Financial reforms have big banks laughing all the way to the bank

–  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

–  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

–  Housing market stumbling with FHA crisis on horizon

–  Double dip in housing a certainty

Outlook for stocks increasingly unfavorable

–  Stocks have gotten way ahead of fundamentals

–  Time to reduce exposure to risk assets


Housing recovery faltering

–  Housing has downside risk of up to 20%

–  Soft housing numbers mean economy is stagnating  

Bears make case for bad times continuing

–  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

–  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

–  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

–  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

–  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