The S&P 500 is down a swift 9.85% since my warning on the 6th that the market was getting too complacent. Earnings headwinds and bank concerns have resulted in very [ … ]
Tag: dow
JANUARY EFFECT? NO THANKS.
The January Effect (https://www.investopedia.com/terms/j/januaryeffect.asp) is a widely followed theory. It is the basic idea that so goes January so goes the year. The January effect, however, has not proven to [ … ]
A SHOT ACROSS THE BOW
Yesterday was what I like to refer to as a “shot across the bow” type of day. A warning shot, if you will…. The market has become very complacent despite [ … ]
MAULDIN ON 2009
John Mauldin has an excellent new report out regarding 2009. If you don’t follow him he’s a must read. His website can be found at www.2000wave.com As I have in [ … ]
DOES HANK KNOW SOMETHING WE DON’T?
The disclosure Friday afternoon that the government has a plan in place to save banks such as Citi is both reassuring and alarming. In October, Paulson disclosed that the government [ … ]
2009 INVESTMENT PREDICTIONS
2008 Investment Predictions The following are my investment predictions from 2008 (posted December 28th 2007). The 2009 predictions are found at the bottom of the page. 1. We are entering [ … ]
THE VEGAS BUILDING BUBBLE
Nothing was more emblematic of the housing bubble than Vegas. Incredibly, the commercial real estate market in Vegas appears even more frothy than residential. You have to see it with [ … ]
NO SLOW-DOWN IN THE HOUSING CRISIS
The Case Shiller figures this morning were downright awful. At a time when many think the housing problems may be improving (mostly driven by government intervention) it actually appears that [ … ]
WILL THE FED’S INTERVENTION WORK?
The Fed has implemented an alphabet soup of market interventions (TALF, TARP, CPFF, TAF, etc) in the last few months. Many of these programs are exploratory and the results are [ … ]