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John Lounsbury
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John Lounsbury, Managing Editor and Co-founder of Global Economic Intersection, provides comprehensive financial planning and investment advisory services to a small number of families on a fee only basis. He has a background which includes 34 years with a major international corporation, 25... More
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John B Lounsbury CFP
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Global Economic Intersection
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  • Trefis Highlights 14 September 2012

    Each week Global Economic Intersection posts a summary listing of all stock analysis articles published by Trefis. That summary includes a hyperlinked table of contents that also identifies all stocks with more than one article.

    Table of Contents for the 92 top stories this week:

    Technology (29 articles)

    • Apple, 5 articles (3, 4, 12, 21, 29)

    Financial Services (14 articles)

    Consumer (13 articles)

    • Home Depot, 2 articles (1, 7)

    Industrials & Transportation (9 articles)

    • Fed Ex, 2 articles (2, 7)

    Health Care (9 articles)

    • Johnson & Johnson, 2 articles (5, 9)
    • Pfizer, 2 articles (2,6)
    • Roche, 2 articles (3,7)

    Energy & Utilities (7 articles)

    Media & Telecom (7 articles)

    • AT&T, 2 articles (4, 6)
    • Time Warner, 2 articles (5,7)
    • Viacom, 2 articles (2, 5)

    Basic Materials (4 articles)

    • Rio Tinto, 2 articles (1,3)

    All 92 investment stories this week are listed here.

    Note: Last week we skipped to see if anyone would miss this weekly post. We received only one e-mail on the topic.

    If you are following these posts weekly (or occasionally), please send an e-mail (or leave a comment). If no one is reading these posts I'll discontinue them.

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Tags: RHHBY, T, RIO, TWX, VIA, PFE, JNJ, FDX, HD, Trefis
    Sep 15 5:02 PM | Link | Comment!
  • Dollar Slumps To Support Level

    The U.S. dollar got crushed today. See Dollar Plummets on Weak Jobs Report.

    The 5 Min. Forecast has a good graphic that shows the support for the dollar at current level:

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Tags: UUP, UDN, Dollar
    Sep 07 7:27 PM | Link | 2 Comments
  • Small Cap Breakout

    Updated: See below.

    Approximately one month ago I discussed: How to Play the Summer Divergence?

    The subject under discussion was the observation that the Russell 2000 Index had underperformed both the S&P 500 and the Nasdaq 100 over the preceding month. A similar kind of divergence had been seen only once since the market bottom in March 2009, and that was late August into September of 2011. From that juncture all three indexes rallied for the next seven months. The gains? From October 3, 2011 to the beginning of April 2012 The R2000 gained more than 21%, the S&P 500 29% and the Nasdaq 100 33.5%.

    In the discussion a month ago, I discussed what to watch for if the three plus year bull market were about to roll over.

    But that has not happened and the Russell 2000 has made a possible breakout that could extend back to the spring highs, as shown in the following graph from the 5 Min. Forecast:

    This is not necessarily something to get excited about - the spring highs are only about 2.4% higher than today's close (05 September 2012) of 821.23.

    But this is an alert to watch for the breakout above the early April high. That could put the all-time high for the index (04 April 2011) - 865.29 - squarely in the cross hairs.

    By the way, the Russell 2000 has done something that the large cap indexes have yet to do, having surpassed (in 2011) its pre-crash closing high from 09 October 2007 of 845.77.

    So, will the breakout continue and lead the market higher?

    Or will the signs of a market topping out yet transpire and will defensive action be what saves the day?

    Update: After posting my friend Doug Short posted a nice discussion of the market history for the Russell 2000:

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Sep 05 11:21 PM | Link | 2 Comments
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