What Equity Bubble? This Bull Run Has Only Just Begun [View article]
The current thesis on the market is asset appreciation due to QE will keep the market rising until QE stops. The overwhelming preponderance and acceptance of this theory should make one skeptical. Remember peak oil.
AAII Sentiment Survey: Slightly Less Optimism And Slightly More Pessimism [View article]
Sentiment indicators are useful. Right now Investors Intelligence is closing in on 55% bullish. In Sep of 2012 when it reached those levels it promptly fell 1000. At the same level in Feb 2012, the DOW went up another 250 points before falling 1000 points. In Feb of this year the market paused aroundd 55% for a while before ralling another 1000 points. Take your pick, but we should at least get a pause here.
Will Silver And Silver Wheaton Keep Falling? [View article]
The reason silver and SLW is down, supply exceeds demand. All the gold and silver bugs are all in and therefore losing money. With silver especially, investment demand determines price as actual useage is less than production.
The Myth Of Liquidity And Bubbles In Financial Markets [View article]
The reason interest rates are so low is demand for credit is low relative to availability. The general news is how come investment is so low with interest rates being so low - the opposite of reality. Just agreeing with you.
The Small, But Important, Flaw In The Tepper Analysis [View article]
Quit confusing the issue with facts. The credit cycle has been the most important predictor of the market since the FED. However, since almost everyone knows it and follows it now, could the old sayings come back. What everybody knows isn't worth knowing, and by the time I learn the rules, they change the rules.
Tepper stays bullish. Confounding gnomes who whispered the hedge fund honcho was turning cautious on stocks, David Tepper tells the CNBC crew the wave of liquidity that turned him bullish in the first place is getting even bigger. Fed tapering? So what, he says. The U.S. budget deficit over the next 6 months will only be $100B, while the Fed is scheduled to buy about $500B. That's $400B coming out of the bond market and going to investors who can buy more fixed-income, more real estate, more stocks. SPY erases losses and gets back to flat premarket. [View news story]
Man the comments certainly have a bearish tone in a contrarian sense.
They have the technical ability, but the political will is almost certain to stop it until it is too late. A man in Michigan invented a bumper that was cheap and would have no damage at 15 mph. Ford, GM, and Chrysler wanted no part of it. It was not invented there and they wanted the income from their more expensive bumpers that created more damage as well. Hopefully they have changed, but I doubt it.
The S&P 500 Is Approaching A Buy Signal [View article]
Speaking of buy signals. Interest rates hit a cyclic low in 2003 and the market started a 5 year bull run. In 2009 interest rates hit a low and the market has been going up for over 4 years. Interest rates are now even lower, so does that mean we have 4 or 5 good years ahead? It would seem so unless the two de-correlate.
The Market Can't Predict The Future [View article]
Good article. Interest rates started a 30 year decline in 1980-2, and the stock market began a great bull market that was all up until 2000. It has been sideways since 2000 as interest rates continued down. Since a great bull market started with interest rates at all time highs (80-82), what could happen with interest rates at an all time low? A new bull market like you say or the opposite. Interest rates went down all during the 1930's and 40's and the market was sideways and cyclical. All during the 50's and 60's, interest rates rose gradually and the stock market was great until interest rates and inflation and got very high during the 70's. Basically I am agreeing with you in that even if you know part of the future the market reacts differently at different times.
Get An Investment Buzz From Coffee: Rust, ETFs, Coffee Stocks, And Future Price [View article]
Coffee is so cheap. It hit an all time high of 330 in 1977 vs less than 150 now. That is nominal not even adjusted for inflation. It also hit highs in 1986 of 275, 1994 at 270, 1997 at 320, and 300 in 2011. In the super commodity we have had since 1998 most commodities have at least doubled their previous all time highs. Coffee has not even been able to exceed its 1977 all time high. That could be weakness, but a late catch-up move is certainly possible. The market seems to be extremely thin - all dots no daily lines because there is so little trading.Definitely worth watching. The chart http://bit.ly/13dUyYL looks like a drop to 150 or even 100 is underway.
Gold Going To $500? [View article]
What Equity Bubble? This Bull Run Has Only Just Begun [View article]
What Equity Bubble? This Bull Run Has Only Just Begun [View article]
AAII Sentiment Survey: Slightly Less Optimism And Slightly More Pessimism [View article]
S&P 500 Would Not Be Overextended At 1800 This Year-End [View article]
Will Silver And Silver Wheaton Keep Falling? [View article]
The Myth Of Liquidity And Bubbles In Financial Markets [View article]
Despite Disappointing April Industrial Production Report, Oil And Gas Sector Booming; Reaches 40-Year High [View article]
The Small, But Important, Flaw In The Tepper Analysis [View article]
Tepper stays bullish. Confounding gnomes who whispered the hedge fund honcho was turning cautious on stocks, David Tepper tells the CNBC crew the wave of liquidity that turned him bullish in the first place is getting even bigger. Fed tapering? So what, he says. The U.S. budget deficit over the next 6 months will only be $100B, while the Fed is scheduled to buy about $500B. That's $400B coming out of the bond market and going to investors who can buy more fixed-income, more real estate, more stocks. SPY erases losses and gets back to flat premarket. [View news story]
Tesla Has No Threats... For Now [View article]
The S&P 500 Is Approaching A Buy Signal [View article]
Monetary Base, Deflation And Investment Strategy [View article]
The Market Can't Predict The Future [View article]
Get An Investment Buzz From Coffee: Rust, ETFs, Coffee Stocks, And Future Price [View article]