• Cabeza Howe
    #StockMarket cycle bodes ill for 2013/14 possibly through 2017. However there are fundamental reasons for upside surprises. $SPY $DIA $QQQ
    11/12/12
    Reply (9)
    • Cabeza Howe: Mobile revolution is secular. Energy revolution ongoing too. U.S. will be largest oil producer soon. U.S. energy independence is coming.
      11/12/12
    • Cabeza Howe: In the near future, I'm optimistic we will NOT falling off the fiscal cliff. Resolution will actually give economy a boost.
      11/12/12
    • Cabeza Howe: Note that businesses have already cut back due to fiscal cliff fear for months. Any resolution will unlock their potential.
      11/12/12
    • Cabeza Howe: There are reasons to get more optimistic on China too. Even Eurozone has undergone dramatic positive changes.
      11/12/12
    • Cabeza Howe: Extreme pessimism won't get you far. Guarded optimism might still be the right mentality even in the late stage of this secular bear cycle.
      11/12/12
    • Cabeza Howe: More fundamental reason NOT to be pessimistic about 2013/2014: healing private sector countering fiscal drag http://read.bi/RSuJMp
      11/13/12
    • Cabeza Howe: Morgan Housel's piece http://bit.ly/UFvTIo appears a great addition to this guarded optimism stance for 2013/2014.
      11/13/12
    • Cabeza Howe: Housing recovery (driven by formation-construction disparity) and energy boom will create millions of jobs in the years ahead.
      11/13/12
    • Cabeza Howe: Completion of consumer deleveraging will add fuel to fire. So instead of freaking out, use this panic to add home builders, cyclicals, etc.
      11/13/12