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Stocks have been unable to make any headway over the past few sessions. And late-day sell-offs have been a common theme. I often refer to oil prices as a proxy for growth expectations. And with oil prices set to drop below $72 a barrel today, it's clear that investors are not bullish on growth. Of...
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Your Daily Profit February 1, 2010 *****Dow 10K *****Earnings this Week *****Jason Nails It Fellow investor, There’s no doubt that there are investors who believe that current valuations for stocks and an improving economy offer money-making opportunity. It’s also true that there are plenty...
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This week I offer something unusual for outside the Box, in that I agree on almost all points with my friend David Rosenberg, except he tells it so much better than your humble analyst. David was the former Chief Economist at the former Merrill Lynch (ah, Mother Merrill, we barely knew ye.) and is now...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
07-27-2009
Filed under:
Filed under: Credit, Consumer Spending, Asia, GDP Growth Rate, Stocks, Bond Market, David Rosenberg, Employment, Baby Boomers, DJIA, Home Sales, Recovery, Financials, Comsumer Confidence, Revenues
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Normal 0 MicrosoftInternetExplorer4 Your Daily Profit July 7, 2009 *****Small-cap Update *****Buy the Rumor, Sell the News *****Earnings Season *****Reader Mail Fellow Investor, Notwithstanding yesterday’s positive market activity, stocks continued their month-long downward trend with the Dow closing...
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Your Daily Profit June 5, 2009 *****Small Cap Trading *****Financials Back in the Lead *****Bulls vs. Bears *****Bullish on China Fellow Investor, Opening volume was higher in this morning’s session with all the major indices, except the Dow, trading in the negative. As of press time at 10:40 A...
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June 1, 2009 *****New Highs *****GM *****+100% gains Fellow Investor, Small Caps making up the Russell 2000 are up 3.76% as of reporting at 1:30 P.M. Eastern today. This leads the Dow Jones Industrials, up 2.85%, and the Nasdaq, up 2.62%. Leading small cap gainers today include U-Store-It Trust (NYSE...
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This week we will look at two shorter essays for this edition of Outside the Box. The first is some thoughtful words by Tom Au on whether or not we have put in a true bottom for the market. I particularly want you to read his thoughts on what earnings will look like going forward, and whether we can...
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What About the Original Dow 30 Stocks? Adding and Subtracting Value The Original Dow 30 Components A Few Thoughts from Richard Russell How to Succeed at Writing Conversations on Banks Copenhagen, London and Orange County, etc. Tonight (Saturday) some 450 people will come together in San Diego to honor...
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***The Rally ***Re-valuing Banks ***TradeMaster Conference The Rally Stocks made another impressive move higher on Thursday. I think we're all enjoying seeing a little upside for stock prices. There is a light at the end of the tunnel. But I don't want us to lose sight of the near certainty that...
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This week's writer of the Outside the Box is no stranger to long time readers. Michael Lewitt writes the HCM Market Letter and is one of my favorite writers and truly deep thinkers. He has recently decided to turn his letter into a subscription based model and is meeting with some success, as he...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
03-09-2009
Filed under:
Filed under: Credit Crisis, Michael Lewitt, GDP, Global Economy, Government, Depression, Barack Obama, Economic Crisis, Economic Policy, General Motors, HCM Market Letter, DJIA, Bank Nationalization, Eastern Europe
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While Rome Burns The Risk in Europe The Euro Back to Parity? Really? Back to the Basics Living in Paradise The 20-Year Horizon If I Had a Hammer New York, Las Vegas, and La Jolla When I sit down each week to write, I essentially do what I did nine years ago when I started writing this letter. I write...
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I've had a few readers ask about the TradeMaster web video conference we ran back in December, particularly whether we were doing another one. Well, short answer, yes we are. The December one was wildly successful in terms of investor questions and feedback and we even had more than a few join us...
Posted to
Daily Profit
by
Ian Wyatt
on
02-02-2009
Filed under:
Filed under: stimulus package, DJIA, sector, range-bound, Obama, stock, Ian Wyatt, Ian, Investor Forum, TradeMaster, Dow
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Stocks for the Long Run and Other Myths Mister Softee is Only Worth 136 Dow Points Nash-Kelvinator, Studebaker, and Other US Giants TARP 3 and 4 Are on the Way Bermuda, Baaad Banks, and Prenatal Vitamins What does it mean for Citigroup to be at $3? As it turns out, it distorts the information we think...