Peter Cooper

Global Markets in Review: Is the Risk Trade Back On?

That double-top in the Dow at 10,000 has alarm bells ringing in my head as it should for any student of the black charts, see:
arabianmoney.net/2009/.../

Long Dollar, Short Oil, Hold Gold?

Coming at this from another angle, I would contend that there is no economic recovery and that we have quite a long period before such a recovery starts. In this time a further stock market sell down is not only likely but inevitable. To bring this point home I just don't like what I hear about US consumers saving and not spending, and US states cutting spending and facing big deficits. If Arnold can not get it right in California this does look a major problem, see:
arabianmoney.net/2009/.../

Oil: Up to $200 or Down to $25?

The high oil price could also be the emergence of cost-push inflation with speculation as the medium through which this is transmitted into the marketplace. In that case much higher oil prices are to come with the creation of money by the Fed.

Oil Bull Market: Fast and Furious

Is this not the ultimate in self-defeating recoveries? We know that a high oil price can not possibly be good for economic recovery, see:
arabianmoney.net/2009/.../

Dubai Stock Market Looks Vulnerable: Effect on Oil Prices

It dropped 4.5% - so why bother to comment.


On Jun 08 08:31 AM raytaythemd wrote:

> ...well, it COULD go this way!...OR!...it COULD go that way!...OR!...it
> COULD go BOTH ways!!...gee, Pete, maybe you need to go see the wizard
> and get yourself a brain...

Best Investments for Rising Oil

Time to short oil? These prices rises are completely unsustainable in the worst recession since the Second World War. Is this not obvious when you think about it, see:
arabianmoney.net/2009/.../

Why Oil and Gold Are Headed Much Higher

Here is a quote from Anna Schwartz, the 92 year old co-author with Milton Friedman of ‘A Monetary History of the United States’, who has worked with the National Bureau of Economic Research for 67 years and retains her emeritus professorship at the Graduate Center of the City University of New York:

“Since mid-summer, Fed credit appears to have ballooned greatly, and that’s behind the upward pressure in the consumer price index. The Fed pooh-poohs inflation because of a perceived slowdown in oil and gas prices. But theoretically any increase in the monetary base must be met with a tightening if inflation is to be avoided. Right now the Fed is pursuing a pro-inflation strategy by lowering interest rates and showering the banking system with liquidity. They’re not even considering inflation.”

Why Oil and Gold Are Headed Much Higher

Come on, money supply in the US is up 35% in the past six weeks - this just has to be hugely inflationary, dollar negative and gold positive - get with it man!