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
Fear mounts over sputtering US economy Posted on June 24, 2010 by jmcnamara Reply – Double dip very likely says legendary investor – Look for very rough second half – US economic recovery reaches fork in the road
More bad news on housing front Posted on June 22, 2010 by jmcnamara Reply – Housing market stumbling with FHA crisis on horizon – Double dip in housing a certainty
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
Housing recovery faltering Posted on June 16, 2010 by jmcnamara Reply – Housing has downside risk of up to 20% – Soft housing numbers mean economy is stagnating
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
The case for and against a double dip Posted on June 9, 2010 by jmcnamara Reply – Employment to remain high, but economy will keep growing – Probability of double dip rising significantly – Is this just a normal slowdown or a double dip – Legendary financier wades into double dip discussion
Upcoming job report key to stabilizing markets Posted on June 8, 2010 by jmcnamara Reply – Emerging market GDP growth can fool investors – Look for 200,000 private hires for May to calm markets – Extreme volatility but no bear market on horizon
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
