Douglas R. Gillespie

Contributor since: 26 Feb 2010

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Biography

• Now we have CAFTA and that Rhymes with NAFTA... More Trouble in River City?

  Published 19 August 2005 | viewed 3,601 times

  Summary I'm a solid capitalist, one who was once a staunch advocate of free trade. However, in 1992, when discussions of the North America Free…

• Last Week in the Markets: A Look Back to Help Assess What Might Be Ahead

  Published 15 August 2005 | viewed 5,131 times

  Foreword "Last Week in the Markets..." is an examination of the week that was in the financial markets, in an effort to help assess the…

• John Williams Elaborates on His Materially Lower Estimate of July Payroll Employment Growth

  Published 12 August 2005 | viewed 3,843 times

  Summary Gillespie Research Associates finalized its joint-venture research relationship with John Williams late last year with the strong conviction there were many people -- an…

• March 2003 Revisited: Yes, I do have My Bullish Moments!

  Published 04 August 2005 | viewed 3,988 times

  Summary I have held the strong view that the stock market is mired in a secular bear episode; I continue to believe this. So as…

• Last Week in the Markets: A Look Back to Help Assess What Might Be Ahead

  Published 18 July 2005 | viewed 4,403 times

  Foreword "Last Week" is an examination of the week that was in the financial markets, in an effort to help assess the prospects for the…

• Federal Deficit Reality: An Update

  Published 07 July 2005 | viewed 3,971 times

  Summary From time to time, the U.S. financial markets manifest some concern about the nation's twin deficits -- the federal budget and the current account…

• Last Weeks Markets: Helping Assess What Might Be Ahead

  Published 04 July 2005 | viewed 5,073 times

  Foreword "Last Week" is an examination of the week that was in the financial markets, in an effort to help assess the prospects for the…

• Last Week's Markets: Helping Assess What Might Be Ahead

  Published 27 June 2005 | viewed 5,571 times

  Foreword "Last Week" is an examination of the week that was in the financial markets, in an effort to help assess the prospects for the…

• Last Week's Markets: Helping Assess What Might Be Ahead

  Published 20 June 2005 | viewed 5,626 times

  Introduction This is the second weekly missive that examines the week that was in the financial markets, in an effort to help assess the prospects…

• A Good Five-Cent Cigar and a Better Consumer Price Index: Relief is on the Way Regarding the Latter!

  Published 10 June 2005 | viewed 4,186 times

  Summary The days of a good five-cent cigar are gone forever. Or are they? Maybe not, not if you employ some of the creative accounting…

• Bombs Away for the Economy and the Stock Market?

  Published 07 June 2005 | viewed 6,795 times

  Some interesting developments emerged from last week's bond- and stock-market behavior. And from the week's key economic data, too. If coming events do cast a…

• Unfortunately, "Core" Inflation Doesn't Work in Either Your Stomach or Your Gas Tank

  Published 25 May 2005 | viewed 3,980 times

  Summary On back-to-back days last week, the Labor Department released reports on producer price and consumer price behavior during April. These releases served to make…

• Some Comments on the "Birth/Death" Controversy Surrounding U.S. Employment Data

  Published 15 May 2005 | viewed 4,479 times

  Last Wednesday (5/11) I received an e-mail from a client regarding a Morgan Stanley research article he had just read. The piece was entitled, "'Birth/Death'…

• A Little Hanky-Panky at the Federal Reserve Banky?

  Published 04 May 2005 | viewed 5,696 times

  Summary When I wrote yesterday's missive ("Tomorrow at the FOMC, Including Its Possible Impact on Stocks"), I expressed the strong opinion that Greenspan would try…

• Tomorrow at the FOMC, Including it's Possible Impact on Stocks

  Published 03 May 2005 | viewed 5,685 times

  Summary It is a virtual certainty the Federal Open Market Committee will announce another 25 basis-point increase in the Federal Funds Rate at the conclusion…

• Stocks: Okay, What Now?

  Published 18 April 2005 | viewed 6,652 times

  Summary During 2005, on balance, the stock market has conformed closely to my dour forecasts of the last few months. This certainly includes the market's…

• Stocks: "Red Alert" Reviewed and Updated

  Published 11 April 2005 | viewed 5,844 times

  Summary You would not use "Red Alert" in association with something about which you did not feel very strongly. Which is precisely why I did…

• Stocks: "Red Alert " Reaffirmed!

  Published 24 March 2005 | viewed 5,443 times

  Summary Roughly a month ago -- February 21st, to be exact -- I issued a "Red Alert" on the stock market. Lots of water over…

• Outcome of Today's FOMC Meeting

  Published 22 March 2005 | viewed 3,879 times

  Summary Per the expectation of virtually everyone, the Federal Open Market Committee today announced its decision to increase the target rate on federal funds by…

• A Closer Look at the Flow-of-Fund Data: More Scary Numbers from our Friends Abroad!

  Published 13 March 2005 | viewed 4,807 times

  Summary A closer look at the latest Federal Reserve flow-of-funds data reveals some exceptional happenings during last year's fourth quarter, as well as for all…