Category: Financial Markets 2012
The analysis published under this category are as follows.
Saturday, October 20, 2012
U.S. Dollar, Bonds, Gold, Commodities, and Stocks October Trend Forecasts / News_Letter / Financial Markets 2012
By: NewsLetter
The Market Oracle NewsletterOctober 5th , 2012 Issue #15 Vol. 6
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Saturday, October 20, 2012
Trumping Tricks with No Treats = Investor Opportunities / Stock-Markets / Financial Markets 2012
By: DeepCaster_LLC
“I don’t see Silver going below $30…” David Morgan, Silver Guru
Understandably so, David Morgan.
Just a week ago 3.6 Million Ounces of Physical Silver were removed from the COMEX Registered Inventory – fully 17% of the Total Registered Inventory of Silver. There are Big Buyers of Physical Silver.
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Monday, October 15, 2012
Did Bernanke Bluff the Markets About QE3? / Stock-Markets / Financial Markets 2012
By: Graham_Summers
The markets roared from June to September, ever Fed mouthpiece Jon Hilsenrath of the WSJ penned an article calling for more QE in June. Fast-forward to mid-September and the Fed did indeed announce QE3, a plan that will see the Fed monetize $40 billion worth of Mortgage Backed Securities in addition to its plans to Twist $45 billion worth of Treasuries per month: a total monetization scheme of $85 billion.
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Monday, October 15, 2012
Gold And The Disappearing Yield, Death of Equities? / Stock-Markets / Financial Markets 2012
By: Darryl_R_Schoon
Traditionally, when economies expanded stocks outperformed bonds; but these aren’t traditional times and although economies have expanded, over the past 30 years bonds have outperformed stocks.
Since 1981 the return on long-term government bonds averaged 11.5 %. The S&P stock index averaged 10.8 %; and, since 2000, the returns of stocks over bonds have widened. A major reason why bonds have done better is that since 1982 government bond yields have been declining; and when bond yields decline, bond profits rise.
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Friday, October 12, 2012
Goldman Sachs View on the Election, Economy and Euro-zone Crisis / Stock-Markets / Financial Markets 2012
By: Bloomberg
Goldman Sachs President Gary Cohn told Bloomberg Television's Sara Eisen today that he will "probably read" Greg Smith's tell-all book, "Why I Left Goldman Sachs," which comes out on October 22nd.
Cohn also discussed the global economy, saying that "I understand what the [Federal Reserve is] trying to do and I will tell you this, this is going to be difficult to stop or to exit.
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Saturday, October 06, 2012
Surmounting Budgetary Crystal Meth and the Ring of Fire / Stock-Markets / Financial Markets 2012
By: DeviantInvestor
“…when it comes to debt and to the prospects for future debt, the U.S. is not a ‘clean dirty shirt.’ The U.S., in fact, is a serial offender, an addict whose habit extends beyond weed or cocaine and who frequently pleasures itself with budgetary crystal meth….
“The International Monetary Fund, the Congressional Budget Office and the Bank of International Settlements compute a ‘fiscal gap’, which is a deficit that must be closed either with spending cuts, tax hikes or a combinations of both which keeps a country’s debt/GDP ratio under control…
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Saturday, October 06, 2012
Once In A Lifetime Cracker Jack Investment Opportunities / Stock-Markets / Financial Markets 2012
By: Eelco_Lodewijks
Conclusion
Looking at a brief list (<1 page) of looming crises coupled with the best investment strategy for each, I come to this even shorter conclusion. The common Denominator is going long Gold and Silver. Secondary Strategies would be shorting a) The Dollar, b) Bond Markets and c) Mega Banks (could be bailed out?) in that order.
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Saturday, October 06, 2012
Global Economic and Political Evaluation / Stock-Markets / Financial Markets 2012
By: Eelco_Lodewijks
WHAT WE KNOW – AND WHAT IT TELLS US
This is not an exhaustive list, but enough to make you sit up and think.
This is a Global Evaluation and South Africa may be less badly affected, but, when the rest of the world catches a cold, South Africa catches Double Pneumonia.
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Friday, October 05, 2012
U.S. Dollar, Bonds, Gold, Commodities, and Stocks October Trend Forecasts / Stock-Markets / Financial Markets 2012
By: Chris_Vermeulen
Over the past year we have had some really interesting things unfold in the market. Investing or even swing trading has been much more difficult because of all the wild economic data and daily headline news from all over the globe causing strong surges or sell offs almost every week.
For a while there you could not hold a position for more than a week without some type of news event moving the market enough to either push you deep in the money or get stopped out for a loss. This has unfortunately caused a lot of individuals to give up on trading which is not a good sign for the financial market as a whole.
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Thursday, October 04, 2012
Investment Poker: Nightmare in the Danger Zone / Stock-Markets / Financial Markets 2012
By: DeviantInvestor
You just took $500,000 (half your net worth) and sat down at a no-limit Texas Hold ‘em game in the Wall Street Casino. You are anxious but feel confident, based on good intelligence and planning. Then you look at the other players at the table:
•A prominent Washington D. C. lobbyist.
•A TBTF (Too Big To Fail) banker with deep political connections.
