fjd10595

Thursday Outlook: Commodities, Global Markets

I see the same thing in the malls in Westchester County, NY. It is very quiet, a lot of sales on clothing, etc. As the dollar has dropped, stocks have risen- I guess because it helps our companies sell overseas. But in my opinion, with or without a weak dollar, the fundamentals don't support sustained earnings growth. I would say that when the dollar makes a rebound, stocks will correct.

Friday Outlook: Commodities, Global Markets

I'm starting to believe this rally and now i'm starting to think all this cheap money could spark the mother of all booms in just about every asset class until it is reigned in.

I don't think that is correct. Much of the 'extra money' placed in the system is idle, banks not lending, stronger consumer credit standards, end users not even wanting the credit after feeling all of the pain. Just when everyone thinks that this rally is real is when it will reverse.

On Sep 11 07:38 AM ozcutty wrote:

> Chuckys not buying and Buckys falling, i like it David!
> I'm starting to believe this rally and now i'm starting to think
> all this cheap money could spark the mother of all booms in just
> about every asset class until it is reigned in. See todays Bloomberg
> about all the Chinese gearing up to invest in shares and posible
> sovereign wealth fund investment in US realestate. If you take away
> all the inventory, things could move from bust to boom incredibly
> quickly. Just look what clunkers did to cars.

Thursday Outlook: Commodities, Global Markets

Is this what you meant to say:
"The bottom line—“ours is not to reason why, ours is but to do and die.”

Or this:
—“ours is not to reason why, ours is but to do and BUY.”
Frank

Wednesday Outlook: Commodities, Global Markets

Why would anyone want to be "long overall" here. "Overall" being the operative word. I understand staying with a trend until it is clearly broken, but here? Yikes! I've been shorting these broad averages for about ten days now, China, SP 500. They are being held up by air. There will at least be a tradable break somewhere here, and then over the intermediate or longer term I would say we will get a considerable drop. The market is grossly overvalued. Here is what I see: everyone around me is being put out of work or having their pay cut, very few people in the stores, homes not selling, and no one can get credit. Where does that leave the markets?

Thursday Outlook: Commodities, Global Markets

The market is up on 'thin air', that is all I can say. I am short the broad market here, and a bit below here, and holding. I see no reason for the market to advance from here.

Thursday Outlook: Commodities, Global Markets

It is not lunacy, try reading the science. You know, the same science that designed the medicine you take, that designed the jet engine powering the plane you saw fly overhead sometime in your life. Winters are warmer now. When CO2 is higher the planet is warmer. That is what the science says.


On Jul 09 07:19 AM Dr. O wrote:

> Off topic: global warming. Michigan just celebrated the anniversary
> of its most intense heat wave ever! 9 consecutive 100 degree days.
> Oddly, this occurred in 1936. Last winter was one of the coldest
> and snowiest on record. This summer, we've yet to hit 90 degrees,
> and have been running 5-10 degrees below normal per day. Cap and
> trade? OMG what lunacy during a depression! What do rational people
> think of global warming? The Chinese gave it the one-finger salute
> at the G8.