ZardozZ

Gold Fever: Still a Long Way Away

Here is one likely scenario to consider... Netenyahu rolls tanks into Gaza,,, Hamas gets their expected aid from Hezboulah and Iran... Israel is forced to confront Syria on the Golan Heights or even attack Damascus stronghold of Hamas and Hezboulah. Iran takes a page out of Sadam's war plans and lauches missle attacks not directly at Israel but the oil fields in Iraq, Kuwait, and the House of Saud.... Oil soars and along with the price of Gold.

If there is one thing that you can almost go to the bank on is that there will be a full confrontation with Hamas by the new administration in Israel.

Obama Victory Also a Win for Greentech

With your tax dollars...

Is the U.S. Market Forming a Long-Term Double Top?

How prophetic this article was!! I am so glad I took your advice and lighten up significantly not only on U.S. Stock but International as well--- down only 1% YTD and 95% in cash since May and frankly I could give a rats ass about calling a "bottom" and getting back in with only 5 years left before retirement.

CD Ladders and a 10-15% Diversified High Income Equity investment dollar cost averaged over the next year is fine with me.

Just want to say THANKS !!

Abundant Opportunities in Bear Markets

Don't think the DOW can't wander slowly down another 30-40% over a period of years instead of a precipitous fall as the inflationary pressures build and credit markets remain overly controlled and dysfunctional. Friday, everyone expected, and secretly was indeed hoping for, that massive sell off. Didn't happen. Ooops!!

Mr. Market has a way of working like that. Just the opposite of what most people expect is the market behavior more likely to unfold in the short term. Death by a thousand cuts over a protracted period of time may be more likely because most "investors" are still expecting that full capitulation. It may take years of slow and steady losses in a portfolio until finally nearly everyone decides (at least for awhile) to swear off equity investing for the rest of their lives. i.e. the DEATH OF SPECULATION and the return of TRUE LONG TERM BORING INVESTING WILL ONLY THEM BEGIN AGAIN.... The MACRO BUBBLE is over a generation in the making !!

When does a secular bull return? That's anyone's guess. When do behaviours and habits change? Only when one is burned severely enough for the behavior to change. Greed acquiesces to humility and moderation. For some people that time never comes... Psychiatric hospitals and Gamblers Anonymous counciling groups are filled with people who can't break the cycle of repeating the same negative behaviors over and over again.

Now's the Time to Buy Bank Stocks

The markets are trading more on emotions than fundamentals right now -- ripe for elliot wave theorists and technical analysis. Financial institutions are in unchartered waters and too many signs are pointing negative for equities. The selling into the rallies will be the mantra as the bear continues. If you have the fortitude to be a true contrarian in this environment go for it. If you don't you will be guaranteed to consistently make the wrong move. The volitiality will virtually assure that your fortitude will be tested as you delude yourself into thinking you can move opposite a stampeding herd and not be trampled in the process.

3 Things America Needs to Do to Get the Economy Back on Track

User 272442 is right. Purging the excesses is a time honored tradition of the markets. Just as good needs evil to measure itself against. There is a sick sort of yin and yang in this entire mess. How many of the readers out there were so damn certain the market would never see 9000 again?

After this afternoon... no one it taking that bet. Becareful of throwing good money after bad. Just recall Nikki at 25,000 was only a few decades ago. Look where it is now and how that culture has learned a costly lesson regarding savings. Good chance Asia will eventually pull us out of it but not till the entire system has reversed and corrected itself... that could take several years in the equity markets as the BEAR will be around for quite some time. Bailout or No Bailout.

Market Safe Havens Rapidly Dwindling

phdinsuntanning --- gutsy call. The safest place to be is in BIL right now and lots of it. T bills.... CASH --- I would agree with diversifying CASH via FXY FXF and FXE to some extent. Hard assets will rule till the smoke clears. The real yellow metal. (Maybe GLD if in fact its really back up with the bullion.) Shorting like crazy means being right twice ! GL in this environment! I rather miss the bottom and catch it on the up swing next year after all the blood in the streets is caked over and vacuumed away.

Gold Bull Sees Huge Run for Gold

No jdl51 --- You can thank the Clinton years and the left for subsidizing low income housing and fast money ala Greenspan to fuel the sub prime mess. The credit bubble that was created in the 90's is coming home to roost. Study the problem carefully... if you could walk and chew gum (barely) you had government sponsored (read that as welfare state socialist democrats) sponsored free wheeling organizations like Fannie Mae and Freddie Mack. Two pet organizations and massive political contributors to the likes of Chris Dodd and Barney Frank !! --- Bush has his issues, but you really understand what has been happening over the last 15 years in the credit markets, the dems are as much to blame as the repubs.

Bob Moriarty: Gold is Safe Haven for Looming Crash

The Yin and the Yang --- you need both sides of the extreme to produce the tension that makes the entire system work. Hey.... let's talk Elliott Wave Theory. Are we 5 legs up and 3 legs down or was it the other way around ??

Risk Management in Trending Markets

Excellent article. I am bookmarking the URL as an excellent reminder of the macro long term trends !! Thanks for all the research :)

Hedge Funds Moving Into a New Marketplace

Just one more example of a market gone crazy...

U.S. Market Setting Up for a 2nd Half Rally

The true test will come at the next FOMC meeting. If the Fed does nothing it will be a signal that a shift in policy is at hand. Dollar will rally and many will long speculative postions in oil and commodities will head for the exits. Air will be let out of that trade and the shorts will begin to move in big time. The Fed will remain ON HOLD until they get a good sense of the reaction to the dollar in the world markets. They will have their eye on inflation and now that that the dollar still holds significant weight in world commodity pricing. I don't believe they will increase rates till early next year.... If it pans out this way there could be a good rally in U.S. equities in H2 but be prepared to take profits early next year when the Fed makes the first move UP.

Is the U.S. Market Forming a Long-Term Double Top?

This is why you shouldn't just be in the U.S. Market... :)

The Case For International Bond ETFs

Given the falling dollar and the Yen Carry trade unwinding one would think that Barclays and others would see the value in setting up an International Bond ETF for those portfolios approaching retirement and would like to diversify income assets to get exposure to foreign markets without paying outlandish Loads and 12b-1 fees.. !! Grear article