By announcing a plan to confiscate 5-15% (the number is still undecided) of all bank deposits held in Cyprus, the EU has opened a Pandora’s box of geopolitical, and monetary problems which will change history. At this point, why would anybody trust to keep their money in a European bank? Especially, Italian, Spanish – PIIGS […]
The infamous NYSE-Member firm margin buying chart shows extreme optimism:
Clearly, 3D printing technology is going to be huge. The question is: will today’s high-flying stocks (i.e. 3D Systems NYSE: DDD) be around to reap the reward, or like most pioneers end up with arrows in their back? The market is getting frothy, and the bubble is forming….Anyone who remembers Iomega in the 90’s or […]
Too many investors are bullish, and happy right now says Doug Kass.
All technical indicators now conform that stocks are in a Primary Bull Market. For the complete details, story here
Doug Kass’ list for top surprises for 2013 makes for the most interesting read ever. Kass expects stocks to essentially stay flat in 2013, with a weak first half and a comeback in the second half of the year. Full story here
NYSE margin debt is now at it’s highest level since 2007, as traders are “all in”..
In his “Top 10 Surprises” for 2013 Byron Wien sees the Nikkei continuing bullish trend in 2013 as exports are driven by plunging Yen. Wien also sees US domestic energy production booming as Obama administration decides that Energy, Housing, and Infrastructure are the way to drive job growth. Amongst, other themes, he sees a glut […]
The “official” end of the Great Recession was New Years Day 2013, according to analyst Russ Fischer. The inflection point was Congress finally getting it’s act together on taxes and spending. This removed some of the uncertainty which has been overhanging the economy the past few years. Most importantly, some big macro trends have been […]
2013 will be the “blowoff” year for the gold bull market according to analyst Tom Iacono. Investors are “seriously underweight metals and mining stocks” and low real interest rates are bullish for metals. Article
What are Doug Kass' top predictions for 2012?
It's official: 70's inflation is here. How to profit.
Stocks full valued, and investors complacent. Time to go long volatility?
Bullish tailwinds for stocks in the new year.
Stocks heading lower after parabolic up move.