Despite slowing economy stocks should outperform bonds Posted on August 16, 2010 by jmcnamara Reply – Time to move from bonds to high yielding stocks – Look for stocks to start moving higher at year end – Stocks classes that will work in a deflationary economy
Stocks set to grind slowly higher Posted on August 5, 2010 by jmcnamara Reply – Technicals and fundamentals saying stocks headed higher – Stocks very attractive while bond risk increasing – Understanding secular cycle is key for stock market investors
Pros sharply divided on direction of stocks Posted on July 13, 2010 by jmcnamara Reply – Stock optimism is insane – Equity markets have put in low for 2010 – Regulatory certainty is good for stocks despite higher taxes – Is the market too hot, too cold or just right?
US marching into economic minefield Posted on July 8, 2010 by jmcnamara Reply – Massive debt wall dead ahead – Waiting for the bond vigilantes to arrive – The coming pension wars
How severe will second half slowdown be? Posted on July 1, 2010 by jmcnamara Reply – Global bond markets signaling significant risk for stocks – Key indicators say downturn is on the way – US Treasury bond pricing assuming near depression scenario
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
