Earnings Reports Threaten to Deflate Balloon Boy Dow [View article]
Can this rally continue when short term interest rates rise? Will China face losing money in a falling dollar and pay 100 dollars a barrel for oil?Will the market continue up when the Treasury bills unwind thus stalling the economy and making long paper very attractive? How can anybody believe analyst's forecasts when they are off the reservation too bearish? How can a professional make money in the market when the public has seen the S&P go from 667 to 1100? Has anybody heard any public information on hedge fund redemptions? As for the market not crashing, this rally has been built by selling the dollar to buy YAHOO! Be safe all.
Market Crash Imminent: Get Out While You Can [View article]
The growth rate in the market has clearly slowed. The last three quarters have been one big surprise (the first one) and two mundane. I dont believe this market can deliver earning expansion. Profits are also slowing which will effect forward ppe. The increase in stock price will bump the markets p.e. up. I believe that inflation will increase enough to effect stock prices also. How can companies increase throughput to offset the effects of higher raw material prices? Consumption is being fueled by credit, which should also increase money supply growth. The effect being pressure on interest rates. Further effecting stock prices. I could add a banking system shock, and the spector of further raise in unemployent (from recent 4.4% to 4.7%. I see a bunch of factors which my lead to stagflation. Companies are begining to stop the production lines due to high raw cost and slacking demand. Demand for govies are the last instrument in demand by foreign funds. I believe that a run from govies would be to offshore locations and not into our stock market. The bull talk is whats leading this bull markets recent run. I for one dont trust WAL-MART earnings to be reason for broad expansion of stock prices. AH a 6 month CD that yields 5% , could end up worth 17% in todays stock market enviorment.
Earnings Reports Threaten to Deflate Balloon Boy Dow [View article]
Market Crash Imminent: Get Out While You Can [View article]
Market Crash Imminent: Get Out While You Can [View article]
Market Crash Imminent: Get Out While You Can [View article]