ECONNIX

Making sense of the noise

Fed easing great for investors but may trigger bubbles worldwide

Posted on November 9, 2010 by jmcnamara

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– QE will deliver quick asset gains but much pain longer term (6 minutes)

– Turning on money tap will prove fruitless due to deleveraging (4 minutes)

– Easy money and deficits will lead to dollar destruction (4 minutes)

Fed moving to drive investors out of bonds

Posted on November 4, 2010 by jmcnamara

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– Value has never been better for stocks versus bonds (3 minutes)

– Bonds on their way to negative yields (3 minutes)

– Bond bubble continues building (7 minutes)

Time to begin slow retreat from bonds

Posted on October 25, 2010 by jmcnamara

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– Coming tsunami of bond refinancing spells risk ahead

– Shorting bonds will be the call of the decade

– As rates bottom pros are departing US treasury and agency bonds

– High risk in bond market despite availability of investment alternatives

Favor high quality stocks over bonds for new money commitments

Posted on October 4, 2010 by jmcnamara

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– Risk very high in bonds compared to stocks

– Small investors fear of double dip far exceeds that of forecasters

– Stock outlook favorable despite economy’s glacial improvement

Time to start nibbling on stocks

Posted on September 23, 2010 by jmcnamara

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– Best opportunity ever in big cap high quality stocks

– Noted bear sees risks passing and opportunities growing in equities

– With bad news priced into stocks it’s time to take positions

Despite slowing economy stocks should outperform bonds

Posted on August 16, 2010 by jmcnamara

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– Time to move from bonds to high yielding stocks

– Look for stocks to start moving higher at year end

– Stocks classes that will work in a deflationary economy

Stocks set to grind slowly higher

Posted on August 5, 2010 by jmcnamara

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– Technicals and fundamentals saying stocks headed higher

– Stocks very attractive while bond risk increasing

– Understanding secular cycle is key for stock market investors

Pros sharply divided on direction of stocks

Posted on July 13, 2010 by jmcnamara

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– Stock optimism is insane

– Equity markets have put in low for 2010

– Regulatory certainty is good for stocks despite higher taxes

– Is the market too hot, too cold or just right?

Financial reforms have big banks laughing all the way to the bank

Posted on June 28, 2010 by jmcnamara

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– It’s all good news for bank stocks

– No change in too big to fail if you’re too big to fail

– It will take big banks only 6 months to game the reforms

Outlook for stocks increasingly unfavorable

Posted on June 17, 2010 by jmcnamara

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– Stocks have gotten way ahead of fundamentals

– Time to reduce exposure to risk assets