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Markets

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2010 Investment Strategies: Six Areas To Buy, 11 Areas To Sell

Jan 18, 2010 at 00:00

Our investment strategies for 2010 follow from our forecast of continued economic weakness and deflation, as discussed earlier in this report and in previous Insights .... We see the 2010…

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Pullback

Jan 18, 2010 at 00:00

It would seem that the bears have crept out of hibernation and stunned the bulls. Now, I don't think the startling will curb the advance for long. It might just…

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Weak Fridays Tend to Lead to Weak Mondays

Jan 18, 2010 at 00:00

We remain in Sell Mode, looking for a move lower into the end of the month - unless we get sharp weakness into Tuesday or Wednesday, then we could see…

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Economists Serving their Political Masters

Jan 18, 2010 at 00:00

Federal Reserve Chairman Ben S. Bernanke, another pliant alumnus of the CEA, sits before the Senate claiming there is no inflation in the economy. He uses the CPI as his…

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Weekly Update

Jan 18, 2010 at 00:00

This stock market game is a funny one, while the universal truth is that we don't know what tomorrow brings, we try to work out some semblance of order through…

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Buy Gold in Late Summer and Oil in Late Winter

Jan 18, 2010 at 00:00

A lot of investment focus for outlook 2010 is geared toward inflation based assets such as gold and oil. What a change from the turn of the last decade when…

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Turning Points

Jan 18, 2010 at 00:00

The SPX is now ready to have a short-term decline which could be the start of something bigger. To suggest that we have started a move of intermediate nature, we…

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Gold Thoughts

Jan 18, 2010 at 00:00

Now the U.S. government is embarked on a duel path of Peronist populism and more Keynesian mismanagement. A bank tax? The economic collapse of recent times has been exacerbated by…

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2010 To Mark Dollar Demise

Jan 18, 2010 at 00:00

... Until then the bureaucracy's price managers will continue to game our faulty and fraudulent markets until people's sensibilities are completely disoriented, and even the staunchest skeptics become believers, before…

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The US Economy: A Quick Survey of the Pathetic, the Fallacious and the Ignorant

Jan 17, 2010 at 00:00

Now there is absolutely no way under the sun that these green energy jobs could ever match the productivity of power stations. And no matter how many tantrums greenies throw…