Markets

Jun 10, 2004 at 00:00

The market looked like it was going to have a run in gold, but it couldn't quite make it, pulled down by the market perception that the $ would be…

Jun 11, 2004 at 00:00

However, post-signal evidence obtained via a different model, and presented in my June 1, 2004 communication, indicates that all post-signal patterns are somewhat alike anyway, implying that the search for…

Jun 10, 2004 at 00:00

Together, these two categories are responsible for two-thirds of the entire CPI! Add in lower electronics and power tool prices due to cheap imports form China and Asia in general,…

Jun 10, 2004 at 00:00

The second half of the year is shaping up to be interesting. Part of the strength of the economy has been the fiscal stimulus resulting from the tax cut last…

Jun 10, 2004 at 00:00

Should the Federal Reserve actually act like a real central bank by pushing interest rates higher, the Housing Bubble will collapse. With plummeting housings prices and mortgage default rates skyrocketing,…

Jun 09, 2004 at 00:00

Speaking of market psychology, another major psychological factor that has weighed heavily on the oil and gold markets this spring, but which has recently subsided, is China. Fears of a…

Jun 09, 2004 at 00:00

My train of thinking is thus: If the Indian economy which was soaring, with markets that were undervalued with a forward P/E of 11, had a 17% crash in the…

Jun 08, 2004 at 00:00

But before we take that "sentimental" journey, a word or two about the fundamental back drop to this stock market. Fundamental schmundamentals- sometimes they don't mean a thing. Rates are…

Jun 08, 2004 at 00:00

Gone are the days of just being able to lay back and reap the windfall profits during a steadily rising bull market. This decade's bull market is likely to be…

Jun 07, 2004 at 00:00

If the FED is repeatedly warning us about the possible financial systemic risk of Fannie Mae and Freddie Mac I think it is wise to be on full alert for…