Doug Noland

Prudent Bear

Contributor since: 26 Feb 2010

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• The Flow of Finance

  Published 08 July 2005 | viewed 5,145 times

  HIGHLY UNEDITED! The week was short, and sweet for the bulls. For the week, the Dow and S&P500 gained 1.4%. More impressively, the broader market…

• Macro Confusions

  Published 02 July 2005 | viewed 5,901 times

  HIGHLY UNEDITED! Uncertainty reined, with enough to provide hope to bull and bear alike. The Dow and S&P500 mustered small gains for the week. The…

• Thinking Minsky

  Published 24 June 2005 | viewed 5,549 times

  UNEDITED! Just when everyone was getting all bulled up... For the week, the Dow sank 3% and the S&P500 declined 2%. Economically sensitive issues were…

• To Liquidate or Inflate?

  Published 17 June 2005 | viewed 5,211 times

  UNEDITED! It was another captivating week for the global financial markets. Here at home, the Dow rose 1%, while the S&P500 added 1.6% to return…

• Q1 2005 "Flow of Funds"

  Published 10 June 2005 | viewed 4,847 times

  UNEDITED! The performance of the U.S. stock market was mixed. For the week, the Dow gained about 0.5%, with the S&P500 posting a small advance.…

• This Time it is Different

  Published 04 June 2005 | viewed 8,226 times

  HIGHLY UNEDITED! Another volatile, interesting week... The Dow declined less than 1%, with the S&P500 about unchanged. The Transports and Morgan Stanley Cyclical index slipped…

• The "Neutral Rate"

  Published 27 May 2005 | viewed 4,973 times

  Stocks continued to trend generally higher. For the week, the Dow and S&P500 added almost 1%. The Transports were unchanged, while the Utilities advanced slightly.…

• Conundrums

  Published 20 May 2005 | viewed 6,634 times

  HIGHLY UNEDITED! Manic-depressive swung back to manic. For the week, the Dow jumped 3.3%, with the S&P500 up 3%. Economically sensitive issues shot higher, with…

• Topic de Jour

  Published 13 May 2005 | viewed 6,326 times

  HIGHLY UNEDITED! Hedge fund issues took the media by storm this week and were certainly a factor in unstable markets and atypical sector divergences. For…

• Hooked on "The Hand"

  Published 06 May 2005 | viewed 5,176 times

  For the week, the Dow gained 1.5% and the S&P500 added 1.3%. Economically sensitive issues performed best. The Transports jumped 3.1%, and the Morgan Stanley…

• Digging a Little Deeper into "Financial Sphere" Analysis

  Published 29 April 2005 | viewed 4,485 times

  HIGHLY UNEDITED! Financial instability is dizzying, still. While quite volatile, the Dow and S&P500 mustered small gains for the week. Economically sensitive issues remained on…

• Major Uncertainties

  Published 22 April 2005 | viewed 5,406 times

  HIGHLY UNEDITED! Financial instability is dizzying. For the week, the Dow and S&P roller coastered to a 1% gain. Economically sensitive issues outperformed. The Transports…

• The Greatest Ever Speculative Bubble in Risk

  Published 15 April 2005 | viewed 18,306 times

  HIGHLY UNEDITED! The developing financial crisis took a major leap forward this week, with equity and risk markets in sharp retreat across the globe. Here…

• The Fed's Dilemma

  Published 08 April 2005 | viewed 5,704 times

  Major market indices were mostly on the plus-side this week, although action was generally unimpressive and bear market-like today. For the week, the Dow and…

• That Kind-Hearted Kate Welling - Part Two

  Published 01 April 2005 | viewed 4,096 times

  That's pretty strong language. He's too intelligent to actually believe it. Here's the quote: "Over the past decade, a combination of diverse forces has created…

• That Kind-Hearted Kate Welling

  Published 01 April 2005 | viewed 6,698 times

  UNEDITED! While most of the major indices were about unchanged for the week, equities felt worse than that. For the week, the Dow was slightly…

• Speculator and Liquidity Unfriendly

  Published 25 March 2005 | viewed 5,517 times

  The pressure to sell financial assets continued. For the holiday-shortened week, the Dow declined 1.8% and the S&P500 fell 1.6%. The Transports were about unchanged,…

• Booming Broker Finance and Market Tops

  Published 18 March 2005 | viewed 5,068 times

  Global markets are under somewhat elevated stress with a mini flight from risk assets. For the week, the Dow and S&P500 declined about 1%. The…

• Q4 2004 "Flow of Funds"

  Published 11 March 2005 | viewed 4,651 times

  A faltering bond market took its toll. For the week, the Dow and S&P500 declined better than 1.5%. Economically sensitive issues held up the best,…

• A Liquidity-creating Juggernaut

  Published 05 March 2005 | viewed 8,133 times

  UNEDITED! The Dow and S&P500 both closed at three-year highs today. The Dow Transports closed at an all-time high today. The S&P400 Mid-cap average closed…