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Wednesday, October 03, 2012
Implications of November's U.S. Presidential Election on Private Equity / Stock-Markets / Financial Markets 2012
By: Bloomberg
Steve Schwarzman, Chairman and CEO of Blackstone, sat down with Bloomberg News' Jason Kelly and said that election scrutiny of private equity may pay off: "There's a point of view that these business have performed very well for institutions...Ironically, it gave the public and other people a chance to think through these arguments."
Schwarzman also said, "We have not seen any of the blow back that you might expect."
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Tuesday, October 02, 2012
We're Deep In The March Toward Economic Socialism / Politics / Financial Markets 2012
By: Money_Morning
Shah Gilani writes:
Have you noticed that the world is on a creeping - some (that would be me) would say cascading - slide into socialism?
It started with one giant step in the direction of economic socialism.
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Monday, September 24, 2012
U.S. Dollar Frenzy Selling Opening Up Bullish Opportunities / Stock-Markets / Financial Markets 2012
By: Darah_Bazargan
A market that experiences a climatic selling frenzy can often generate hyper-sold conditions which merit for an oversold rally, but not one that is sustainable to recover from such severe technical damage. Instead what occurs is prices fall back at minimum to retest the prior low, but the decline in motion is not nearly as dramatic. Thereafter becomes a scrimmage between both buyers and sellers until a general support area can be agreed upon, and to where the next bottom can then be established.
Sunday, September 23, 2012
Bernanke QE to infinity Sacrificing the U.S. Dollar / Stock-Markets / Financial Markets 2012
By: WavePatternTraders
For those that remember there is a great film called The Ten Commandments and a classic line by Yul Brynner “So it is written so it shall be done”
On the 13th September Ben Bernanke did something that will likely go down in history, I won’t bore readers any further with the details suffice to say “So it is written so it shall be done”.
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Saturday, September 15, 2012
How Investors Can Protect Themselves in a Politicized Economy / Stock-Markets / Financial Markets 2012
By: The_Gold_Report
Right on the heels of the Republican and Democratic National Conventions, the recent Casey Research Summit in Carlsbad, California—cosponsored by SprottGlobal—focused on a timely theme: "Navigating the Politicized Economy." The somber revelations of the summit contrasted with the buzz of the party conventions. The Gold Report sat down with Louis James, Casey Research's chief metals and mining investment strategist, Rick Rule, founder of Global Resource Investments, and Marin Katusa, Casey Research's chief energy investment strategist, to discuss how investors can position themselves in a politically driven economy.
Friday, September 14, 2012
Disinformation Avoidance for Investment Health, QE to Infinity / Stock-Markets / Financial Markets 2012
By: DeepCaster_LLC
“The Big One Cometh” we wrote last week, and indeed IT, at least two Legs of IT, Did.
First, The ECB announced a program of “Unlimited Bond Buying,” “Q.E. to Infinity” as Jim Sinclair put it months ago and we concurred.
And now, The Fed has announced it will buy $40 Billion of Mortgages per Month for an unlimited time period.
But The Fed already has $2.8 Trillion on its Balance Sheet, and the ECB over $3 Trillion. The Powers-that-be claim this is not inflationary, but recent real Food and Energy Price Inflation show this to be untrue. And there is no mention of the problems of buying Impaired Collateral.
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Thursday, September 13, 2012
Dollar and Gold Resting on the Bernanke Decision / Stock-Markets / Financial Markets 2012
By: Darah_Bazargan
Often is the case that the dollar will reverse just before or within days of a major anticipated news event. If I'm right, today's potential bottoming tail candlestick just shy of the Fed’s announcement tomorrow may be an indication of a Bernanke disappointment. On this basis, the dollar has bottomed and will likely undergo a sharp upward reversal into the remainder of this week.
Tuesday, September 11, 2012
Forex, Financial and Commodity Markets Shackles broken / Stock-Markets / Financial Markets 2012
By: Capital3X
The title of the post should have conveyed my thoughts. The shackles on ES and copper and AUDUSD and AUDJPY have been broken. Same for bond markets. There seems to be perfect harmony between the inter markets and this is where it gets safer to trade. Some weeks like last are difficult. Some weeks like the one coming could be easier to trade. But that is matter of perspective and hence treat all weeks similar.
Time to look at all those detailed analysis and charts. Make sure you roll down to the end of the post read the summary as well.
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Monday, September 03, 2012
The Direction of Silver Prices before QE Forever / Commodities / Financial Markets 2012
By: Dr_Jeff_Lewis
The price of silver has moved up from $27.50 seen just a week ago to stage a test of the $31.00 level. Although technical traders may consider this market currently over bought, the fact remains that a bull market can stay over bought for quite a long time.
It will be interesting to look back on this rally that began in the wake of the Financial Times’ story about the CFTC’s lack of evidence and impending conclusion of its four year study into manipulation of the silver market.
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Friday, August 31, 2012
Gold Profit Nuggets From Grand Delusions / Stock-Markets / Financial Markets 2012
By: DeepCaster_LLC
“Keynesian and monetarist economists claim all that’s needed to return prosperity in the PIIGS countries is looser money and their own currencies. The next best thing would be transforming the character of the euro from that of the German mark to the Italian lira. They’re wrong. A policy that tries to restore conditions that existed before the euro crisis will fail, just like the foolish U.S. policy effort to reinflate the housing bubble. Prosperity comes from savings and investment, not government deficits and welfare state programs financed by the printing press.” (emphasis added)
Dan Amoss, CFA, Agora Financial, 8/24/12
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