2010-5-12: Markets begin sobering up Posted on June 8, 2010 by jmcnamara Reply – S&P to range between 1000 and 1250 over next year – Expect flat to lower house prices going forward – Dr Doom sees GDP slowing to 2% in second half of 2010 – Healthcare and staples increasingly attractive stock categories
2010-5-6: Markets worldwide becoming disoriented Posted on June 8, 2010 by jmcnamara Reply – Technicals say market headed down 15% over next ten months – Major signal has arrived for gold buy – Gold holding value despite the return of volatility – The case for and against the Euro
2010-4-30: Time for caution Posted on June 8, 2010 by jmcnamara Reply – Market due for a breather over next several weeks – Greek crisis will have impact US stocks – With Euro problems looming, Fed unlikely to hike rates this year
2010-4-28: Important market signals Posted on June 8, 2010 by jmcnamara Reply – Bond plays for a challenging fixed rate environment – Oil to go much higher due to rapid depletion – If trend is to spend, markets will move much higher – Emerging markets should do well over intermediate term
2010-4-17 Emerging markets strength broadening out Posted on June 8, 2010 by jmcnamara Reply – Singapore enjoying surging growth – Calls for China revaluation means dollar is over valued – Ultra wealthy starting to invest in stocks
2010-4-10: Outlook and risk for bonds Posted on June 8, 2010 by jmcnamara Reply – US corporate bonds to continue providing steady returns – As Fed inflates, move to commodities, hard assets and Asian stocks – Favor industrials and materials through balance of 2010
2010-4-1: Time for a breather after hugh gains Posted on June 8, 2010 by jmcnamara Reply Be cautious on stocks and use dollar cost averaging Euro Zone facing grim economic outlook for many years Look for oil above $85 a barrel if dollar weakens
2010-3-29 Growing deficit is major headwind Posted on June 7, 2010 by jmcnamara Reply – US budget deficit takes rapid and historic turn for the worst – Debunking the idea of the new normal recovery – Tech showing very bullish signals – Japan’s troublesome deflationary spiral
2010-3-26: Equities continue strong Posted on June 7, 2010 by jmcnamara Reply – Are dividend paying stocks now better than bonds? – Time to start snacking on related food stocks – China’s ultra sophisticated approach to corralling resources – Expect a dollar crisis this time next year
2010-3-19: Markets digesting gains Posted on June 7, 2010 by jmcnamara Reply – Investors becoming cautious on Asian markets – Soft commodities looking extremely bullish – Health care bill impact already reflected in market – Is Greece about to unravel?