Markets

Aug 21, 2003 at 00:00

Another market commentator dismissed concerns that earnings growth has been derived from currency gains and cost cutting. He claimed that nobody grossed up revenue growth to account for the strong…

Aug 21, 2003 at 00:00

Since I religiously read the research papers published by Bridgewater Associates, I did some thinking about whether bonds could resume their 22-year bull market and confound the consensus, while the…

Aug 20, 2003 at 00:00

Gold shares are even more sensitive. The HUI gold share index hit a new bull market high. Plus, gold shares are now strongly outperforming gold. This too suggests the upcoming…

Aug 19, 2003 at 00:00

Now that weve got that settled, the question of whether arranging your personal affairs so that you can not only insulate yourself, but even benefit from the coming inevitable US…

Aug 18, 2003 at 00:00

What to discuss this week other than the California election is quickly becoming a three-ring circus with over 100 people striving to become governor. I find a lot of the…

Aug 18, 2003 at 00:00

In my years of market experience I am convinced that the key to the "game" of junior mining speculation is all about simple supply and demand. Its not so much…

Aug 18, 2003 at 00:00

As I scribble this morning, Ill bet Greenie is just climbing out of his morning bath, maybe toweling off as he picks up the Wall Street Journal -- but what…

Aug 18, 2003 at 00:00

So the populist resistance to exporting jobs together with the continued effects of foreign dis-hoarding of bonds must be making this camp a bit anxious. Compensatory mechanisms are coming into…

Aug 16, 2003 at 00:00

Normally, I dont pay attention to patent nonsense of this type, as there is just so much of it out there. We could spend all year and still not scratch…

Aug 15, 2003 at 00:00

In other words, Fannie has resumed its vital role as "Buyer of First and Last Resort," absorbing marketplace liquidations from chastened investors and speculators. It will be fascinating to watch…