Analysis Topic: Market Oracle Newsletter
The analysis published under this topic are as follows.
Thursday, October 09, 2008
Keyser Soze Heists Main Street Out of $700 Billion / News_Letter / Credit Crisis Bailouts
By: NewsLetter
October 5th , 2008 Issue #31 Vol. 2The greatest heist in history took place on Friday when congress was CONNED into signing away $700 billion accompanied by SOME $120 billion of pork.
The Usual Suspects, Paulson, Bernanke and Cox (the Chair of SEC) over the last 10 days have proceeded to spin their verbal scare story to both the Democrats and Republicans into joining forces to hand over a ransom of $700 billion in the form of a blank check to the aid bankrupt banks to off load losses onto the US tax payer.
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Monday, October 06, 2008
Countries Can Go Bankrupt Too! / News_Letter / Credit Crisis 2008
By: NewsLetter
October 2nd , 2008 Issue #30 Vol. 2Dear Reader,
Gordon Brown confirms that to all intents and purposes all UK savings are guaranteed to £50,000 per depositor per financial group. This is a reaction to the the Irish governments decision to guarantee all depositor savings at 100% for 2 years which has ignited a flood of scared monies seeking refuge within Irish banks that have operations within the UK. This has resulted in increasing calls from media commentators and politicians for the UK government to follow suit with a similar 100% blanket guarantee.
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Monday, October 06, 2008
Bradford & Bingley- UK Mortgage Bank to be Nationalised / News_Letter / Credit Crisis 2008
By: NewsLetter
September 27th , 2008 Issue #29 Vol. 2Dear Reader,
Bradford and Bingley's slow 12 month death march towards the same fate as Northern Rock finally looks set to have come to an end with expectations on Sunday that the beleaguered bank will be nationalised with a view to a break of the bank and liquidation of assets so as to cover in part the estimated £20 billion bailout cost that is required to fill the gap between assets and liabilities. The toxic mortgages will probably end up with the government owned Northern Rock bank which will increasingly be seen as the UK Governments Toxic Mortgage Dump where the tulip backed securities of further bank busts and partial bailouts will end up.
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Monday, September 29, 2008
Gold Bull Market Trend Forecast / News_Letter / Gold & Silver
By: NewsLetter
September 23rd , 2008 Issue #28 Vol. 2 Dear Reader, Leaving aside the historic credit crisis events of last week to approach the Gold market on a purely technical basis following the breakout above $850 last week. This article therefore is an update to my existing series of analysis of the last 6 months which has been consistently bearish of Gold (articles archive) during which time Gold has witnessed a decline from $1033 in March to $740 earlier this month.Read full article... Read full article...
Wednesday, September 24, 2008
Hedge Funds Drive Britain's Biggest Mortgage Bank Towards the Edge of Collapse / News_Letter / Corporate News
By: NewsLetter
September 17th , 2008 Issue #26 Vol. 2Dear Reader,
Hedge funds over the last 3 days have been in relentless pursuit of Britain's biggest mortgage bank, Halifax Bank of Scotland (HBOS) as the next bank to be pushed over the credit crisis and housing bear market cliff, amidst an atmosphere of global defaults in the wake of Lehman's collapse on Sunday. In emergency action both sanctioned and sponsored by the Bank of England saw Lloyds TSB step in to buy the Bank before the Government was forced to step in and rescue the bank much as happened following the Northern Rock bust in September 2007. Only at that time the Bank of England in a huge unforgivable blunder that destroyed much of the central banks credibility, PREVENTED Lloyds TSB from taking over Northern Rock.
Thursday, September 18, 2008
No Bailout for Lehman as Fed Awakens to Bond Market Crash Risk / News_Letter / Credit Crisis 2008
By: NewsLetter
The Market Oracle Newsletter September 14th , 2008 Issue #25 Vol. 2Dear Reader,
My Fridays commentary closed with expectations that the weekend would see the formerly worlds fourth largest investment bank, Lehman's Brothers taken over by one or a consortium of bidders at mere peanuts of its former valuation further sweetened by a healthy subsidy from the US government / central bank. However the noises emanating from Hank Paulson at the US Treasury department over the weekend of having drawn a line against an effective bailout of the bankrupt investment bank, this will not live up to bidder expectations of providing tens of billions of tax payers money so as to enable a relatively risk free takeover by other banks, this therefore results in suitors in advanced talks such as Barclays now declaring their withdrawal from a possible weekend bid for the bank and indicates that Lehman's is now heading directly towards bankruptcy.
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Tuesday, September 09, 2008
Credit Crisis Phase II - The Economic Crunch / News_Letter / Credit Crisis 2008
By: NewsLetter
September 6th , 2008 Issue #23 Vol. 2Dear Subscriber,
The credit crisis having manifested itself most evidently during the past 12 months through the continuing tightening in the availability of credit to all sectors of the economy despite government and central bank actions of pumping hundreds of billions of dollars if not more than $1 trillion into the financial system so as to prevent a chain reaction of bank failures as the worlds big banks continue to announce ever larger bad debt provisions each and every quarter.
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Saturday, September 06, 2008
The US Dollar Bull Market Special / News_Letter / US Dollar
By: NewsLetter
August 18th , 2008 Issue #22 Vol. 2 Dear Subscriber, The US Dollar ended the week with a sharp rally that confirmed the recent breakout and the base building that began following the March 2008 low of 70.70, analysis at the time suggested that the Dollar was heavily oversold and projected a target towards $78, which is now in reach following the USD Index close of 77.15 on Friday.Read full article... Read full article...
