Analysis Topic: Stock & Financial Markets
The analysis published under this topic are as follows.
Thursday, October 02, 2008
Defense of Speculators and Short-Sellers / Stock-Markets / Credit Crisis 2008
By: Alex_Epstein
Amit Ghate writes: Everywhere today government bureaucrats and media pundits blame unwanted price movements on speculators and short-sellers. If prices are “too high”--it's the fault of greedy speculators; if prices are “too low”--it's the work of evil short-sellers. To hear these critics tell it, speculators have the ability to create artificially high prices, while short-sellers can wantonly destroy sound companies. (Ignore for now the obvious question: “Where are the short-sellers in markets that are 'too high' and the speculators in markets that are 'too low'?") Read full article... Read full article...
Thursday, October 02, 2008
Credit Crisis Government Manipulation- Shocking Answers / Stock-Markets / Credit Crisis 2008
By: EWI
Three Questions The Government Doesn't Want You To Ask About the Financial Crisis And 3 Shocking Answers!
Bob Prechter, President of Elliott Wave International (EWI), is no stranger to challenging the status quo. His New York Times bestseller, Conquer the Crash , was published in 2002 before anyone was even talking about the current financial crisis.
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Thursday, October 02, 2008
Financial Crisis Investing: The Big Picture / Stock-Markets / Financial Markets
By: Chris_Ciovacco
While sitting on large cash positions, it is prudent to take some time to examine the big picture. Markets all over the world and the vast majority of asset classes remain firmly in downtrends. Powerful countertrend rallies are to be expected and are overdue. Countertrend rallies can last weeks or months. They will come at some point – we should not let them take our eye off the bear-market ball. We are far from having significant evidence that a lasting bottom is in place.Read full article... Read full article...
Wednesday, October 01, 2008
Banking Crisis Bailouts Analysis Costs and Impacts / Stock-Markets / Credit Crisis 2008
By: John_Mauldin
Do government bailouts in times of banking crises work? Philippa Dunne & Doug Henwood of The Liscio Report highlight a major study of 42 fairly recent banking crises around the world. Result? Some types of government intervention works and some don't. One characteristic that is needed though is speed. Dithering, a la Japan, is a recipe for disaster. This is a brief summary of the report (to which they provide a link) and their conclusions as to the basic outlines of what the US should do. Given that Europe is already in the throws of its own bank crisis, and the rest of the world could experience problems, this should be useful reading. They also provide graphs of banking crises and comparisons with developed countries and the resulting market experience. Read full article... Read full article...
Wednesday, October 01, 2008
Stock Market Investment Opportunities to Come After the Crash / Stock-Markets / Financial Crash
By: Money_and_Markets
Nilus Mattive writes: I just got back from Bangkok, and beyond the terrific temples and fascinating foods, two things stand out ...
#1. The city's vigorous construction activity, especially the workers hammering away (day and night) right outside my bedroom window.
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Wednesday, October 01, 2008
US Economic Data and Events for October 1st, 2008 / Stock-Markets / Articles
By: Joseph_Brusuelas
• Equity markets saw a broad based relief rally caused by a breakout of optimism that the U.S. Congress will revisit the $700bln rescue package • The FDIC requested temporary authority to increase the deposit insurance limit from $100K to shore up the growing crisis of confidence in the domestic banking system. Members of Congress have suggested the limit could be raised to $250KRead full article... Read full article...
Wednesday, October 01, 2008
Spreading Global Banking Crisis and its International Ramifications / Stock-Markets / Credit Crisis 2008
By: William_R_Thomson
The United States prides itself on being the home of free market capitalism, governed by the rule of law. However, the rapidly developing capital market crisis demonstrates once again that, faced with a systemic crisis, rules and ideology take second place to pragmatism. A similar incident happened on 15 August 1971 when Nixon arbitrarily ditched the solemn US international pledge to honour the Bretton Woods Agreements making the dollar convertible into gold at US$35 an ounce. Cynics might say that the US lives by the Gold Rule: he who has the gold makes the rules. Read full article... Read full article...
