equity markets

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Latest blogosphere posts tagged “equity markets”
 

  • The Market’s Ultimate Upside Could Prove Legendary - Peroni Report May 2013


    Authority Authority:
    Not even half way into the second quarter the DJIA has exceeded my year-end forecast (15,100). The natural inclination may be to cite this as evidence of a market that has run fast and furious to perilously extended levels.
    2 days ago
  • Daily Pfennig: Both Consumer Confidence and Leading Indicators surprise on the upside


    Authority Authority:
    caseyresearch.com / By Chuck Butler / May 20, 2013, 2:25pm Good day.  Storms knocked the power out at my house last night, so I woke a bit later than I wanted to and had to scramble to get ready by the light of my phone (yes, I have finally caught up with the rest of my family and have become dependent on my ...
    2 days ago
  • The Most Dangerous Country In Europe


    Authority Authority:
    Submitted by Mark Grant, author of Out of the Box, One of the primary focuses of “Out of the Box” is on where you might get hurt and, more importantly, seriously hurt. “Preservation of Capital,” the first ten rules of my thinking, has reached epic seriousness in a world with interest rates at unsustainable ...
    2 days ago
  • Secular bull or bear?


    Authority Authority:
    As US equities have rallied in the last couple of weeks, there has been much discussion about the rotation in sector leadership from defensively oriented sectors to the deep cyclical sectors. Does the rotation mean that this market is truly ready to take off to further new highs? What does it all mean? I have spent a ...
    2 weeks ago
  • Bad News for the Economy Means Good News for the Stock Market


    Authority Authority:
    Global equity markets surged overnight on the back of deteriorating manufacturing data out of the US, China and Europe. Yep, you heard that right. Continuing on the theme of recent months, bad news for the economy means good news for the stock market . Thats because bad news for the economy means more activity from ...
    4 weeks ago
  • My answer to John Hussman


    Authority Authority:
    I have the greatest of respect for John Hussman. His weekly commentary has always a must-read for me. So it was with much interest that I watched the video of his speech from the Wine Country Conference (via Mebane Faber ). I came away thinking that while I agree with Hussmans analysis on many fronts, we came ...
    4 weeks ago

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