Markets

Oct 22, 2004 at 00:00

On Monday the U.S. Treasury Department reported that net foreign capital flows into the United States were $59 billion in August, down from $63 billion in July. The Treasury Department…

Oct 22, 2004 at 00:00

Gold - casually mention the word to a group of investment-minded friends and colleagues and watch as it inspires a visceral reaction, since people either love gold or hate it;…

Oct 21, 2004 at 00:00

Third quarter earnings season got in full force this week. There are 179 of the S&P 500 that report earnings this week, and 136 next week. As of Wednesday afternoon,…

Oct 21, 2004 at 00:00

The secular trend in the stock market should be defined in terms of valuation rather than price. This is because it would, for example, be possible for the Dow Industrials…

Oct 21, 2004 at 00:00

The RMS index (Morgan Stanley Reit) appears to be approaching a top in wave V of (V), but there are two other possibilities at this juncture. 1: The index could…

Oct 21, 2004 at 00:00

The economic data is persistently disappointing. While September Retail sales were reported at 1.5% (0.7% expected), one has to wonder how much more below cost car companies are willing to…

Oct 21, 2004 at 00:00

China has already invested billions of dollars into pipeline projects in Central Asia and the Middle East and has strengthened its relationships with governments from energy-rich states. For example, China…

Oct 20, 2004 at 00:00

The point is that the global commodity boom is the result of monetary factors, not economic growth as such... the latter probably exists on some level and explains the growth…

Oct 20, 2004 at 00:00

Recently we have been focusing on a plethora of fundamental reasons to justify our interpretation of charts in precious metals markets, which in our opinion should resolve in a bullish…

Oct 20, 2004 at 00:00

We alerted subscribers two months ago to the likely outperformance by a select group of foreign ETFs which we predicted would gain on the back of a falling dollar. Not…