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Global Markets in Review: Risky Assets Disconnect from Fundamentals

"It is still early days in this period, but 85% of U.S. companies have so far beaten earnings estimates. According to Bespoke, the current beat rate is well above any other quarter since at least 1998."

Gee, did Bespoke explain why we have these tremendous beats? Job cuts that will not be replicated infinitely into the future. What about revenue losses at all of these firms? What about unemployment continuing upward, and consumer credit continuing downward?

This article has too much information. I don't care for this style of writing. I would rather have something more focused. Give us what others are saying, in brief, and then give us your opinion, disagree or agree, and why.

Friday Outlook: Commodities, Emerging Markets

"Grasso'd" - defined as "going after a CEO who has engaged in legal theft from shareholders". At least they sleep at night as they take (steal) their undeserved million dollar paychecks and mismanage their companies.

Thursday Outlook: Metals, Commodities, International

I say overpriced China drops from her, in lockstep with the US market. Our economy is slowing, and so is theirs. I bought the inverse ETF at a 20% discount a couple of days ago when China rallied. We will see.

Tuesday Outlook: Commodities Due to Slow Down?

I'm basically repeating something that I said yesterday in response to Paul Davis's article, where he stated that only 4% of CEO's see a recession in 08. To that, I said it doesn't jive with what I have been seeing in the retail stores for months, Sears, Penny, H Depot, the stores are empty- I mean empty. Which makes sense in light of everything else we know, job losses, homes that are going underwater, etc. So how do we equate the two views? Are the CEO's giving an overly positive outlook when asked? Is it a contrary indicator, that is, if the CEO's in mass believe it to be one way, it will be the other?