Analysis Topic: Stock & Financial Markets
The analysis published under this topic are as follows.
Tuesday, March 05, 2013
The Inflation Secrets Your Broker Won’t Tell You About / Stock-Markets / Inflation
By: Graham_Summers
The US Government and the US Federal Reserve downplay the threat of inflation. There are two primary reasons for this:
1) Acknowledging higher inflation would mean both revising GDP growth much lower (last quarter’s FDP growth would have been negative 1% if you accounted for the real increase in costs of living).
2) One of the primary arguments the Fed uses for why it can print hundreds of billions of Dollars without hurting consumers it because inflation remains “contained” or “transitory.”
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Tuesday, March 05, 2013
Dollar and Bonds, Why Deflation Wins! / Stock-Markets / Deflation
By: Robert_M_Williams
Yesterday I discussed the possibility that the US economy has slipped into a deflationary morass and I seemed to have touched a nerve. As a result I want to continue discussing the idea that deflation, not inflation, now has the upper hand in the US economy. We all know that the Fed has been easing since 2009, and it recently raised the bar to include US $85 billion/month in bond purchases. As a result the Fed balance sheet is now filled with US $3.078 trillion in assets of dubious quality. I maintain that little or none of that liquidity has filtered out into the real economy, you and I, and as proof I told you to look at this chart of the Velocity of Money:
Tuesday, March 05, 2013
Striking Similarity to the 2000 Stock Market Top / Stock-Markets / Stock Markets 2013
By: Anthony_Cherniawski
I thought I would share what my Cycle Clock is revealing. Essentially it is telling me that the fractal in the SPX is very similar to that of the SPX/NDX in early 2000. While there are many differences, I am referring to the striking similarities in the highs and lows of these two separate fractals.
The high on February 19 matches up precisely with the high on March 24, 2000 in the SPX. Likewise, today’s high also matches up with the April 10 high, just before the 4-day decline into the April 17 low.
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Tuesday, March 05, 2013
Stock Market Consolidation Nearing End, Selling to Resume With Enthusiasm / Stock-Markets / Stock Markets 2013
By: Anthony_Cherniawski
Sideways consolidations are no fun, but they tend to break hard once they are over. It appears that the SPX is in the final throes of consolidation, so don’t get caught unprepared. It may go a bit higher, but the level to watch is today’s low at 1512.29. Once below that, the selling should resume with more enthusiasm. The VIX is finding support at its 50-day moving average, so even though its is at its daily low, it appears that the turn is also near.
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Monday, March 04, 2013
Stock Market Could Be Starting the Best Three-Year Run We've Ever Seen / Stock-Markets / Stocks Bull Market
By: DailyWealth
Dr. Steve Sjuggerud writes: I believe the stock market could rise 95% in the next three years. But if you position yourself correctly, you could make much more than that...
This isn't just hopeful thinking on my part. It's based on rational thought... backed up by a mountain of data and experience from my lifetime of investing.
Monday, March 04, 2013
Stocks Bear Market Focus Point: “The warnings are out there, but no one is listening, they just don’t want to know.” / Stock-Markets / Stocks Bear Market
By: Garry_Abeshouse
“The warnings are out there, but no one is listening, they just don’t want to know.”
I can’t think of a better introduction to these pages than the single sentence directly above. Denial is easy. Ignoring history is easy. But evading the financial iceberg that lies in wait for the unwary is going to be hard. In fact nothing about economics and financial markets is easy. Fragmented by opinions, emotions and fraud, ignored by denial and distorted by time, much of economic history lies there just beneath the surface ripples, “representing all the sins we never had the courage to admit to and the all the lies we were never forced to face”.
Monday, March 04, 2013
Stock Market Ending, Major Top Approaching / Stock-Markets / Stock Markets 2013
By: Darah_Bazargan
The individual stocks of the equities market are no longer keeping pace with the broad averages. A vast number of these stocks have faltered because the trend itself has become ever more selective. What initially started as a robust, broad based rally is now narrow; and can only be supported by a handful of stocks.
