Category Archives: Commodities

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)

2010-5-26: Markets reach key inflection point

Posted on June 8, 2010 by jmcnamara

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–  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

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–  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

2010-5-6: 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

2010-4-28: Important market signals

Posted on June 8, 2010 by jmcnamara

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–  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

2010-3-19: Markets digesting gains

Posted on June 7, 2010 by jmcnamara

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–  Investors becoming cautious on Asian markets

–  Soft commodities looking extremely bullish

–  Health care bill impact already reflected in market

–  Is Greece about to unravel?