Doug Noland

Prudent Bear

Contributor since: 26 Feb 2010

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• Subprime in Focus

  Published 09 February 2007 | viewed 5,881 times

  The Dow dipped 0.6%, and the S&P500 declined 0.7%. Transports declined 1.7%, while the Utilities surged 2.6% to a new record high. The Morgan Stanley…

• Income Growth and Credit Bubble Dynamics

  Published 02 February 2007 | viewed 4,444 times

  The Dow gained 1.3%, and the S&P500 rose 1.8%. Economically-sensitive issues continued to outperform. The Transports surged 6.2%, increasing 2007 gains to 9.8%. The Morgan…

• Expanding on El-Erian

  Published 26 January 2007 | viewed 4,478 times

  Weekly changes mask heightened equities volatility. For the week, the Dow and S&P500 both added 0.6%. The Utilities gained 0.5%, while the Transports were hit…

• Mishkin on Asset Bubbles and Monetary Policy

  Published 19 January 2007 | viewed 6,024 times

  For the week, the Dow and S&P500 were little changed, masking notable divergences between various groups. For example, the Semiconductors dropped 5.6%, while the S&P…

• Nominal GDP

  Published 12 January 2007 | viewed 4,612 times

  The Dow gained 1.3%, and the S&P500 rose 1.5%. Economically sensitive issues shined. The Transports surged 3.2% and the Morgan Stanley Cyclical index 2.6%. The…

• Issues 2007

  Published 05 January 2007 | viewed 6,045 times

  For a volatile and mixed first trading week of the year, the Dow dipped 0.5% and the S&P500 declined 0.6%. The Transports added 0.6%, while…

• Embrace the Deficit?

  Published 27 December 2006 | viewed 2,504 times

  Please accept my sincerest apologies for the website problems we've experienced over the past week. The Dow dipped 0.8%, and the S&P500 declined 1.1%. The…

• Financial Sphere Profits

  Published 15 December 2006 | viewed 4,369 times

  The Dow gained 1.1% (up 16.1% y-t-d), and the S&P500 rose 1.2% (up 14.3% y-t-d). The Utilities increased 1.4% (up 16.7% y-t-d), while the Transports…

• Q3 2006 Flow of Funds

  Published 08 December 2006 | viewed 4,960 times

  Really unedited, but will be less so by about 9:15 Central Time! For the week, the Dow and S&P500 gained 0.6%, increasing y-t-d gains to…

• The Big Wildcard

  Published 01 December 2006 | viewed 6,981 times

  For the week, the Dow declined 0.7%, and the S&P500 dipped 0.3%. The Utilities gained 1.3% (up 15% y-t-d), while the Transports dropped 2.9% (up…

• Just the Facts

  Published 26 November 2006 | viewed 4,957 times

  The Dow dipped 0.5%, while the S&P500 ended the holiday week about unchanged. The Morgan Stanley Cyclical index jumped 2.0%, increasing y-t-d gains to 13.6%.…

• Derivatives

  Published 18 November 2006 | viewed 6,147 times

  The Dow gained 1.9% (up 15.2% y-t-d), and the S&P500 rose 1.5% (up 12.3% y-t-d). The Transports jumped 2.4% (up 15.5%), and the Morgan Stanley…

• Monetary Developments vs. Monetary Aggregates

  Published 11 November 2006 | viewed 5,870 times

  The Dow gained 1%, increasing y-t-d gains to 13.0%, and the S&P500 rose 1.2%, raising 2006 gains to 10.6%. Economically-sensitive issues performed well, with the…

• Prevailing Inflationary Biases

  Published 04 November 2006 | viewed 3,869 times

  For the week, both the Dow and S&P500 declined 0.9%. Economically-sensitive issues were in retreat, with the Transports down 2.9% and the Morgan Stanley Cyclical…

• Current Account "Recycling" Distortions

  Published 28 October 2006 | viewed 4,101 times

  The Dow gained 0.7%, and the S&P500 added 0.7%. The Morgan Stanley Cyclical index jumped 1.3% (up 9.4% y-t-d), and the Transports rose 0.9% (up…

• Financial Sphere Earnings Watch

  Published 21 October 2006 | viewed 4,559 times

  The Dow added 0.4%, increasing y-t-d gains to 12.0%, and the S&P500 gained 0.2%, raising 2006 gains to 9.6%. The Transports rose 1.0%, while the…

• Financial Conditions

  Published 14 October 2006 | viewed 6,447 times

  For the week, the Dow gained 0.9% (up 11.6% y-t-d) and the S&P500 rose 1.2% (up 9.4% y-t-d). Economically sensitive stocks were strong. The Transports…

• Inflationary Biases and Chasms at the Fed

  Published 07 October 2006 | viewed 5,322 times

  This week, the Dow gained 1.5% (up 10.6% y-t-d) and the S&P500 1.0% (up 8.1% y-t-d). Economically sensitive issues performed well. The Transports jumped 2.6%…

• Volcker, Corrigan, McDonough and Geithner - Part II

  Published 30 September 2006 | viewed 2,862 times

  Gerald Corrigan: "If every time I called a meeting, to bring together at 33 Liberty Street (NY Fed offices) a bunch of chief executive officers…

• Volcker, Corrigan, McDonough and Geithner

  Published 30 September 2006 | viewed 6,071 times

  For the week, the Dow gained 1.5% and the S&P500 1.6%. Economically sensitive issues were strong. The Transports jumped 2.9%, and the Morgan Stanley Cyclical…