2010-4-17 Emerging markets strength broadening out Posted on June 8, 2010 by jmcnamara Reply – 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 Reply – 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 Reply 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 Reply – 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 Reply – 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 Reply – Investors becoming cautious on Asian markets – Soft commodities looking extremely bullish – Health care bill impact already reflected in market – Is Greece about to unravel?
2010-3-17: Fed on hold for long term Posted on June 7, 2010 by jmcnamara Reply – US rates at zero forever – Fed won’t tighten until end of 2010 – Politics to produce low rates through 2010 – Is the case against China on shaky ground? – Do buybacks signal stock rally is ending? –
2010-3-15: Markets looking to go higher Posted on June 7, 2010 by admin Reply – Markets set to grow 10% over next few months – Fiscal Train Wreck likely in 2014-2015 – Leave China alone or get clocked – Fed expected to continue easy money through at least mid-year – Market pull back coming soon
