investor88

Stock Market Rally Is for Suckers as Credit Destruction Lingers

Agree the under bely [fundamentals] of the stock rally is rather soft. Hence enjoy the rally by all means, trade with stop loss because the market being the market may yet surprise on the upside.

Dow 9015, transports 3717 resistanace breached= new bull trend. Fair enough we will have to see.

Meanwhile, a worthwhile long trade even if Dow were to approach 9k then reverse. Author has stated Vix below 38.5 short term bullish, and this condition has been fulfilled with Friday's Vix close of 36.

World Stock Markets on the Rebound

Useful statistics, appears maybe the trend has changed for the better although we can never be certain.

Investment Woes Torpedo Markets

Good article with relevant comments by "old" Richard Russell. It is a fair description of reality currently and what is likely to unfold next year which is basically very bearish.

Instead of trying to prescribe this and that, we have to let this storm pass because we cannot do anything about it except avoid making foolish moves recommended by this and that investment legend andthat "cash is trash".

Global Stock Markets: Halloween Relief or More?

I think peterthepainter has a balanced view of the markets, if you must buy buy slowly and patiently...think Japan!

Beginning with Warren Buffet, there are more and more bulls. We cannot be sure, just have to be cautious and observe carefully as the markets evolve. Technicicans say follow the market, let it indicate where it is going. This sounds simple like "buy low sell high" but it is just as difficult to carry out in practice.

Someone says the bottom of the markets will be 2011 following some some long cycle theory and demographics of aging baby boomers. Sounds filmsy but it is a possible scenario, although there will be bear rallies every now and then.

Monetary Madness: Global Margin Call Underway

Toni and Alex_G has contributed valuable insights into the current state of affairs. How true the Great Depression caused deflation not inflation. Since as Toni says all financial and economic indicators [care to list them?] have exceeded the Great Depression toxic levels, the government will not be able to alter the outcome of at least a deep recession.

Dow 8k is likely but Dow 5k is not impossible before things settle down.

The Global Economy: Is Deflation the Next Macro Story?

Agree article too long as usual but accept the theme of deflation. To understand deflation just look at the Japanese experience. Governments inflate, the markets deflate. In the end market forces prevail and the result may be deflation like Japan in the 1990s or the US in the 1930s. We have to watch developments and navigate carefully.

Using Common Sense in these Troubled Times

Prieur has given timely advice to revert to common sense and caution in these tumultous times. Many experts at the bankers conference at Jackson Hole fear the worst but there are also large numbers of optimists who think that good times are round the corner like it used to be these last 20 years. Who knows but the problems in the US appear to be of the once in a generation or once in 3 generation type. Potentially serious but can never be sure. Hope for the best but prepare for the worst?