Seeking Advice

Friday Outlook: Commodities, Global Markets

It's again frustrating for me how a normally great blog entry by you, David, once again gets brought down by ridiculous politics. Yes, politics and the economy/markets are tied, but please wtf does the US President wining the Nobel Peace Prize have to do with today's market action? Exactly, nothing. I suppose these blogs become a nice relief valve for some conservatives frustrated at finding themselves currently "out of power."

But David, for you to join the fray... come on. I get that you're a conservative and it's clear that many of your followers are as well, but as an Independent it just debases the discussion that I look to you for, which is unbiased technical analysis. I have no problem with your witty comments, and look forward to reading your analysis but please I ask you not encourage folks to head down that hole. I need to believe your interpretations of what's going on and what might be happening going forward. I don't want to start questioning your analysis as potentially colored by an ideological bias.

Thursday Outlook: Commodities, Emerging Markets

Always appreciate the charts and the accompanying analysis. This is typically among the most informative articles on SA or any web site and I always look forward to reading it. Though I've come to see that we have different political perspectives, the analysis is very rational and reasoned - a nice change from some writers.

I can't help thinking also that this situation will get worse than most are expecting and that the economy and the markets stay down for longer than most seem to expect as well. I think we're just too deep in it and that no matter who is in the White House, there are too many "pressure groups" with clout to allow uninhibited construction of a plan that would allow an "optimal" course of action. Regardless, I'm not sure there's a way to prevent the longer term economic malaise (e.g. lower consumer spending going forward), maybe just the speed and slope of the completion of this period and the speed and slope of the eventual recovery - whatever that will look like.

Tuesday Outlook: Commodities, Emerging Markets

"The politicians will want to score points while the average investor and man on the street is flummoxed. "
Yes, how do individual investors decide on an appropriate course of action in a market that is mostly moved now by unpredictable government intervention instead of economic and market fundamentals?