wise

The Impending Mother of All Oil Shocks

what is this all about. I learned nothing.

Oil ETFs: Cramer Discovers Contango, But Forgets History

A good posting because it is timely, relevent, and makes everyone think.

Fundamental S&P 500 Forward Price Projections

The best managers use normalized long-term P/E averages, which would be the 15-16X, and that's effective to have been used in the past at market bottoms.

Back to Brazil, China and Hong Kong for Intermediate Term

Charts or no charts, no one consistently makes money timing the markets, long term studies show.

Bear Market Over? Not So Fast

Yes we have been sellers of gold, please give us great bids for our remaining gold stocks. Gold is an answer for market troubles, but only a little answer.

Six Reasons Why it May Be a Jolly Christmas

you are saying on the margin things have turned, and we have heard that from others. This is the anecdotal evidence that in my 50 plus years of past observing, has signalled the turn sooner than government statistics

In March, Another Bouncing Cat

73% chance the bottom is in based on history. That's enough probability to make money by going for it.

Canadian Investment Bankers Bullish on the Market

Canada- over 50% cyclicals. High beta. 10 years MSCI equity only Canada and Australia are still positive. Obama visits Canada, tells economist-trained leader of pro-business party in power, don't sell your oil sands to the Chinese. Go Canada go.

Today's Data: Are Economists Too Bearish?

As a trained economist, I agree that the economists are bad at inflectin points, as is true in any field.
As a student of markets, I would like to see many examples rather than just one to make the anecdotal case

Why Is Oil Trading at $53 When Supply and Demand Is So Bearish?

thanks for your insight


On Mar 25 05:40 PM Pink Panther wrote:

> Yes, even "poor" countries can afford $150 or even $250 oil:
> People there are used to crowded trains and buses and will drive
> to work in Nanos using carpools of 4 people or more, achieving like
> 50-80 miles on a dollar per person. They will use the expensive resources
> much more efficiently than people in the developed countries.
>
> On Mar 24 05:26 PM ValueInvestor wrote:

This Is Not Your Grandfather's Stock Market

Good point, specific stock risk has increased. Dumb money is even more diversified than in previous generations when there were many conglomerates of companies.

Gurus Say a Bottom Is in: Do We Listen?

the writer takes notes as he watches business TV

Is it Time to Jump Back into the Market?

good work. A clear point.

Global Markets in Review: Economy, Markets

stock market always has been a leading indicator, everywhere and every time. long term investing has always worked tioll now, and shall rise again

Global Markets in Review: FOMC Announcement Stuns Markets

Good depth ina rticle and analysis-an historical bookmark that will be revisted