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Blog Profile / Financial Sense


URL :http://www.financialsense.com/
Filed Under:Business & Finance / Investing
Posts on Regator:7010
Posts / Week:39.1
Archived Since:February 23, 2011

Blog Post Archive

Deteriorating Breadth Warned of Pullback, Now Hinting at Near-Term Bottom

Given the persisent deterioration in market breadth starting around the beginning of July, I began cautioning over the last couple weeks that risks for a correction were starting to build. Now that the S&P 500 and the Dow Jones Industrial Average have finally cracked, the question is how much more damage is to come?

Crosscurrents “R” Us

Stock market action finally became interesting for a change today, both on and beneath the surface. First of all, the SPOOs [S&P 500 index futures] were weak overnight, for no particular reason, though the mainstream media tried to make up several excuses ranging from Argentina's default...

Expect Higher Treasury Yields in Second Half

While many investors refuse to accept this fact, we are clearly marching toward higher treasury yields later in the year and in 2015. Even after today's bond selloff, we are still around the yield levels we had during...

Will Crashing Commodities Crash the Stock Market?

There are some analysts out there who maintain that the precipitous decline in commodity prices this year bodes ill for the stock market. Witness for example the dramatic drop in the price of corn.

The Four Biggest Threats to this Bull Market

These are four of the biggest threats to the bull market. According to Hugh Johnson Advisors, first is the threat of oil skyrocketing over the turmoil in the Middle East, and natural gas prices soaring as Russia retaliates over U.S. and European trade sanctions.

King Coal Deposed in West, but Reigns in East

In the U.S., coal consumption has been flat to declining for the past 20 years. Just since 2007, U.S. coal consumption has fallen by more than 20%. This is the primary reason the U.S. leads all countries in reducing carbon dioxide emissions over that same time period.

Alphabet Soup: GDP, ECB, QE and Q2

Stocks opened lower in today’s session, with Europe-centric concerns and more follow-through from Wednesday’s Fed statement as the likely catalysts. The jobs report coming out tomorrow has assumed even greater significance following the strong...

The Trillion Dollar Question: What Happens When Quantitative Easing Ends?

One of the great questions being debated right now is how will the market react once QE3 ends this October. Those who believe asset prices (namely stocks, bonds, and real estate) are being supported by the Fed, and not by underlying economic growth, expect a correction or worse once the Fed withdraws its support.

Economy Expands at 4.0% Annual Rate in Q2

The Commerce Department reported that the U.S. economy expanded at a rate of 4.0 percent in the second quarter, well above the consensus estimate of 3.0 percent, and the contraction during the first quarter was revised up from a -2.9 percent rate to -2.1 percent.

M.A.D. Sanctions; Two Games at Once

Sanctions are a lose-lose-lose game. Consumers lose, businesses loses, countries lose. And the hypocrisy alone is appalling.

Fed Exit a Blue Pill?

While we are busy arguing whether the Fed’s exit will consist of rising rates, reverse repos or the trimming of its massive portfolio, the Fed may well be fooling all of us. Investors must have been swallowing lots of blue pills not to see the illusion hiding in plain sight.

Q3 Estimates Beginning to Slip

Earnings remain front and center in today’s session even as we move into the second half of the Q2 reporting season, which has broadly offered a positive and reassuring picture of corporate profitability.

Consumer Confidence Surges; Highest Since the 2007 Market Peak

The Latest Conference Board Consumer Confidence Index was released this morning based on data collected through July 17. The headline number of 90.9 was an improvement over the revised June final reading of 86.4, an upward revision from 85.2.

Energy Myths and Conspiracy Theories

Ah, myths, urban legends and conspiracy theories -- don’t you just love ‘em? Still, you would think that in this day and age, when information flows more freely than ever before, they would be less prevalent than they were in the pre-Internet days.

U.S. Home Price Gains Slow … or Reverse

Standard & Poor’s reported(.pdf) that U.S. home price gains have slowed dramatically in recent months and, on a seasonally adjusted basis, home prices have now declined for the first time in two-and-a-half years as shown below.

How BRICS’ New Bank Will Challenge the West

BRICS countries have launched the New Development Bank with the aim of boosting infrastructure investment. The new bank may not become a key lender in the world economy but could challenge Western development policy.

Yamada on Market Top, Multi-Year Breakouts in Tech Stocks, and Downtrend in Gold

Our recent market technician, Louise Yamada, provides her view on what to watch for a market top, while noting that multi-year breakouts in a number of large tech names may offset losses in other areas and drive more rotation.

The Case for a Bull or Bear Market in Two Charts

Which appears more likely—a straight-line extension of the past two years' rise in stocks, or another "impossible" decline to complete the megaphone pattern?

Are Commodities Talking to Us?

Markets often do talk to us, if only we would listen. Our ears serve as only part of listening. An open mind is also required. Regrettably, minds receptive to new thoughts and questions have been somewhat outmoded in the investment world for many years. Why else do so many seem to ignore what commodities are saying?

Respecting the Message of Bob Farrell’s Rule #7

There are many successful investors who have accumulated decades of experience and have drilled down their pearls of wisdom to insightful lists. One such list, or ten rules to remember, comes from legendary investor Bob Farrell who spent decades at Merrill Lynch & Co. and retired as their chief stock market analyst in 1992.

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