Wednesday, October 01, 2008
Financial Storm Ensures Stocks Bear Market has Much Further to Run / Stock-Markets / Stocks Bear Market
By: Ronald_Rosen
When all around us are moaning and groaning and pulling out their hair, and when they are concerned with their loss of money as though it were a loss of life, remember all those times that you were called a fool for buying and holding gold. Remember when you were thought of as a silly alchemist turning “good” paper into worthless gold. Be thankful for the fact that you will be here to pick up the industrial, transport, utility, and technology shares of the surviving companies as they are tossed away like garbage. The United States of America is not through for a simple reason. You, the honorable, the sound, the wise, the patient, and the gold holders and believers, will rebuild your nation. This process has been repeated over and over again. It is being repeated once again.Read full article... Read full article...
Tuesday, September 30, 2008
Derivatives Deleveraging, Debt Deflation, Gold and Bailout II / Stock-Markets / Credit Crisis 2008
By: Christopher_Laird
Now that Bailout I voted down, bailout II comes up next. Surely some new bailout manifestation will emerge this week and pass. We suspected in our Sunday newsletter Bailout I would fail to pass. But, Congress, shell shocked by fast moving events, will do something.
But it won't work. Ultimately, even if they came up with a $1 trillion program, all it would do is buy time. I mentioned that there is $1000 trillion of various leveraged markets deleveraging, and putting up 1 trillion against that just won't work.
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Tuesday, September 30, 2008
Financial Tsunami: The End of the World as we Knew it / Stock-Markets / Credit Crisis 2008
By: F_William_Engdahl
The unexpected US Congress' rejection of the Bush Administration financial rescue plan, TARP on September 29 has opened up the spectre for the first time of a 1931-style domino wave of worldwide bank failures. That is already underway across the US banking spectrum with the failure, nationalization or forced liquidation in the past two weeks of Fannie Mae and Freddie Mac, of the giant Washington Mutual mortgage lender, of the nation's fourth largest deposit bank, Wachovia. That was on top of a wave of smaller bank failures that began with IndyMac in the spring. For some it is appealing and more simple to grasp the magnitude of these titanic events in the US-centered financial world by assuming it is all part of a pre-planned grand conspiracy by the Money Masters, what in the 1920s in the USA was termed the Money Trust, to control the entire financial world. Read full article... Read full article...
Tuesday, September 30, 2008
Global Deleveraging- Are You Really Prepared for What's Coming? / Stock-Markets / Credit Crisis 2008
By: Kurt_Kasun
I only wish to make a couple of points in this short commentary.
The debacle envisioned by Austrian economists is now becoming an undisputed reality. Don't be fooled by calls for Keynesianism. It might have worked when we were a creditor nation, but now that we have squandered most of our wealth (through Keynesian policies) and are the biggest debtor nation in the history of the world, it will fail miserably this time around...bond yields will soar and our currency will plummet.
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Tuesday, September 30, 2008
Stock Market Crash Presents China Investment Opportunities / Stock-Markets / Chinese Stock Market
By: Money_and_Markets
Tony Sagami writes: The crash in the Dow is not going to be just a one-day event. It's going to continue, and it's going to be ugly.
But it's also going to open up some great buying opportunities — gems selling for a fraction of their true value.
And, when the dust settles, I'm going to be looking for those gems in Asia, where there's very little consumer debt, where the overwhelming majority of home buyers don't use mortgages, and where economic growth is driven mostly by healthy domestic demand.
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Tuesday, September 30, 2008
$700 Billion Bailout NO Costs $1.2 Trillion in Stock Market Loss / Stock-Markets / Credit Crisis Bailouts
By: Brady_Willett
The House of Representatives voted ‘no' on a $700 billion bailout yesterday and investors reacted by punishing U.S. equities for an estimated $1.2 trillion loss. If you were to ask the average person this morning if purchasing $700 billion in toxic securities to immediately generate $1.2 trillion in stock market wealth sounded like a good idea, many would probably respond ‘yes'. This hypothetical aptly demonstrates the mass myth that has been engrained in nearly everyone's psyche over the last two decades - that something, at least on paper, can be produced from nothing…
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Tuesday, September 30, 2008
Stock Market Meltdown On Bailout Rejection / Stock-Markets / Stocks Bear Market
By: Michael_Swanson
I'm writing this around 6:00 AM and the market futures are up this morning following yesterday's 777 point drubbing of the DOW, which came after the House of Representatives voted no against the Wall Street bailout package. We are in a pure crash mode in the market. After the close yesterday I looked at the internal figures and 97% of the volume on the Nasdaq was to the downside - that's a figure I never have seen before.
