ECONNIX

Making sense of the noise

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

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– 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

2010-4-1: 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

2010-3-26: Equities continue strong

Posted on June 7, 2010 by jmcnamara

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– 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?

2010-3-15: Markets looking to go higher

Posted on June 7, 2010 by admin

Reply

– Markets set to grow 10% over next few months

– Fiscal Train Wreck likely in 2014-2015

– Leave China alone or get clocked

– Fed expected to continue easy money through at least mid-year

– Market pull back coming soon