– Emerging markets to slow over next year (8 minute video)
– Tech looking soft in second half of 2011 (5 minute video)
– Correction coming for commodities (6 minutes)
Slow down to extend well into third quarter
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Category Archives: Economic Outlook
Economic soft patch has bears again sounding the alarm
– Recession in 2012 near certain without QE 3 (8 minute video)
– Despite relief rally stocks likely to decline over 10% (3 minute video)
– Fiscal drag may force Fed to act in early 2012 (4 minute video)
– Municipalities to feel sigificantly greater financial stress (9 minute video)
– Three reasons why $100+ oil is here to stay (5 minute video)
Markets signaling trouble ahead
– This is more than a cyclical slowdown (11 minutes)
– Bonds sending out bad signal (9 minute video)
– China leading world into slowdown (6 minute video)
Time to favor large cap stocks
– Large caps look best for remainder of this cycle (3 minute video)
– Big cap stocks best positioned for all conditions (2 minute video)
– Multi-nationals have never been better value (7 minute video)
Moment of truth fast approaching for markets with QE 2 ending
– End of QE 2 may be surprisingly positive for treasury bonds (8 minute video)
– Fed’s withdrawal suggests it’s time to take some profits (8 minutes)
– QE 3 very unlikely to happen but not impossible (12 minute video)
Emerging market stocks due for pull back
– Are emerging markets becoming submerging markets? (3 minute video)
– China’s hard landing will cause commodity crash (5 minute video)
– Be very afraid of a significant slowdown in China (9 minute video)
– Out-performance of big emerging markets is over for now (7 minute video)
– Emerging markets hit bump in road but outlook is excellent (5 minute video)
Disappointing employment report catches forecasters by surprise
– Temp work has become pathway to permanent position (5 minutes)
– Outlook for US jobs far worst than most experts think (11 minutes)
– Look for unemployment rate to move past 10% early in 2011 (12 minutes)
As Euro Zone falters it’s time for defensive investing
– With European risk rising favor US dividend paying stocks (5 minutes)
– No short term solution for PIGS except for pain and tears (3 minutes)
– Euro Zone defaults are only a matter of time (7 minutes)
– Can the Euro survive without radical action? (8 minutes)
Fed easing great for investors but may trigger bubbles worldwide
– 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
– 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)