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
2010-5-12: Markets begin sobering up Posted on June 8, 2010 by jmcnamara Reply – 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 Reply – 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 Reply – 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 Reply – 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