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Sunday, March 03, 2013
Gold, Crude Oil and Stock Market SPX Trade Setups / Stock-Markets / Financial Markets 2013
By: Chris_Vermeulen
Over the past year my long term trends and outlooks have not changed for gold, oil or the SP500. Though there has been a lot of sideways price action to keep everyone one their toes and focused on the short term charts.We all know that if the market does not shake you out, it will wait you out, and sometimes it will even do both at the same time. So stepping back to review the bigger picture each week is crucial in keeping a level trading/investing strategy in motion.
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Sunday, March 03, 2013
The True Cost of the Current U.S. Federal Reserve Easy Money Stance / Stock-Markets / Quantitative Easing
By: InvestmentContrarian
Sasha Cekerevac writes: Federal Reserve Chairman Ben Bernanke testified in front of Congress and faced a barrage of questions and criticisms regarding the central bank’s monetary policy initiative.
There are a growing number of critics voicing their concerns over the current monetary policy path set forth by the Federal Reserve. These critics aren’t only independent analysts such as myself, (I have been writing articles on the topic for some time now, including the article “Current Monetary Policy Unsustainable”), but economists who have worked closely with the Federal Reserve in the past.
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Sunday, March 03, 2013
U.S. Stock Market Uptrend May be Ending / Stock-Markets / Stock Markets 2013
By: Tony_Caldaro
Another volatile week, as volatility has picked up since the SPX closed at 1531 a week ago tuesday. Since that close the SPX traded to 1497 last thursday, 1526 on monday, 1485 on tuesday, 1525 on thursday, and 1501 on friday. Two percent swings in a matter of days, when during most of February we were barely seeing 1.5% swings in a week. For the week the SPX/DOW were +0.40%, and the NDX/NAZ were +0.35%. Asian markets were +0.9%, European markets were -0.4%, and the DJ World index was flat. On the economic front positive reports outnumbered negative reports 12 to 5. On the uptick: Case-Shiller, FHFA housing index, new/pending home sales, consumer confidence/sentiment, Q4 GDP, Chicago PMI, personal spending, PCE prices, ISM manufacturing and weekly jobless claims improved. On the downtick: durable goods orders, personal income, construction spending, new home prices and the WLEI. New week we get reports on ISM services, the FED’s Beige book, and monthly Payrolls. Best to your week.
Saturday, March 02, 2013
Fifty Trades of Grey - Investment, Temptation, Addiction, and the Cost of Money / Stock-Markets / Financial Markets 2013
By: John_Mauldin
I get so much broker research that I must admit I don’t usually read it or do so really fast. But the headline above caught my eye, and the piece turned out to be such a fun read, as well as truly thought-provoking and insightful, that I’ve made it today’s Outside the Box. The personalization of a “relationship” with the Fed gives us a decidedly delicious way to think about QE!
Saturday, March 02, 2013
The Stock Market Pullback / Stock-Markets / Stock Markets 2013
By: Jack_Steiman
The pullback was on. The market was falling very hard a few minutes after a small gap down had occurred. This was a follow-through, something we hadn't seen in a long time, from yesterday's late selling once the negative divergences kicked in. The Dow fell one-hundred points very late in the day yesterday, and, thus, one would have had to expect a follow-through today. So once it came on this morning, the question was how deep was this going to go. The Dow down over one-hundred points and then the much anticipated ISM Manufacturing Report came out thirty minutes into the trading session. The number was a shock and it was spectacular!Read full article... Read full article...
Saturday, March 02, 2013
The Great Recession - Politicians Still Don’t Get It! / Stock-Markets / Financial Markets 2013
By: Sy_Harding
In the early 1990’s, in the aftermath of the 1990-91 recession, the outcry to politicians was “It’s the economy, stupid!”
With the economy currently recovering, but anemically, an apt cry-out might be “It’s the politicians, stupid”. Or perhaps more accurately, “It’s the stupid politicians!”
