Monthly Archives: June 2010

2010-5-12: Markets begin sobering up

Posted on June 8, 2010 by jmcnamara

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–  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

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–  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

2010-4-28: 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

2010-4-17 Emerging markets strength broadening out

Posted on June 8, 2010 by jmcnamara

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–  Singapore enjoying surging growth

–  Calls for China revaluation means dollar is over valued

–  Ultra wealthy starting to invest in stocks

2010-4-10: Outlook and risk for bonds

Posted on June 8, 2010 by jmcnamara

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–  US corporate bonds to continue providing steady returns 

–  As Fed inflates, move to commodities, hard assets and Asian stocks

–  Favor industrials and materials through balance of 2010

2010-4-1: Time for a breather after hugh gains

Posted on June 8, 2010 by jmcnamara

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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

2010-3-29 Growing deficit is major headwind

Posted on June 7, 2010 by jmcnamara

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–  US budget deficit takes rapid and historic turn for the worst

–  Debunking the idea of the new normal recovery

–  Tech showing very bullish signals

–  Japan’s troublesome deflationary spiral

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

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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?