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In my latest interview with the Chief Investment Strategist for Legg Mason Capital Management, we discussed a bottom-up view of the markets, the sustainability of the US economic recovery, and key segments of his new book: "Think Twice: Harnessing the Power of Counterintuition", including concepts...
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My third interview with the Chief Economist at Strategas Research Partners focused on my bifurcated earnings outcome, the US employment situation, the political dynamics of 2010, the dual exit strategies of monetary and fiscal policy, and the inevitability that the deficit bill will come due, among other...
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"Hope always seems to spring eternal in liquidity-driven financial markets. That is very much the case today in the aftermath of the biggest liquidity injection in modern history." So wrote Stephen Roach, Chairman, Morgan Stanley Asia in today's FT. And liquidity is where my interview with...
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GLOBAL VIEW . OK, HERE’S THE REAL BIG NEWS ! All the above is well and good but the key news was shown on the public broadcasting channel last night, on World Focus which runs at 6 pm my time (the old BBC news, now Americanized as World Focus). I purposely watched it last night to see how they...
Posted to
Principles of the Stock Market
by
Richard Schwartz
on
09-24-2009
Filed under:
Filed under: Principles of the Stock Market, Richard Schwartz, US Economy, The Principle of Primary Trend, Geopolitics, Schwartz Rules, Historical Perspectve, The Principle of History, The Big Picture, Deflation, Stock Market, US Government, The Cycles of America History, World Focus, war in Veit Nam, war in Afghanistan, first mover
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Yesterday’s posted interview with David Malpass brings into sharp focus a key aspect of the US economic recovery that far too few investors are tuned into. Specifically, the underappreciated dynamic that second, third, and lower tier companies (the backbone of employment growth in the US) may not...
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My interview with the CEO and Chief Economist of STP Advisory Services includes her libertarian perspectives on the virtuous circle, the risks in the Fed's exit strategy, key consequences of financial innovation, and the next global financial crisis: public debt . Dr. Trimbath is also the author...
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The stock market rally since early March appears to have three distinct phases to it. The first phase was the backing off from the economic abyss. The second phase was a bounce to fair value normalcy. The third phase (the one we are in now) is what I would call the return to business as usual phase ...
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Back on August 3rd subscribers to my weekly newsletter - Sectors and Styles Strategy Report - read the following: "China may become the bigger fly in the bullish ointment. Unlike the US, China has spent all of its stimulus package money not on consumer demand related areas (where it is most needed...
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For the past two months, I have made the argument that above consensus macro economic data would lead to above consensus earnings results and that investors would see the evidence of this as 2Q09 earnings season got underway. Based on the reports issued thus far, this argument has won the day as above...
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My interview with the Managing Director and Chief Economist with Credit Suisse (recorded Monday, June 29) includes the 2Q09 end to the US recession, expectations of a sub par recovery of 3 1/2%, a sustained level of relatively high unemployment, and a potential compositional shift in the US economy....
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The Fourth of July is just a few days away. So, how about a four step process to investment fireworks for this summer? The media is attributing yesterday’s stock market swoon as being driven by the disappointing report on US consumer sentiment. No doubt it is a contributing factor, however, a single...
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Richard Schwartz 's PRINCIPLES OF THE STOCK MARKET A learning, teaching, always evolving stock market letter and advisory service Eighteenth Consecutive Year of Publication ; Letter #1; September 18 th , 1990 Post Office Box 1236 · New Paltz, New York 12561 - U.S. A. · (845) 255-6894...
Posted to
Principles of the Stock Market
by
Richard Schwartz
on
04-06-2009
Filed under:
Filed under: Principles of the Stock Market, Richard Schwartz, Trading, Technical View, Investing Strategies, 50% Rule, Green Investing, GDP, US Economy, Personal Remarks, Bullish Signs, Keys to the Market, Economic Data, Market Bottoms, The Principle of Primary Trend, Day to Day Action, Update On The Stock Market, Stock Market Weekly, Daily Update, Weekly Letter, Macroeconomics, US Treasuries, Economy Weekly, Portfolio Strategy, Historical Perspectve, Perspective, Oil, Extended Bear Markets, Market Corrections, The Principle of History, Papa Bears, Government Intervention, Trades, The Big Picture, Global Trend, The Principle of Technical Analysis, Recession, Rallies, Investment Themes, Trading Rules, Stock Market Lessons, The Principle of Proper Money Management, Financial Crisis, Economic Common Sense, Manufacturing, Consumer Spending, Service Economy, Bear Market Rally, Discounting Mechanism, Intermediate Corrections, Bear Market Rallies, Stock Market, Big Picture, S&P 500, Credit Crunch, Energy, Credit Crisis, Economic Trends, Bear Markets, Economics, Mr. Market, Chart Patterns, Charts, Financial Discipline, Job Growth, Trade, Natural Resources, Government, Big Picture View, Theme, Oversold, Real Economy, Alexander Elder, Market Sectors, Dollar crisis, US Dollar Index, Visit of the Three Bears, CCI, Commodity Channel Index, Swing Trading, Oliver Perez
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Watching financial television today is the equivalent of taking a long trip with kids that are constantly asking that very question. At some point, you get the urge to yell “yes” just so they will shut up. Unfortunately, the current situation actually demands all of our attention so it’s...
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ANTI -Stimulus Protest Demonstrations; Say What? That’s a big global fear surrounding this global economic slump. History shows economic debacles like this breed unrest, anger, frustration among those losing their jobs, etc. and thus protest demonstrations. If one watches www.worldfocus.com or...
Posted to
Principles of the Stock Market
by
Richard Schwartz
on
03-05-2009
Filed under:
Filed under: Principles of the Stock Market, Richard Schwartz, Inflation, US Economy, Socialism, Economic Data, The Fed, Historical Perspectve, Perspective, Federal Reserve, Extended Bear Markets, The Principle of History, Papa Bears, Government Intervention, The Big Picture, Economic Common Sense, Consumer Spending, History, Global Economy, Barack Obama, Capitalism, Hyperinflation, Congress, Economics, Depression, Bullish on America, Government, Change, Lifestyle, Living Standards, Big Picture View, US Government, The Forgotten Man, Arthur Schlesinger, The Cycles of America History, Stimulation
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Richard Schwartz 's PRINCIPLES OF THE STOCK MARKET A learning, teaching, always evolving stock market letter and advisory service Eighteenth Consecutive Year of Publication ; Letter #1; September 18 th , 1990 Post Office Box 1236 · New Paltz, New York 12561 - U.S. A. · (845) 255-6894...
Posted to
Principles of the Stock Market
by
Richard Schwartz
on
01-06-2009
Filed under:
Filed under: Principles of the Stock Market, Richard Schwartz, Trading, Technical View, US Economy, Charting, Personal Remarks, Bullish Signs, Keys to the Market, Day to Day Action, Higher Higher & Higher Lows, Update On The Stock Market, Daily Update, IBD 100 'New Names', Portfolio Strategy, Perspective, Market Corrections, Government Intervention, The Principle of Relative Strength, Rallies, Investment Themes, Trading Rules, Stock Market Lessons, The Principle of Proper Money Management, Financial Crisis, Trader Vic, Investor's Business Daily, Bear Market Rallies, Stock Market, Barack Obama, Congress, Peter Schiff, Financial Media, Stock Market Media, Chart Patterns, Financial Discipline, Trade, Government, Business, Longs, Profit, Industry Ranking, IBD 100, National Bureau of Economic Research, DMI, RSI, NBER, Alexander Elder