Is There a Connection Between Stocks and the Money Supply? [View article]
IMHO, all this money is pushing up the Dow to an unsustainable level: PE ratios too high MACD in bad territory Stock prices rising, but on declining volume.
All in all, not a good omen. hang onto your contras
Is There a Connection Between Stocks and the Money Supply? [View article]
These comments all lead to another premise, that of the PPT's activity:
If it is true that the Plunge Protection Team is "supporting the market" - - - and since they do not publish their minutes, we have to assume that they might be doing so, sub rosa - - - then money supply is obviously growing from this exercise - - - and will continue to do so so long as Dow 10,000 stays as the support-level target.
Obama's Economic Policy: Another Bunt [View article]
Not so stupid - - - give them enough time and eventually their ownership of our debt will allow them to control us (to a greater extent than they already do).
Daily State of Markets: Potpourri of Uncertainty [View article]
All good points, Dave!
Let me add one more on the side of caution:
You said the market remains "data dependent" - - - and the fear for many of us is the fact that much of this data is produced by the government, mostly bureau(cracies) controlled by the Executive branch.
Their ability to push out numbers (GDP growth, employment, etc) that impact daily investor attitudes, and then issue corrective revisions 3 months later just adds to the uncertainty that is keeping this market on its teeterboard. IMO, we can expect more roller-coaster 3 digit swings right up until the votes are counted in November.
Obama's Economic Policy: Another Bunt [View article]
These short-term fixes, all political in nature, will never be enough to counter-balance the mounting number of negatives - - - those domestic ones already in sight, and all the others on foreign shores.
Investors and traders had better prepare for a long dose of stagflation.
Faith in the Markets? It's All in the Numbers [View article]
Scott, this is a great read - - - won't win you any kudos from the talking heads (MSNBC, et al), but you have done a true service to the less-initiated who need just this sort of guidance.
10 Reasons This Is Not a Sustainable Rally [View article]
Until we get a confirmation from the President's Working Group for Financial Markets (aka the PPT: Plunge Protection Team) that it has not and is not buying and/or selling Index Futures or ETF's, or otherwise running funds into and out of the markets, there will always be a suspicion that manipulation is taking place - - - and that is not a confidence-builder.
Pejavie, Wish I had a dollar for the number of times I have requested SEC to investigate this - - - but I guess silence was to be expected. After all, it is just another Federal Bureau(cracy), and they all seem to bend with the political winds that emanate from the Executive Branch
IMHO, prudent investors and traders will put "market sentiment" aside, and stick to their principles (protecting their princiPAL) will be one of them.
Also, thinking for themselves, following their own inclinations from their past experience of reading favorite tools and charts - - - and being patient in the face of these forced upward incursions.
Would like to trade thoughts with you on this topic - - - I have written earlier on this, have been a long-time believer that the PPT, under guise of Fed, Treasury, and the back-room Executive branches, are doing their best to keep market afloat, at least until after the Nov elections.
Other reasons for the late-day recoveries, 200 point bounces in the face of mediocre (at best) domestic econ news, truly escape me.
Bernanke and Geithner could fast put an end to such speculation by publishing PPT minutes, yet refuse to do so.
Sometime in the next few years the truth may come out - - - and if and when it does, it will be time to invest in "litigation firms" because the claims will be both numerous and humongous.
Would like to have heard a Q and A on what protection HTS has if Fanny and or Freddie default? I realize these are US govt guaranteed, but given US debt growth, a future default has to be considered - - - and these GSE's would be thrown under the bus long before Treasury notes and bonds.
Is There a Connection Between Stocks and the Money Supply? [View article]
PE ratios too high
MACD in bad territory
Stock prices rising, but on declining volume.
All in all, not a good omen.
hang onto your contras
(Long SDS)
Is There a Connection Between Stocks and the Money Supply? [View article]
If it is true that the Plunge Protection Team is "supporting the market" - - - and since they do not publish their minutes, we have to assume that they might be doing so, sub rosa - - - then money supply is obviously growing from this exercise - - - and will continue to do so so long as Dow 10,000 stays as the support-level target.
Obama's Economic Policy: Another Bunt [View article]
Daily State of Markets: Potpourri of Uncertainty [View article]
Let me add one more on the side of caution:
You said the market remains "data dependent" - - - and the fear for many of us is the fact that much of this data is produced by the government, mostly bureau(cracies) controlled by the Executive branch.
Their ability to push out numbers (GDP growth, employment, etc) that impact daily investor attitudes, and then issue corrective revisions 3 months later just adds to the uncertainty that is keeping this market on its teeterboard. IMO, we can expect more roller-coaster 3 digit swings right up until the votes are counted in November.
Obama's Economic Policy: Another Bunt [View article]
That was the biggest boondoggle of its time, but few would remember it now.
Obama's Economic Policy: Another Bunt [View article]
Investors and traders had better prepare for a long dose of stagflation.
Faith in the Markets? It's All in the Numbers [View article]
When you expand this article, you might want to mention the use of Present Value and Discounted Cash Flow as other evaluation tools.
Faith in the Markets? It's All in the Numbers [View article]
Keep it flowing.
Market Levitation at Its Finest [View article]
<<<bad news that is better than already negative expectations then becomes good news. >>>
10 Reasons This Is Not a Sustainable Rally [View article]
Market Levitation at Its Finest [View article]
Wish I had a dollar for the number of times I have requested SEC to investigate this - - - but I guess silence was to be expected.
After all, it is just another Federal Bureau(cracy), and they all seem to bend with the political winds that emanate from the Executive Branch
Market Levitation at Its Finest [View article]
Also, thinking for themselves, following their own inclinations from their past experience of reading favorite tools and charts - - - and being patient in the face of these forced upward incursions.
Market Levitation at Its Finest [View article]
Other reasons for the late-day recoveries, 200 point bounces in the face of mediocre (at best) domestic econ news, truly escape me.
Bernanke and Geithner could fast put an end to such speculation by publishing PPT minutes, yet refuse to do so.
Sometime in the next few years the truth may come out - - - and if and when it does, it will be time to invest in "litigation firms" because the claims will be both numerous and humongous.
Market Levitation at Its Finest [View article]
Hatteras Financial Corp. Q2 2010 Earnings Call Transcript [View article]