-d), and the Dow jumped 3.1% (down 0.2% y-t-d). The Morgan Stanley Cyclicals surged 6.8% (up…

• The Core to Periphery Dynamic

  Published 29 May 2009 | viewed 5,188 times

  For the week, the S&P500 gained 2.6% (up 1.8% y-t-d), and the Dow jumped 3.5% (down 3.2% y-t-d). Economically-sensitive stocks led the charge. The Morgan…

• Inflationism's Seductive Battle Cry

  Published 22 May 2009 | viewed 5,378 times

  For the week, the S&P500 gained 0.5% (down 1.8% y-t-d), and the Dow added 0.1% (down 5.7% y-t-d). The Morgan Stanley Consumer index rose 1.6%…

• Just the Facts

  Published 15 May 2009 | viewed 4,640 times

  For the week, the S&P500 fell 5.0% (down 2.3% y-t-d), and the Dow lost 3.6% (down 5.8% y-t-d). Economically-sensitive stocks gave back some of their…

• The Dynamically-hedged Economy II

  Published 08 May 2009 | viewed 5,295 times

  For the week, the Dow jumped 4.4% (down 2.3% y-t-d), and the S&P500 gained 5.9% (up 2.9%). In just five sessions, the Banks surged 36.1%…

• The Greatest Cost

  Published 02 May 2009 | viewed 5,448 times

  The S&P500 gained 1.3% (down 2.8% y-t-d), and the Dow rose 1.7% (down 6.4%). The Morgan Stanley Cyclicals jumped 3.3% (up 12.0%), and the Morgan…

• Reflation Watch

  Published 24 April 2009 | viewed 5,580 times

  For the week, the S&P500 slipped 0.4% (down 4.1% y-t-d), and the Dow declined 0.7% (down 8.0%). The Morgan Stanley Cyclicals surged 7.0% (up 8.4%),…

• Capitalism's Greatest Vulnerability

  Published 17 April 2009 | viewed 5,596 times

  For the week, the S&P500 gained 1.5% (down 3.7% y-t-d), and the Dow added 0.6% (down 7.3%). The broader market was much stronger. The S&P400…

• Just the Facts

  Published 10 April 2009 | viewed 5,108 times

  The S&P500 gained 1.6% (down 5.2% y-t-d), and the Dow added 0.8% (down 7.9%). The broader market rally continued. The S&P400 Mid-Caps jumped 2.2% (down…

• Periphery Rising

  Published 03 April 2009 | viewed 6,057 times

  The S&P500 rose 3.3% (down 6.7% y-t-d), and the Dow increased 3.1% (down 8.6%). The broader market was much stronger. The S&P400 Mid-Caps surged 5.1%…

• Revisiting the Global Savings Glut Thesis

  Published 27 March 2009 | viewed 5,948 times

  For the week, the S&P500 surged 6.2% (down 9.7% y-t-d), and the Dow jumped 6.8% (down 11.4%). The Transports advanced 10.5% (down 21.4%) and the…

• Mistakes Beget Greater Mistakes

  Published 20 March 2009 | viewed 6,431 times

  Yet another wild one. For the week, the Dow gained 0.8% (down 17.1% y-t-d), and the S&P500 rallied 1.6% (down 14.9%). The Morgan Stanley Cyclicals…

• Q4 2008 Flow of Funds

  Published 13 March 2009 | viewed 5,569 times

  For the week, the Dow jumped 9.0% (down 17.7% y-t-d) and the S&P500 rallied 10.7% (down 16.2%). The Morgan Stanley Cyclicals surged 16.4% (down 30%),…

• A Washington-Induced Bubble

  Published 06 March 2009 | viewed 5,646 times

  For the week, the Dow sank 6.1% (down 24.5% y-t-d) that the S&P500 was hammered for 7.0% (down 24.3%). The Transports sank 12.2% (down 37.9%),…

• A Week of Big Numbers

  Published 27 February 2009 | viewed 5,645 times

  For the week, the Dow dropped 4.1% (down 19.5%), and the S&P500 fell 4.5% (down 18.6%). The Transports were hit for 7.4% (down 29.3%) and…

• Surreal

  Published 22 February 2009 | viewed 6,166 times

  For the shortened week, the Dow dropped 6.6% (down 16.1% y-t-d) and the S&P500 sank 7.4% (down 14.7%). The Morgan Stanley Cyclicals were hit for…

• Post-Bubble Facts of Life

  Published 13 February 2009 | viewed 7,541 times

  For the week, the S&P500 sank 4.8% (down 8.5% y-t-d), and the Dow dropped 5.2% (down 10.6%). The Morgan Stanley Cyclicals fell 7.2% (down 15.9%)…