Markets

Jan 01, 2011 at 13:58

Supposedly common wisdom on the Street tells us that in initial economic recovery periods, interest rates and equity prices can rise in simultaneous rhythm for a time, in essence validating…

Dec 31, 2010 at 19:27

The return of Bubble Dynamics was the overriding thesis coming into 2010. The extraordinary global fiscal and monetary response to the 2008 bursting of the mortgage/Wall Street finance Bubble had…

Dec 31, 2010 at 15:43

Copper has now traded to at all-time highs in notional terms. On an inflation adjusted basis that puts red metal pricing at the level of a century ago in US…

Dec 31, 2010 at 15:38

We hold no bond fund positions at this time, but maintain bond ladders that were constructed for specific purposes. We have deployed a portion of the money from bond positions…

Dec 31, 2010 at 14:53

As the new year approached we have seen a lot of predictions for 2011 being made. I am throwing my own hat into the ring and stating what I feel…

Dec 31, 2010 at 12:11

The United States Postal Service announced this week that all future first class postage stamps sold will be the so-called "forever stamps" that have no face value but are guaranteed…

Dec 31, 2010 at 11:59

We remain in Buy Mode, barely - as the market remains above a support level. That could change at any moment, so be prepared for an intra day alert. If…

Dec 31, 2010 at 11:11

Look at the following charts of stocks we have invested in in recent months to see how they have performed before we address the crucial question of whether the time…

Dec 31, 2010 at 09:15

Commodities have been on a tear in the second half of 2010. Measured by the venerable CCI, the commodities patch has posted record highs in just this last week. In…

Dec 31, 2010 at 09:06

As the global economy shows continued signs of a sustainable economic recovery, there are two notable areas lagging behind; employment and housing in the United States. Continued trends in these…