Post Tagged with: "investing"
Chart of the Day: The Shanghai Bounce
The Shanghai has put in its best two day performance since September ’09, rising 5.8 percent. After its post crash peak in August 2009, Chinese stocks have fallen almost 40 percent before hitting their lows last Friday
The fireworks will start with Spain or Italy
Here’s what I had to say about Europe on Capital Account with Lauren Lyster on Thursday night. I’m not bullish on the real economy there (but I still expect relative share outperformance due to lower P/Es). The US is having a bit of a data surge to the upside: housing, employment, manufacturing, all of these numbers have been better of late
Jeffrey Gundlach’s Bond Outlook
Here’s the skinny on how Jeffrey Gundlach sees the best tactical bond market approach for US-based investors
Byron Wien’s Ten Surprises for 2012
As always, I present you Byron Wien’s Ten Surprises for 2011. He is bullish yet again – on both the US and emerging markets
A Tale of Two Markets
The Shanghai has turned down this evening after opening up and looks to continue the downtrend. That is one ugly chart. Meanwhile, the S&P500 looks like it really wants to resolve its wedge formation to the upside. After a year of head fakes, bull and bear traps, traders may have lost a little trust in the charts, however. A good employment number on Friday may provide a nice catalyst for some resolution
Chart of the Day: S&P500 2011 Heat Map
A visual representation of how stocks in the S&P 500 fared in 2011 with Green for gains and red for losses
Chart of the Day: Market Year in Review
Wow! Who would of thunk it. The Dow the only major global equity index positive for the year. U.S. Treasuries up 15-20 percent, the dollar index (Dixe) positive; Brazil and Chinese equities down 20 percent and India down almost 25 percent. Copper was on everybody’s buy list at the beginning year, finished down over 20 percent; and foodstuffs had nowhere to go but north, finishing flat after spiking earlier in the year and taking most of the political leaders in North Africa with them
John Mauldin: The Matterhorn Interview
Investment advisor John Mauldin explains his attitude towards austerity measures; a return of the gold standard; the euro crisis; and the willingness to bailout everyone that makes capitalism and monetary systems stop working
Video: Gold Bubble Seen by Soros on Brink of Bear Market
Gold is poised to complete its 11th consecutive annual gain, the longest winning streak in at least nine decades, on the brink of a bear market. George Soros, the billionaire who two years ago called it the “ultimate asset bubble,” cut 99 percent of his holdings in the first quarter, Securities and Exchange Commission data show. Betty Liu reports on Bloomberg Television’s “In the Loop.” (Source: Bloomberg Television)
Euro Swan Dive Splashes Santa
This morning’s swan dive in the euro stopped the Santa rally right in its tracks. We have two questions: 1) Has the ECB shot its wad as the lender of last resort providing massive liquidity to the banking system and leaving little ammunition for the distressed sovereigns; 2) Will money demand remain stable in the eurozone as the monetary base explodes? That is, will the Germans keep their money in Europe
Volatility Lurks
The S&P 500 volatility index – the VIX – is a measurement of volatility expectations. It has fallen 50% since the (latest) agreement to save the euro was announced. If the VIX falls to 18, call options are worth considering
Market Sentiment Improves After ECB LTRO
US dollar is mixed vs. majors Thursday as market sentiment improving a bit in the wake of ECB’s 3-year LTRO. Merkel advisor Bofinger warned that the euro zone has six months to solve the debt crisis; Greek creditors reportedly balking at IMF haircut proposal; France downgrade rumor made the rounds again. HUF stabilizes after S&P downgrade but further weakness likely; Turkey central bank leaves rates steady at 5.75%, as expected