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Thursday Outlook: Commodities, Emerging Markets

Warren Buffett thinks the U.S. has a bright future too . . . in maybe 5 years or so. But for now he believes the recession will be deeper and longer than many people think, inflation higher and dollar eventually lower. He could be wrong of course, but he did predict the dotcom crash, got into energy early and sold his house in California a few years ago at the top.

Wednesday Outlook: Commodities, Emerging Markets

September: Historically the worst month for stocks by far. Could it be happening again despite all the perma-bulls out there?

Tuesday Outlook: Commodities, Emerging Markets

We'll see how the markets behave after the election. Or looking forward how they behave in '09. Post elections years don't have a very good track record.

Friday Outlook: Commodities, Global Markets

Funny coincidence that the Olympics, Russia's invasion of Georgia and the sudden surge in the dollar all occur at the same time and the leaders of these countries all happen to be together in China. Doesn't a stronger dollar help China too?

Gold as an Investment? Think Again

Warren Buffett just said recently that stock returns should be lower in the coming years and that the dollar will probably continue to decline for the next 5 to 10 years. Anyone disagree with Buffett? So if the dollar continues to decline what will probably happen to gold? Sounds like Fed policy will dictate that, just like it did in the early 80s when the policy changed under Volker.