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Wednesday Outlook: Commodities, Emerging Markets

It might be worthwhile to note presidential-election cycle patterns in the markets. That said, post-election years historically have been the weakest on the Dow (according to chartoftheday.com)

Friday Outlook: Commodities, Emerging Markets

I remember in 1987 the week before 'Black Monday' was the worst in history. It made the cover of Time. But then 'Black Monday' hit and everyone forgot about the previous week. Just because we've had a big selloff doesn't mean we won't get another 'Black Monday' with all the average joes bailing out at the same time.

Thursday Outlook: Commodities, Emerging Markets

This year Buffett has been saying that the slowdown would be longer and deeper than many people think. If he's right (again) then we still have a long way to go. He's also been calling for higher inflation and a lower dollar over the next several years. Want part of his sweetheart deals? Buy some Berkshire Hathaway.

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.

Tuesday Outlook: Commodities, Emerging Markets

On Friday Warren Buffett reiterated his belief the U.S. economic downturn will be longer and deeper than many people think and that inflation will continue to rise.

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?

Wednesday Outlook: Commodities, Emerging Markets

As time goes on it look more and more like Warren Buffet's prediction that the decline would be deeper and longer than people think will come true.

Wednesday Outlook: Bulls Storm In

A couple weeks ago the Royal Bank of Scotland warned about a potential plunge in the markets, but that a rally could occur in early July first. Might this be it?

Thursday Outlook: Commodities, Emerging Markets

So in China do they call bear markets 'dead monkey' markets?

Morgan Stanley: Is It Paradise Lost for Brazil?

Hmmm. So Carvalho basically totally disagrees with Warren Buffett who took a big stake in the Real. (read the recent Bershire Hathaway letter to shareholders). Buffett vs. Carvalho, any bets who will win?