cayman

Industrial Production Is Growing but Where Are All the Products Going?

Interesting, you wonder whats going on with China having a 75% increase in Auto sales. But i guess they decide to become consumers rather than rely on the US. If this holds and the US comes back then we have a vibrant world economy firing on all cylinders. US, Brasil, India and China consuming and producing as well at various levels of the production chain.

Long term 5 to 10 years it's a very bullish picture-

Wall Street: Dumb as It Ever Was

what songs were in on that reggae session ?

Global Markets in Review: Reversal in Financial Markets

Great article with lots of info..well put togather.

Seems like everyone agrees it's pullback time. then they will slug it out in a consolidation range for a while and then we wither take off or go lower.

ahhhhh tiring - may you live in interesting times is really a curse and these times sure are interesting. gonna take lots and I mean lots of effort to make money.

Is Europe's Rally in Its Final Stage?

this rally will continue until we all are xpecting the next leg up...rather than the next leg down

Lakshman Achuthan: Climbing the 'Wall of Worry'

one question that I would have like to ask is "what risk does he see for the US economy"

He seems to think of your garden variety recession, it's over move on. But he doesn't touch on the fact that the consumer is more damaged this time than ever + business has xcess capacity and are in no need of investing....so what are the drivers ?????

If I try answering that myself I'd say stimilus and windows 7.

Who Thinks This Recession Is Over?

I think most here are not complaining of the situation but rather feel insulted by the powers that be saying the recession is over when we have fallen off a cliff adn are jsut being dragged on the bottom.


On Oct 26 07:55 AM richjoy403 wrote:

> Clearly the way to get a bunch of 'thumbs up' here is to throw up
> a personal story and complain that the recession is not over. (We
> all get it, it's painful and you would rather that everyone else
> join in your pain than that they are comfortable enough to do the
> things that contribute to the end the recession.)

Mary Meeker: Economy Is Recovering, Mobile Is Exploding

Have to admit her presentation points with loaded words seemed a bit bubblicious. when she metioned facebook I lost her as I'm on that thing and thinking about leaving that network...a fantastic waste of time.

BLS vs. ADP Numbers: Employment Outlook Is Improving

Beach Pundit,

Your still using that falling at a slower pace is better analogy, which is just wrong.

Did you miss the PMI report ????

Any furthermore we could not continue at that 750 or even 500 pace for too long. people need to make food, eat , drive busses nurses and many public sector jobs. The plumbing of the economy. The fact that we are still loosing jobs is frightening.

I applaud your optimism but look at the data carefully please and stop warping it to fit your viewpoint.

Semiconductor Industry Rebound: Is It Long Term?

Interesting ,
but would like to know what customers are ramping orders to TI and INTC and how are there customers behaving. Is the channell just getting stuffed again, or is there actual sell through.

Durable Goods: Tech Turns the Corner

I was looking for some good news adn read your post as a respite from all the negative out there but this theme is overwhelming in all th research out there and you nailed it adn at the same time refuted your entire article

"Now if end user demand from businesses and consumers can ramp up sufficiently to absorb what is being manufactured, then we can expect to see these charts continue to head in the right direction."

Can it just be that we've seen inventory restocking reflected in your data and we're crossing our fingers hoping someone will buy. reflected in your statement.

Still Missing the Last Green Shoot: Jobs

Charles,

Alwasys nice with postitive commentary and people seeing a recovery. But i think you have the equation backwards. Employment is the key,not the final missing element.....wtihout that you have no trigger for growth. It might not be negative but it'll feel like walking in the mens 100m sprint.

Jeremy Grantham on the Market's Outlook

I just read the charts and go with em. grantham has a nack for turning bullish or rather giving up on his bearish views at the wrong moment.

For all the talk of people being bearish most of the arguments I hear from money managers are bullish and they are buying with the idea that QE will work.

dont know myself but kinda subscribe to the bearish view and watching the situation day by day as it is very fluid.
Good luck out there

'Green Shoots' Sprouting in Global Markets (Part 2)

even after the titanic started going down there was a little up feeling after the initial dip. Where are those good from China going to go ???

Beware the Baltic Shipping Index Signals

simple - momentum and trend following + shorts running for cover.
plus there are a lo our there that think the market has bottomed.


On May 05 10:12 AM AndrewBaker wrote:

> What puzzles me is that with so many people being able to say that
> we are not yet at the bottom of this recession/depression, there
> are still so many people piling in to the current rally. Yes, the
> Baltic Dry index shows that there is not a lot going on, and the
> banks are known to be bust without tax dollars, yet the buying goes
> on. Please can someone explain this to me using sensible arguments
> and talking about sensible people?

Market, Economy Downward Spiral Has Been Broken

Nice charts, and very interesting. There had to be a technical bounce at 6500 on the Dow that took it back up. But in the longer term picture that aint something I'm buying.

The Dow looks vulnerable to lower than 6500, almost 5000 and even 4500. One has to ask the question will the damage done by the obliterated stocks bring ´down the others that were just staying above water. I think it will becaue of the economic damage done. Even in Japans long nightmare they had nice rallies.