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“She’s real fine my 409” 409 Beach Boys When the price of gas in the US hit $4.09 a gallon, the song that many consumers began singing was decidedly out of tune from the one the Beach Boys sang many decades ago. Back in the day, 409 had a different, simpler meaning. Summertime, hot...
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Wednesda y, June 18 th , 2008 : Woke up singing this morning … “Doo-da, Doo-da”… and I don’t sing! Watched the coronation of the Boston Celtics as NBA champs last night … “Goin’ to run all night, Goin’ to run all day” … and loved this...
Posted to
Principles of the Stock Market
by
Richard Schwartz
on
06-18-2008
Filed under:
Filed under: Principles of the Stock Market, Richard Schwartz, Inflation, US Economy, Keys to the Market, Economic Data, Day to Day Action, Update On The Stock Market, Macroeconomics, Economy Weekly, Portfolio Strategy, The Big Picture, Recession, Financial Crisis, Economic Common Sense, Stock Market, Commodity Inflation, Big Picture, Credit Crisis, Economic Trends, The Principle of Crowd Psychology, Financial Media, Stock Market Media, Bear Markets, Economics, Mr. Market, Investor Psychology
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There is little doubt that many counterbalancing forces are at work in today’s equity markets. The bulls argue that March 17 (“Inflection Day” – see prior blog postings) was the turning point for the longer-term bull market correction that began in earnest last October. The worst...
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UPDATE ON THE STOCK MARKET . Written Wednesday, June 11th, 2008: 6:30 a.m. Today’s stock market has no real leadership. The Dow’s up, the Dow’s down, all day long. Yesterday it was more of the same. No real trend except for in ENERGY and GOLD , both selling off big time, sort of reversing...
Posted to
Principles of the Stock Market
by
Richard Schwartz
on
06-11-2008
Filed under:
Filed under: Principles of the Stock Market, Richard Schwartz, Gold, Alan Greenspan, Inflation, US Dollar, The Principle of Primary Trend, The Fed, Update On The Stock Market, Daily Update, Macroeconomics, Portfolio Strategy, Federal Reserve, The Big Picture, Recession, Economic Common Sense, Stock Market, Ben Bernanke, Credit Crunch, Energy, Henry Paulson, Group of Eight, Credit Crisis, G-8
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commentary from this week’s “Sectors and Styles Strategy Report”: Prior to listening to the weekend replay of the congressional testimony of George Soros and others from last Tuesday, I must admit I had never heard of the “Enron Loophole”. But it didn’t take too long...
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Recently, economic bulls were cheered by the news that earnings for the S&P 500 ex Financials rose a solid 11.8% in the first quarter of this year. Unfortunately, what the economic bulls seem to have ignored is the fact that once you drill down beneath the stratosphere of large cap issues you find...
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Post-Mortem On The 1Q GDP Report Recession, Even If Outside The Long-Held Definition So How Bad Are Things Going To Get? Have We Seen The Worst Of The "Credit Crisis"? Maybe It's Not As Bad As We Thought Stocks - Have We Seen The Bottom? Conclusions - What To Watch For Introduction When...
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"The idea of financial panic -- that has been pretty much taken care of," Warren Buffett “Economy May Face Prolonged Pain, History Suggests” Greg Ip, Wall Street Journal Mr. Buffett may be technically correct but that won’t help investors who come to the mistaken conclusion...
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This week in Outside the Box we take up a topic that should be on the top of the agenda of every regulatory authority, executives at financial services firms of all types, and average investors: How do we fix the credit markets to make sure we do not have such a crisis again? Good friend Michael Lewitt...
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Since the credit crisis began, investors have been bombarded with acronyms and phrases that most had very little direct experience with. Since the credit crisis is far from over and has both real and financial economy affects (that will result in a transformation of the US economy in the years ahead...
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Written: April 25, 2008 Dear Reader, What an interesting week! Having been a single parent for two weeks, with the kids on spring break for the second of those, I have attained a whole new level of appreciation, yes, I think that's the word, for the difficulty associated with holding down the home...
Posted to
The Room
by
David Galland
on
04-29-2008
Filed under:
Filed under: Credit Crisis, Politics, Coal, Oil, Gold, China, Housing Crisis, Food Prices, Diamonds, Women, Bonds, Africa, Project Manhunt
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It could be argued that the recent rise in the medium and longer term US Treasury rates have something to do with concerns re inflation. It also could just as easily be argued that a major part of the rise is due to a lessening of the fear factor related to the credit crisis and an associated narrowing...
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In the past weeks, several clear signs have emerged signaling that investors are shifting their focus away from the credit crisis and toward the real economy and traditional investment analysis. The first and most obvious sign is the earnings reports. The next two are less obvious, but are no less important...
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This week's Outside the Box is from my friends at Hoisington Management. While somewhat technical, they make the case that a slowdown in consumer spending is inevitable. This is worth taking some time and thinking about. Quoting: "This means that consumer spending increases should be approximately...
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excerpts from this week's report: Gary Crittenden Chief Financial Officer, Citigroup "For those who may be inclined to go along with the recent optimistic comments from the heads of several major investment banks (see last Thursday’s blog posting, “News Flash: Credit Crisis End in Sight”) and...