adan

The Fed Backed Itself into a Corner

one of the better articles i've read recently about the fed -

i think one line, "I think the Fed needs to make clear that they work for the people, not for Wall Street...." - particularly, is the key -

thank you much!

Currency Apocalypse: Weak Dollar Makes the Movies

interesting write up, thanks ;-)

Euro Moves Could Signal Increasing Dollar Stability

marc, would you consider what happened this past week in the ukraine, with their dollar debts, a tiny taste of what "could" go wrong with being too short the dollar?

there's lots of articles, this is just one:
www.businessspectator....

thanks!

Chance of a Depression Now 5 Percent

really interesting article, thanks!

especially like your comment :

"...there is no coalition anywhere for a repeat or anything like a repeat of propping-up the banking system: the right thinks it is an unwarranted intervention in the free market, the left thinks that it is a giveaway to the undeserving and feckless superrich, and the center is bewildered because it is an enormous and poorly-structured intervention in the market, it is a giveaway to the undeserving and feckless superrich, and the optics are terrible...."

What Bernanke's Comments All Mean

interesting perspective, and may actually point out that both parties may be partially correct -

as it is, there's plenty of critics of the weak dollar policy just in regard to the average person, within our own country (rick santelli, larry kudlow, ron paul, etc) -

and granted, a weak dollar helps our exporting companies, but, if the majority of jobs are created by small businesses, wouldn't their considerations, and that of the purchasing power of the average american, be more important?

don't we pay way more for gasoline and, since we import most our goods, much more than necessary for those imported items?

and i'll finish by easily admitting that i'm still very much trying to understand all this, but cannot help, at this point, feeling the middle class person, and average working american, are not benefiting, from the weak dollar -

and am very willing to continue learning, otherwise or in re-inforcement of that idea....

Meredith Whitney: 'I Haven't Been This Bearish in a Year'

regarding cash on the sidelines, elliottwave, in their newsletters, has featured a chart, showing there is no correlation between whether there is or isn't a large amt of cash "sitting" on the sidelines -

quite an eye opener vs the hype....

Carry Trade Shifts into Parabolic Gear

had seen some of your work on the buzz on minyanville, glad to see you here too!

thanks, looking fwd to all your future work!

Why the Stock Market Should Crash

great overview, great article, thanks!

Sentiment Overview: Watch Out for Crosswinds

great overview on the indicators -

my own feeling is, after all this time, even when the indicataors have flashed extreme bullishness etc, our tax monies have overroad it all -

so why should any pull back now then mean contrarian bullishness, or any bullishness in now warranted?

the indicators didn't pan out then, i don't trust them now either -

when we have an honest transparent market again, if we do, then this will mean more to me -

the only thing that's truly panned out?

loss of trust...

but thank you for your articles, i appreciate your efforts ;-)

EUR / USD: Trade It Both Ways

if a stronger euro is a "headwind" against european economic recovery, the weaker dollar isn't doing most of us much good here in the U.S. either -

this is an excerpt from a marketwatch article that elaborates on that view:

"A close look at the September trade data shows most of that widening gap -- $20.5 billion -- stems from petroleum imports. This absolutely dwarfs any trade benefits a weaker dollar might afford via companies selling cosmetics in Asia or medical equipment in Europe...

"That's because during the dollar's slide since March, crude prices doubled...

"While the weak dollar gives Wall Street every reason to tout the stocks of individual exporters, the flood of petrodollars leaving the country continues to wash the foundation out from under the rest of the overall economy...." -

www.marketwatch.com/st...

Global Markets in Review: Stocks Still in Rally Mode, For Now

i think the thing about an artificially propped up market, that bothers me more than the chances one would take with a naturally evolving market, is relying and trusting one's monies on the arbitrary whims of someone we can't see, who won't guarantee their "management" of stock prices, or, share "their" risk / reward with the rest of us -

when the stock market becomes a slightly more fluxy equivalent of a U.S. savings bond, then an up market like we have today might be worth pretending to risk in ;-)

Mulling the U.S. Dollar's Outlook

to add to this excellant article, here's an excerpt from a marketwatch article on why a weak dollar isn't good for us :

"A close look at the September trade data shows most of that widening gap -- $20.5 billion -- stems from petroleum imports. This absolutely dwarfs any trade benefits a weaker dollar might afford via companies selling cosmetics in Asia or medical equipment in Europe...

"That's because during the dollar's slide since March, crude prices doubled...

"While the weak dollar gives Wall Street every reason to tout the stocks of individual exporters, the flood of petrodollars leaving the country continues to wash the foundation out from under the rest of the overall economy...." -

www.marketwatch.com/st...

Options Trader Friday Outlook: Will We Finish the Week Over Target Levels?

adding a little to a great article from phil :

here's a really good article, regarding the problem with a weaker dollar - from marketwatch, excerpt :

"A close look at the September trade data shows most of that widening gap -- $20.5 billion -- stems from petroleum imports. This absolutely dwarfs any trade benefits a weaker dollar might afford via companies selling cosmetics in Asia or medical equipment in Europe...

"That's because during the dollar's slide since March, crude prices doubled...

"While the weak dollar gives Wall Street every reason to tout the stocks of individual exporters, the flood of petrodollars leaving the country continues to wash the foundation out from under the rest of the overall economy...." -

www.marketwatch.com/st...

Divining the Next Crisis: All Eyes on the Dollar

great article, thanks!

certainly letting the market drop is much more a big deal for the 1% that own 98% of the stocks -

for the regular guy, a currency that holds its store of value would be much more beneficial -

is there anyone still representing us regular guys?

Stock Market Returns Lost in Translation

fascinating stuff, thanks!