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Stock Market Investing: The action of the equity markets over the last couple of weeks has been, to say the least, suspect. Today, the averages are testing support at the 50-day moving average and the uptrend line that goes back to March, the beginning of this Fed induced, government sponsored rally. For your edification I will highlight just a few […]
Stock Market Investing: The Equity markets were down across the board Friday as the week ended. Last week was a week of churning and distribution, two actions I hate to see during a market advance as they often mark the end of a rally. To make matters worse the churning has occurred at key areas of resistance on all three […]
Just as I suspected!! Well, apparently my conclusions are sound. Today the U.S.$ price is down more than 3/4% making a new low and news out of the UK is leading the charge. The Pound Sterling has gained 5% this week alone vs. the U.S.$. Today’s comments out of the BoE speak directly to the points I highlighted yesterday…. […]
More economic numbers out this morning that suggest a continuation of the status quo. The Fed can point to the PPI numbers and pretend there is no inflation… September Core PPI Y/Y +1.8% vs +2.0% consensus, prior +2.3% September PPI Y/Y -4.8% vs -4.3% consensus …So rates can remain low to help the listless housing market… September Housing Starts 590K […]
Tea Leaves; in the last couple of days there have been a lot of them, so let’s start reading:The tangible parts of GS’s earnings were suspect (Investment Banking -38%, Asset Management -6%, Trading and Principal Investments -7%) while the FICC unit (Fixed Income, Currency, Commodities) showed all the gain. “Net revenues in FICC were $5.99 billion, significantly higher than the […]
Today we are going to follow the footprints of the hyper-inflation/stagflation trade that I have been writing so much about. By simply understanding the impact of the important news stories and avoiding the noise of the traditional media outlets, tracking our quarry will be relatively easy. AA Alcoa beats by $0.13, beats on revs (14.20 +0.31) Reports Q3 (Sep) earnings […]
Gold breaks out to a new high up 2.4%, Silver up 4.36%, the equity markets are up over 1.5%, and the U.S.$ is down another .66%. The inflation trade is alive and well. I would like to begin with a quick comment on Nouriel. I have reprinted the essence of his most recent comments for your perusal: Nouriel Roubini appears […]
Investment Strategy, Equity Market Trouble, “Positive” GDP, Norway Increases Rates
Stock Market Investing: The equity averages are down another 2.5+% today capping off an awful week during which time the uptrends from March and the 50day moving averages have been violated. The price action should not come as a shock but instead as a reminder of the tightrope the Fed must walk in order to keep this economic house of […]