On the national news last night there was talk of expecting a crash today. And of course we've heard doom and gloom pronouncements by President Bush, Treasury Secretary Paulson, and Ben Bernanke that if their bailout for Wall Street wasn't passed there would be a stock market crash and massive bank failures.
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Tuesday, September 30, 2008
Surprise Bailout Plan Rejection Sends US Stock Market Crashing / Stock-Markets / Credit Crisis Bailouts
By: Money_Morning
William Patalon III writes: In a move that will reverberate from Wall Street to Main Street, the U.S. House of Representatives yesterday (Monday) voted to reject a compromise $700 billion banking-bailout bill, an act of stunning defiance that eradicated $1.2 trillion in shareholder wealth as U.S. stocks endured their biggest one-day point loss in history.
The blue-chip Dow Jones Industrial Average Index plunged 777.68 points, or 6.98%, to close at 10,365.45. The tech-laden Nasdaq Composite Index plummeted 199.61 points, or 9.14%, to close at 1,983.73. And the broader Standard & Poor's 500 Index plunged 106.59 points, or 8.79%, to finish the day at 1,106.42.
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Tuesday, September 30, 2008
Stock Market New Lows and Institutional Selling Trend Indicators / Stock-Markets / US Stock Markets
By: Marty_Chenard
Many of you remember this past July when I reported about the existing banking risk to your family and yourself. Back then, I noted that Cindy and I had closed all our accounts at Wachovia and went to a sound local bank. We knew we wanted to exit Wachovia and we knew which local bank we wanted because we obtained the VERIBANC REPORTS. Read full article... Read full article...
Monday, September 29, 2008
Could Paulson's Dead Bailout Plan Have Worked? / Stock-Markets / Credit Crisis Bailouts
By: John_Mauldin
The purpose of Outside the Box is to present views which cause us to think through our basic assumptions. This week our old friend Michael Lewitt of Hegemony Capital Management gives us a view as to why the bailout bill going down may not be as bad as I think it might. There is much we agree on, however. And part of our agreement is that a deeper recession is in our future. Let me be clear. Muddle Through is now at risk. Read full article... Read full article...
Monday, September 29, 2008
Financial Markets Crash into a Credit Freeze Ice Age / Stock-Markets / Credit Crisis 2008
By: Ty_Andros
Pre NO Vote Commentary -The greatest transfer of wealth in history (from those who hold their money in paper to those that don't) took a GREAT LEAP forward since the last edition of this newsletter. The wall of money which will someday become known as the great REFLATION began in earnest in the last two weeks. The MONETARY flooding we anticipated then has now MATERIALIZED and the initial BLANK checks have been written. A whopper of a BLANK check is due to arrive sometime in the next week (I am writing this on a Sunday morning) when the BAILOUT of the biggest banks and brokers in the world is FINALIZED and we actually get to see 120 pages of POLITICAL compromises. A political compromise means political supporters will BENEFIT while the PUBLIC gets FLEECED.Read full article... Read full article...
Monday, September 29, 2008
Dow Jones Stock Market 777 Point 7% Crash / Stock-Markets / Financial Crash
By: Nadeem_Walayat
In a classic example of the market knows best, stocks opened sharply lower by some 350 points in the first hour ahead of the Congress Bailout vote some hours later in the day which left many mainstream commentators confused as the over-riding expectations were that stock markets 'would' rally ahead of and in anticipation of the YES vote on Bush, Paulson and Bernanke's proposed $700 billion bailout down payment on the buy up of the financial sectors holdings of toxic mortgage backed securities.Read full article... Read full article...
Monday, September 29, 2008
Stock Market Crash Opportunities / Stock-Markets / Financial Crash
By: Paul_Lamont
In part one of this series , we addressed a few speculative investments that might rise over the next few years. We would like to stress that most assets will fall in a deflationary environment . We have therefore focused on preserving portfolios with U.S. Treasury Bills held at more secure financial institutions . Read full article... Read full article...