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Friday, March 01, 2013
Financial Storm Worse Than 2008 Coming as Seniors Steal From Youth / Stock-Markets / Financial Crash
By: Bloomberg
Hedge fund icon Stanley Druckenmiller sat down for a rare one-on-one interview with Bloomberg Television's Stephanie Ruhle, saying that he's decided to speak out now because he sees "a storm coming, maybe bigger than the storm we had in 2008, 2010."
Druckenmiller said that the mushrooming costs of Social Security, Medicare and Medicaid, with unfunded liabilities as high as $211 trillion, will bankrupt the nation's youth an pose a much greater danger than the debt currently being debated in Congress. He said, "While everybody is focusing on the here and now, there's a much, much bigger storm that's about to hit...I am not against seniors. What I am against is current seniors stealing from future seniors."
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Friday, March 01, 2013
Epic Crisis... and Vast Prosperity / Stock-Markets / Technology
By: DailyWealth
Porter Stansberry writes: I have become well-known in financial circles for doom-and-gloom themes.
That's mainly because my professional life as a financial writer and analyst happened to correspond with the largest speculative bubbles in history.
As a result, I spent most of my 30s writing about one disaster or another... from the collapse of MCI-WorldCom and the dot-com/telecom bubble... to the mortgage/housing bubble... to today's sovereign-debt bubble (which, by the way, is the largest and most dangerous bubble yet... by a wide margin).
Friday, March 01, 2013
How to Invest for QE Forever / Stock-Markets / Investing 2013
By: Money_Morning
Diane Alter writes: When Ben Bernanke testified before Congress Tuesday and Wednesday, he staunchly defended his easy- money policies like quantitative easing, or "QE Forever."
"We do not see the potential costs of the increased risk-taking in some financial markets as outweighing the benefits of promoting a stronger economic recovery," the Federal Reserve chairman said.
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Friday, March 01, 2013
Stock Market Dow Theory Shines Through / Stock-Markets / Stock Markets 2013
By: Christopher_Quigley
What a market. Even the most experienced traders that I know are having a difficult time getting a handle on what is happening. Wednesday’s market action caught a lot of folk napping.
Monday’s 216 point drop in the Dow Industrials convinced many that finally the much anticipated market “correction” had arrived.
The slight “uptick” on Tuesday was a classic VIX buy signal but it turned out to be a trap. Those traders who shorted the market on the 26th were pulverized by the bullish 175 Dow point move on the 27th.
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Friday, March 01, 2013
A Close Encounter With Zombiedom / Stock-Markets / Quantitative Easing
By: Bill_Bonner
Ben Bernanke spoke out on Tuesday, leaving no doubt where he stands on the QE issue. To print or not to print? He hardly seemed to think about it. Instead, he announced himself four-square in favor. If there is to be any prudence or propriety at America's central bank, it won't be on his watch!
This seemed to put some starch into investors' nerves. After a big sell-off on Monday... and a bounce on Tuesday... they went back into the markets yesterday with a single-minded command: "Buy!"
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Friday, March 01, 2013
Stocks, Bonds and Dollar Markets Review / Stock-Markets / Financial Markets 2013
By: Puru_Saxena
According to our methodology, Wall Street is currently in correction mode and this is not the time to invest fresh capital in stocks. It is notable that although major US indices advanced on Tuesday and Wednesday, volume was very low and this warrants caution. Moreover, volume picked up during Thursday's late stage sell-off and this negative action suggests that the ongoing stock market pullback may continue.
Friday, March 01, 2013
The Recent Fed FOMC Minutes Should Anger Every Investor / Stock-Markets / US Federal Reserve Bank
By: Casey_Research
With gold dropping nearly 3% on February 20, we at Casey Research had to look closely at the FOMC minutes, which were partially responsible for that movement. Since there are quite a few highlights, I have split this analysis into three sections: the confusion over the minutes in the market; the ambiguous language hinting at deep problems; and a few quotes to make your blood boil.