Separating the Election Nonsense from Reality
Here is the latest Street$marts: http://www.investfortomorrow.com/newsletter/CurrentStreet$marts20121015.pdf
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Date: October 17, 2012
I Guess Yelling is OK
It’s not often that I am part of an interview where guests yell and I do to! Here is the video from the CNBC segment the other day on the Fed’s QE Unlimited. The next Street$marts will be out shortly with a long article on the Fed, ECB and BoJ’s money printing experiments. http://video.cnbc.com/gallery/?video=3000119593&play=1
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Date: October 3, 2012
BOOM Goes the Fed Dynamite
Ben Bernanke & Co. delivered QE3 yesterday by announcing a plan to purchase mortgage backed securities (mortgages) for at least the next two months at roughly $40 billion per month. And the markets were delighted! The best analogy I can offer is that the markets are like crack addicts now and need their steady and regular fix of stimulus. As time goes on, a drug addict usually needs more and more drugs and that’s exactly how the markets are behaving. […]
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Date: September 20, 2012
Time for the Fed & ECB to Put Up or Shut Up
Here is the piece I did last Friday after the putrid jobs report. While the headline number may have indicated an increase of almost 100,000 net new jobs, the underlying data was awful. Additionally, while the unemployment rate may have fallen to 8.1% from 8.3%, it was primarily due to people leaving the workforce than people being hired. We already know that Bernanke & Co. are close to another round of money printing (QE) and this will likely push them […]
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Date: September 20, 2012
WHEN the Bull Market Ends
The latest Street$marts is here… http://www.investfortomorrow.com/newsletter/CurrentStreet$marts20120905.pdf
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Date: September 6, 2012
The Bulls Powering to New 2012 Highs
New Street$marts is out chock full of tidbits with Paul Ryan, the Fed, ECB and stocks on their way to new 2012 highs! http://www.investfortomorrow.com/newsletter/CurrentStreet$marts20120816.pdf
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Date: August 20, 2012
All Eyes and Ears on the Global Central Banks
Here is the link from Friday’s segment: http://video.cnbc.com/gallery/?video=3000108518&play=1 Nothing has changed regarding the outlook for stocks. I think we are in a generally benign period for equities that has been following the typical presidential election year pattern of a Q1 rally, a springtime low and summer rally to a peak. If that continues to hold true, we should see another good bottom in September or October and then rally into year-end. I am sure the market will throw some doubt […]
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Date: August 13, 2012
CNBC’s Closing Bell TODAY at 3:00pm est (and some Fed news)
I am going to be on CNBC’s Closing Bell with Tyler and Maria at 3pm est today. The discussion will likely focus on the very anemic and sub par economic recovery, but certainly not unexpected. As I have written about many times before, this is your typical post financial crisis recovery. It’s frustrating and uneven with little major progress. But this too will come to an end. Earlier this week, we heard from two non voting members of the FOMC […]
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Date: August 10, 2012
Keeping an Eye on Those Canaries
The latest Street$marts is out. http://www.investfortomorrow.com/newsletter/CurrentStreet$marts20120801.pdf
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Date: August 6, 2012
CNBC’s Closing Bell at 3:00pm TODAY
I am going to be on CNBC’s Closing Bell with Bill & Maria today at 3pm discussing the less than positive jobs report as well as the harsh market reaction and the potential response from Bernanke & Co. As soon as I finish wrapping up my quarterly report to clients, I will publish the next Street$marts with some comments on the European Central Bank’s recent action and what the Supreme Court’s ruling on ObamaCare means for the economy and markets. Have […]
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Date: July 6, 2012
