golfgator65

Howard Davidowitz: 'The Worst Is Yet to Come'

Oh no the sky is falling! As long as all the "chicken littles" keep clucking, the market will continue to climb the wall of worry. There are still a lot of undervalued stocks (particularly with large exposure to China infrastructure) that will continue to prosper. I remember at beggining of March this Davidowitz was calling for DOW to go below 5000. Sure wish I would have shorted stocks based on his reccomendation, then I could be down another 30%! Unfortunately as market continues to go up, these guys will lose their 5 minutes of fame. Then you'll know the market will correct.

Unemployment Rates, Recession Periods and Stock Market Prices

Interesting charts. I noticed the last "bottom" in the S&P was April 2003. The unemployment did not peak until July 2003 (3 months later). This kind of make since as the market always seems to tell us when we are pulling out of a recession or down cycle or what ever you want to call this. Personally I think the negative vibe is pretty pervasive, which tells me it is time to start slowly wading back in to the market. There are a lot of high quality companies that continue to grow that have been beaten down by the rest of the market.

MEMC Electronic Materials: Climbing the Wall of Worry

Extremely knowledgable article on WFR. I've owned the stock for about a year and have read many articles. You clearly nailed the pros & cons without overly hyping the stock. I personally believe the stock is currently very undervalued, but there recently seems to be a periodic "fear" that a new technology will make WFR solar products obsolete. Your article gives solid reasons why this is not likely to happen. Great article, well done!