Monday, September 26th, 2011
The headlines would have us believe the stock market plummeted – again. The explanation is that everything is going wrong, capped by those frightening words: “Global Recession.” However, last week’s stock market message isn’t what it did, it’s what it didn’t do. This article is posted on SeekingAlpha.com »
Tags: Equities, Forecast, Market outlook, Outlook, Stock market outlook, Stocks
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Wednesday, September 21st, 2011
I previously discussed why I believe the retail sales picture is positive There is one area that has yet to recover its pre-recession levels: Motor vehicles and parts. Because of that, auto sales has the potential to show good growth – perhaps in the near future. Below is the graph showing the recession gap... »
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Tuesday, September 20th, 2011
Economic reports continue to buffet the stock market. However, what passes for analysis is often shortsighted and superficial. “Shortsighted” because the latest month takes on an inordinate weight. “Superficial” because one number is used rather then analyzing the dynamics lying underneath. Retail sales offer a good example of these issues and how the wrong... »
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Monday, September 12th, 2011
Gold is now rising at an unsustainable annual rate of 300%. Therefore, holders need to consider two questions: How long can this rate be maintained? Is the rise a precursor of a coming bust, similar to silver’s earlier this year? Here is the picture … Article posted on SeekingAlpha.com »
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Sunday, September 11th, 2011
During last year’s market drop and mega-fears (concerns about the global economy, European/Greek debt, Asian growth and our financial system), analysts correctly forecast company earnings growth would stay on pace. They were right, and the good company results pulled the stock market out of its slump and produced significantly good returns. So how about... »
Tags: Earnings forecast, Equities, Estimated earnings, Forecast, Market outlook, Outlook, Stock market outlook, Stocks
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Friday, September 2nd, 2011
Screen for growth stocks, and Apple (AAPL) has it all. In fact, except for Steve Jobs’ diminishing role in the company, it’s hard to find any serious, negative concerns. And yet, the stock is priced like a moderate grower with typical uncertainties. Although I am bullish on the company, a recent article (Jason Zweig’s... »
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