Saturday, August 02, 2008
Stock Market Battles Between Technical's and Fundamentals / News_Letter / Global Stock Markets
By: NewsLetter
Stocks bounced from extreme oversold levels just over a week ago, the imminent low was called for the Dow index on the 14th July, which laid a rough road map for a volatile stocks rally into September 2008. However technical's are at the mercy of two key fundamentals and those are corporate earnings and the deepening credit crisis.Read full article... Read full article...
Monday, July 28, 2008
US Banking Crisis Goes from Bad to Worse / News_Letter / Credit Crisis 2008
By: NewsLetter
15th July 08The last four days have seen the already distressed US banking sector lurch towards the precipice of a full blown financial system meltdown. Banks that have already seen stock price falls of as much as 90% were again hit today with many falling a further 5% to 10% on fears that a series of cascading bank failures were about to be triggered following the collapse of Indymac bank on Friday, as a run on the bank had panicking depositors withdrew funds at the rate of a billion a day.
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Wednesday, June 25, 2008
Emerging Markets Mega Trend Investing / News_Letter / Emerging Markets
By: NewsLetter
The western economies led by the United States are teetering on the brink of recession, which is expected to be followed by a prolonged period of slow growth if not something worse namely stagflation.
Meanwhile the emerging economies continue to consolidate their strong growth rates, buoyed by huge trade surpluses from strong exports of consumer goods and raw commodities enabling governments to embark on huge infrastructure building projects. These economies are increasingly feeding their domestic construction and consumption booms as the developing world continues to make the mega shift to the developed world.
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Sunday, June 08, 2008
Secrets to Successful Investing- Special / News_Letter / Learning to Invest
By: NewsLetter
Many small investors seem to repeatedly make the same old mistakes of either getting on board of a trend just as the trend ends or holding onto to losing investments in the hope of an eventual bounce back.
Therefore this weeks newsletter has a mix of education as well as up to date examples of strategies that illustrate how investors need to gear their thought processes towards key elements of successful investing which include :
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Saturday, May 31, 2008
Energy and Natural Resources Bull Market Investing / News_Letter / Resources Investing
By: NewsLetter
The world is now several years into the commodities secular bull market that is expected to span many decades. Undoubtedly the market trends will contain many mini-bear markets within the overall bull market as prices are bid higher by speculators chasing limited supply as we have witnessed with rice these past few weeks and are likely to witness with crude oil later this year.Read full article... Read full article...
Tuesday, May 27, 2008
US and UK Housing Bear Market Trends / News_Letter / UK Housing
By: NewsLetter
The housing bear markets continue to bite into economic activity as the US heads for recession this year and the UK during 2009. The US is still showing no signs of a housing bottom having fallen by 3.1% in the first quarter of 2008 according to government statistics, and foreclosures rising to a all time high as borrowers walk away from homes sinking into negative equity. The UK housing bear market has now entered its 9th month following the peak of August 2007, having gone negative on a year on year basis for April 08 data, which was one of the primary reasons for the meltdown in the UK Labour parties vote in the recent string of May elections.Read full article... Read full article...
Tuesday, May 20, 2008
Oil Crisis Stagflation Spiral Special / News_Letter / Crude Oil
By: NewsLetter
Crude oil continued to hit its new all time high of $128 today by closing above $127 for the first time, up 96% in 12 months and 165% in 3 years. The impact of the price hike is both inflationary and deflationary at the same time. Inflationary as oil is the life blood of the functioning of global economies and thus resulting in across the board price hikes. Deflationary impacts as the price hike acts as a tax on the consumer from fuel pumps to food stores thus leaving less money in the hands of the consumer to pay for the necessities let alone for luxuries. Read full article... Read full article...
Sunday, May 11, 2008
Stocks- Sell in May and Go Away? / News_Letter / Global Stock Markets
By: NewsLetter
Dear Subscriber,
This weeks newsletter looks at the stock markets trend during the summer months and especially in light of the "Sell in May and Go Away" adage. Meaning to sell stocks during May with a view to buying them back again some time during September.
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Sunday, May 11, 2008
Global Food Crisis Investing Special / News_Letter / Articles
By: NewsLetter
Dear Subscriber,
The food riots across the world illustrate the degree to which the world is seeing a shift from cheap food to the early stages of a mega trend in the agricultural sectors that is set to continue for many years. This impact is not just limited to the developing world but people in the developed world have seen their food costs soar by as much as 50% over the last 12months.
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Saturday, April 12, 2008
The Importance of Stock Market Valuation and Earnings / News_Letter / Stock Market Valuations
By: Nadeem_Walayat
The stock markets have managed to survive further turmoil in the credit markets by managing to rally from the March lows on the back of further central bank lending and interest rate cuts. However, looking forward to corporate earnings during the rest of 2008 in the face of a US recession and slowing economies across the western world. It is very difficult to support the over optimistic earnings growth forecasts that range for many markets of 10% for 2008 and 15% for 2009.Read full article... Read full article...
Monday, March 24, 2008
Credit Crisis Burst's the Commodities Bubble / News_Letter / Credit Crisis 2008
By: Nadeem_Walayat
The Commodities bubble burst this week sending gold sharply lower to $908 from above $1020 earlier in the week (11%). The fall in the silver price was even more dramatic - down to $17 from above $21 (20%).
The declines have been attributed to global deleveraging but frankly mark ups of 20%+ in most commodity markets in recent months had pushed the commodities markets into overbought states that require a retracement. However, deleveraging is real.
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Monday, March 10, 2008
US Recession and Credit Crisis 2008 / News_Letter / Credit Crisis 2008
By: Nadeem_Walayat
The stock market continues to trend lower towards a retest of the January lows with an increasing probability that we are now in a bear market despite a bounce off the January lows as the market prices in a definite US Recession.
The economic situation continues to deteriorate as the credit crunch turns into a credit crisis that has yet to reach its bad debts climax.
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