Category Archives: Smorgasbord

More on secular bear markets at Ritholtz . “Bridgewater, the world’s biggest hedge fund, is bullish on stocks, oil, commodities and some currencies as it expects cash to shift to riskier assets…”You want to be borrowing cash and hold…

Wednesday’s GDP report was described at the most positive negative number ever seen. We already knew Q4 and Q1 were going to be light, perhaps followed by acceleration later in the year. Comments on Q4 GDP and Investment at Calculated Risk…

Friday afternoon’s post took a great deal of time, so I skipped the Saturday post. Now this morning’s post is ginormous! As a leading indicator, Gold (priced in Swiss Francs) has begun the next leg of its bull trend by Peter Brandt . The…

Jeff Saut gave a great interview: King World News . A Letter To A Friend at Short Side of Long . The U.S. Federal government budget deficit problem clearly explained on YouTube . If only the author took the analysis one step further to…

Whew! The major stock market indices were slightly higher today, while the metals ripped higher. The precious metals complex extended its strength moving higher by almost 3% today. Next week I’ll remind readers about ‘Turkey’ old…

Bill Gross at Pimco : “The cult of equity is dying.” Sounds like something a guru would say as equity markets navigate the second half of a secular bear market. Meanwhile, Asian Millionaires Take Charge of Own Wealth in a interesting piece…

Both energy and industrialization of China related: China to Cut Retail Fuel Prices at WSJ . “Car makers are falling over themselves to get a slice of the action in China, the world’s biggest market.” Telegraph The structural economic…

Perhaps this idea is behind the rally this afternoon: “…by establishing a European deposit guarantee scheme and resolution arrangements.” Business Insider “The downside confirmation to yesterday’s daily chart bearish engulfing candle has…

If given the opportunity to export, U.S. E&P’s would destroy LNG pricing in short order. Natural gas reserves in the Economist . Long term chart of market capitalization as a percent of GDP: Ritholtz . Valuations, corrections and bear…

The world sure is advancing technologically at a robust rate. “Smart Phones and Tablets Might Be Spreading Faster Than Any Technologies in Human History” Mark J Perry Smart and hard working kids who made their own money funding the same…