Despite slowing economy stocks should outperform bonds Posted on August 16, 2010 by jmcnamara Reply – 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 Reply – 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 Reply – 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 Reply – 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 Reply – Stocks have gotten way ahead of fundamentals – Time to reduce exposure to risk assets
Bears make case for bad times continuing Posted on June 14, 2010 by jmcnamara Reply – Look for GDP growth of 2% or less in second half of 2010 – GDP growth slowing and will remain slow for years – Risk of European credit contagion dictates extreme caution
2010-5-26: Markets reach key inflection point Posted on June 8, 2010 by jmcnamara Reply – Is this a garden variety correction in cyclical bull market? – Four fundamental reasons gold is going much higher – US Senator foresees demise of the Euro – Is the housing market headed for a double dip?
2010-5-20: Opportunities emerge but fear abounds Posted on June 8, 2010 by jmcnamara Reply – Tech is a bright spot as it enjoys a cyclical recovery – Oil below $70 a major buying opportunity but gold outlook unclear – Euro crisis means Fed interest rates on hold for several quarters – Housing prices likely to stay flat for several years
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
