Archive for April, 2011

Silver Is in Blow-off Phase – Top Could Be Near

Saturday, April 30th, 2011
Silver Is in Blow-off Phase – Top Could Be Near

Silver has entered a third growth phase, with the price increasing at about a 2,000% annual rate. Clearly, those gains are unsustainable. The question is, at what point will the trend reverse? This article is posted on SeekingAlpha.com. »

Tags: , , , , , ,
Posted in Investment Insights | No Comments »

Easy Money (4) – Investment Steps We Can Take

Wednesday, April 27th, 2011
Easy Money (4) – Investment Steps We Can Take

The Fed issues its statement on Wednesday (April 27). What will be the outcome? More importantly, how should we invest as a result? This article is posted on SeekingAlpha.com. »

Tags: , , , ,
Posted in Investment Insights | No Comments »

Easy Money (3) – Fed Ignores Those Harmed by Policy

Tuesday, April 26th, 2011
Easy Money (3) – Fed Ignores Those Harmed by Policy

With all the talk about the Fed’s easy money actions, there remains one subject that is largely ignored: Who’s paying for the Fed’s largess? With low interest rates, lots of money and good intentions (increase employment and bolster the economy), the Fed’s easy money policy seems like a win-win situation. The only “cost” appears... »

Tags: , , , , , , , ,
Posted in Investment Insights | No Comments »

Easy Money (2-cont.): Fed Policy Understates Money Growth

Thursday, April 21st, 2011
Easy Money (2-cont.): Fed Policy Understates Money Growth

During the Fed’s easy money policy, official money supply growth looks moderate. Therefore, there seems to be little indication of high inflation risk. However, the easy money policy has caused money supply dislocations. When adjusted for these, money supply growth increases appreciably, thereby raising inflation concerns. Here’s the situation… This article is posted on... »

Tags: , , , , , , , , , , ,
Posted in Investment Insights | No Comments »

Easy Money (2): U.S. Inflation Now at 4% – How Fed Dismisses the Signs

Monday, April 18th, 2011
Easy Money (2): U.S. Inflation Now at 4% – How Fed Dismisses the Signs

In “Easy Money (1): Fed Touts Flawed/Risky Rationale,” we discussed the Federal Reserve Open Market Committee’s (FOMC’s) weak rationale for easy money. Today, we’ll cover how the FOMC dismisses clear signs of 4% inflation. This article is posted on SeekingAlpha.com. »

Tags: , , , , , , , , ,
Posted in Investment Insights | No Comments »

Easy Money (1): Fed Touts Flawed/Risky Rationale

Wednesday, April 13th, 2011
Easy Money (1): Fed Touts Flawed/Risky Rationale

Federal Reserve Vice Chairwoman Janet Yellen, attempting to explain the wisdom of the Fed’s easy money policy, instead exposed its weak reasoning. To understand what is going on, we need to come at it from three points of view: Easy Money (1) – Fed Touts Flawed/Risky Rationale Easy Money (2) – Fed Dismisses Inflation’s... »

Tags: , , , , , , , , ,
Posted in Investment Insights | No Comments »

Fed’s Easy Money Policy Ignores an Important Warning Sign

Monday, April 11th, 2011
Fed’s Easy Money Policy Ignores an Important Warning Sign

A key indicator is flashing a warning for the Federal Reserve Open Market Committee (FOMC) to back off its easy money policy. But the signal goes unheeded. How important is the indicator? Very. Here’s the situation… This article is on SeekingAlpha.com »

Tags: , , , , , , ,
Posted in Investment Insights | No Comments »

Why the Coming Earnings Reports Are So Important

Monday, April 11th, 2011
Why the Coming Earnings Reports Are So Important

The year 2011 is a new environment for stock investors. Recession and recovery are diminishing factors for many companies’ earnings. The good news is that we can look forward to more reliable growth estimates and, therefore, more confident use of valuation measures. The bad news is that we are losing the rebound growth boost... »

Tags: , , , , , , , ,
Posted in Investment Insights | No Comments »

Using History to Determine Gold’s Intrinsic Value

Friday, April 8th, 2011
Using History to Determine Gold’s Intrinsic Value

One of the most troubling questions to non-owners of gold is what gold’s value should be. They have watched the price climb in puzzlement. It just traded at $1,460. Last year at this time it was $1,140. In 2009, it was $880. Investors hear that gold is an inflation hedge. But that 65% increase... »

Tags: , , ,
Posted in Investment Insights | No Comments »

Using Graphs to Identify Technology Stocks’ Growth Phases

Thursday, April 7th, 2011
Using Graphs to Identify Technology Stocks’ Growth Phases

In “Screening for Technology Stocks: 30 Finds to Consider,” we were left with a list of 30 possible “new” technology stocks. Now we need to decide which are worth further analysis and consideration. When studying any high growth companies (including technology), starting with their stock price graphs is worthwhile. Here’s why and how …... »

Tags: , , , , ,
Posted in Investment Insights | No Comments »

Nasdaq 100 Rebalancing: This Fix May Provide Opportunity

Wednesday, April 6th, 2011
Nasdaq 100 Rebalancing: This Fix May Provide Opportunity

Nasdaq committed an error and now has to pay the price. The penalty? Having to publicly announce a dramatic “rebalancing” of its noteworthy Nasdaq-100 (QQQ) stock index. No, there is no admission of guilt. In fact, after the rebalancing, the same flaws will still be in place. Ironically, all this is taking place in... »

Tags: , ,
Posted in Investment Insights | No Comments »

The Shift to Bull Market Thinking Has Begun

Friday, April 1st, 2011
The Shift to Bull Market Thinking Has Begun

In January I wrote, “Be Contrarian; Believe a ‘Real’ Bull Market Is Starting.” It looks like it’s begun. There are still reports using “but” to offset good news, and The Economist is still happily pointing out where the rain is falling or could fall. However, the continuing economic and financial improvements are forcing a... »

Tags: , , , , ,
Posted in Investment Insights | No Comments »

Search

John Tobey on Seeking Alpha

Seeking Alpha Certified

April 2011
S M T W T F S
« Mar   May »
 12
3456789
10111213141516
17181920212223
24252627282930