Mark McMillan

Contributor since: 26 Feb 2010

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• A Strong Finish in May is Leading Up To a Reversal in June

  Published 01 June 2009 | viewed 5,957 times

  6/1/2009 10:22:07 AM Introduction This week we focus on the Epic Bull Bear clash and the anticipation of inflation with its consequence on the value…

• Will Failed Banks Sink the Stock Market?

  Published 27 April 2009 | viewed 4,362 times

  4/27/2009 6:20:16 PM Introduction This week's we are going to explore failed banks and the stress test the government recently completed on some of the…

• What's Next For the Financial Bailout

  Published 09 February 2009 | viewed 4,217 times

  2/9/2009 3:17:17 PM Introduction This week, I continue to explore the perfect storm scenario, of a global housing bubble, a crashing financial market, and credit…

• It Is Time To Get Angry...

  Published 22 January 2009 | viewed 7,903 times

  1/22/2009 11:59:33 AM Introduction This week's letter will focus on banks and related financial matters. Of course, this brings us squarely back to the creation…

• Annual Forecast Issue

  Published 13 January 2009 | viewed 4,856 times

  1/13/2009 11:07:59 AM Introduction This week's letter is part III of a three part series. The focus this week is on where we are going…

• McMillan Letter

  Published 29 December 2008 | viewed 5,906 times

  12/29/2008 9:56:09 AM Introduction This week, I depart from our regular format in order to reflect on a bit of recent history and its effects…

• McMillan Letter

  Published 24 December 2008 | viewed 7,282 times

  12/24/2008 10:35:49 AM Introduction This week, we take a look at featured short subjects. That is followed by our Market Outlook and ties off with…

• What Will the Fed Do?

  Published 16 December 2008 | viewed 4,198 times

  12/16/2008 1:15:28 PM Introduction This week, we feature a number of short subjects that together shape our Market Outlook. We have created a slightly different…

• Is the Tide Turning?

  Published 08 December 2008 | viewed 4,991 times

  12/8/2008 9:44:41 AM Introduction This week, we will cover our regular features of the Week in Review and our Market Outlook with a special subject…

• McMillan Portfolio

  Published 30 November 2008 | viewed 3,657 times

  11/30/2008 4:11:00 PM The McMillan Portfolio We were able to enter a new position in the past week. The position was a short position on…

• Holiday Rally

  Published 30 November 2008 | viewed 3,788 times

  11/30/2008 4:09:50 PM Introduction This week, we have an abbreviated weekly which shares our coverage of the markets over the last week and our outlook.…

• The Emperors New Clothes

  Published 17 November 2008 | viewed 5,849 times

  11/17/2008 10:26:05 AM Introduction We are deferring our expanded analysis on the metals supply chain in favor of the effect of Sovereign Wealth Funds, a…

• Market Impact: Metals Supply Chain

  Published 04 November 2008 | viewed 5,329 times

  11/3/2008 10:13:07 AM Introduction This week, we explore several topics of interest, including our regular review of marketplace events, The Japanese Yen carry trade, Supply…