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Viewing Profile: Syndicated Publisher
Latest Posts by Syndicated Publisher
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Market’s Bill of Health: Cyclicals Are Back!By Syndicated Publisher on May 14, 2013 | No Comments
Sentiment in the markets plunged to levels not seen since the March 2009 lows despite the market heading to new highs. Many pundits were confused by this given the market’s action; however, what was taking place was that cyclical sectors and small cap stocks were suffering pullbacks, which were be... -
Part I: A Brief History of Cycles and TimeBy Syndicated Publisher on May 13, 2013 | No Comments
If I’ve learned one thing over the last 12 years from following markets, economics, and geopolitics is this: no man can push the Wheels of History. It unfolds in its own time and no other. I am honored to publish a deeply insightful two-part essay by longtime contributor Eric A. on long-term cycle... -
Huge India Home Price Bubble Ready To Burst!By Syndicated Publisher on May 13, 2013 | No Comments
Here are some interesting charts by Deepak Shenoy on the India Housing Bubble. India HPI click on any chart for sharper image India home prices have been going up at a compound annual growth rate (CAGR) of 26% since March of 2009. Mumbai and Delhi Shenoy reports Mumbai is growing at a CAGR of... -
Free EWI Report: Gold and Silver To Drop FurtherBy Syndicated Publisher on May 13, 2013 | No Comments
Major pullbacks like Friday’s are often followed by big bounces, but as gold and silver threaten to breach the recent April lows, many investors have an important question in mind: Are we in the early stages of a gold and silver bear market, or is downward pressure on the metals setting up ano... -
Apple Bounce Benefits Technology Sector!By Syndicated Publisher on May 13, 2013 | No Comments
Apple (AAPL) has been rallying since it hit a 52-week low in April, a fact that has benefited the broad market in general and the technology sector in particular. It also gives us another opportunity to demonstrate the disadvantages of cap-weighted indexes compared to their equal-weighted counterpar... -
Wall Street Bears Hard To Find AnymoreBy Syndicated Publisher on May 13, 2013 | No Comments
Bears have quickly become an extinct species on Wall Street, or at least have gone into hiding. By most measurements investor sentiment is at high levels of confidence and bullishness (low levels of bearishness and fear), usually seen at rally and market tops. The NAAIM Sentiment Index (National As... -
ECB Ponders Buying Periphery Toxic DebtBy Syndicated Publisher on May 13, 2013 | No Comments
In an effort to stimulate small and medium (SME) lending the ECB considers acquiring banks toxic debt of the periphery. Via mish-modified translate from Spanish Libre Mercado. The European Central Bank (ECB) could “soon” start buying bad debts of Southern European countries in an att... -
Will Abenomics Put Japan Back On The Map?By Syndicated Publisher on May 13, 2013 | No Comments
In a special Outside the Box today, Keith Fitz-Gerald, Chief Investment Strategist for Money Morning, dissects “Abenomics,” the radical, not to say outlandish, fiscal moves that the newly installed government of Japan is making. And Keith has a ringside seat: he spends much of e... -
SPX Topping ValuationsBy Syndicated Publisher on May 12, 2013 | No Comments
As the US stock markets keep on levitating, the bulls continue to rationalize this inexplicable melt-up by claiming stocks are still cheap. They use this as a justification to buy high. But is this true? Not by a long shot! Today the US stock markets are just as expensive in classic valuatio... -
It’s Still Fool’s Gold For A While Yet!By Syndicated Publisher on May 11, 2013 | No Comments
Long secular bull markets in any asset class tend to fool us into believing their prices only go up. Tulip bulbs, Beanie Babies, baseball cards, Florida real estate, internet stocks. And they do only go up and it’s exciting – until their bubbles implode. Gold has one of the clearest patterns of ... -
New Update: Stunning Demographic Employment TrendsBy Syndicated Publisher on May 10, 2013 | No Comments
The Labor Force Participation Rate (LFPR) is a simple computation: You take the Civilian Labor Force (people age 16 and over employed or seeking employment) and divide it by the Civilian Noninstitutional Population (those 16 and over not in the military and or committed to an institution). The resul... -
Another Housing Bubble?By Syndicated Publisher on May 10, 2013 | No Comments
It’s easy to spot a Fed-sponsored housing bubble if you look in the right places. The best place to start is an analysis of price inflation as measured by the BLS as compared to a CPI-variant that takes actual housing prices into consideration instead of rent. This is a followup to my post Di...
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