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Archive for the US Stocks Category

Why The Keynesian Chorus Is Cackling Like Chicken Little – David Stockman’s Contra Corner 09-09-15

Salient to Investors: David Stockman writes: Artificial monetary bubbles always crash. However, if the Fed listens to Wall Street and does not raise interest rates expect a short-lived run to the May 2015 highs before the ultimate day of reckoning. ZIRP has not caused a credit fueled inflation of either the

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Why Hedge Fund Hot Shots Finally Got Hammered – David Stockman’s Contra Corner 09-06-15

Salient to Investors: David Stockman writes: A growing chorus of investors blamed last week’s stock market sell-off on esoteric but increasingly influential trading strategies pioneered by hedge funds like Bridgewater. Hedge fund performance has benefited from broken capital markets rigged by the Fed. Thesecasino gamblers bought every one of the

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Bulls Set To Be Tasered Again By Severe Downleg – Clive Maund 09-06-15

Salient to Investors: In a bear market poised to plunge again. Markets drop twice as fast as they rise because fear is a stronger emotion than greed. Bearish technicals: Broken down from the 6-year bearish Rising Wedge pattern. First bearish moving average cross for 4 years Volume on the recent plunge

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Get ready for a lousy September as investor sentiment slips – MarketWatch 09-06-15

Salient to Investors: The market is bearish. Investor sentiment is unlikely to improve short-term as international concerns overshadow domestic ones. Brad McMillan at Commonwealth Financial said it will be another month or so before investor confidence bounces back, and if the S&P 500 falls to as low as 1,790 the likelihood for

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This Is Not A Retest – Its A Live Bear! – David Stockman’s Contra Corner 09-03-15

Salient to Investors: David Stockman writes: US stocks are in a bear market. Honest financial markets would have sold off long ago, but for central bank falsification of asset prices. The S&P 500 is at 20 times trailing earnings as of June 2015: $97.32 per share versus $103.12 at the end of

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4 Charts Show Why This Rally Will Become a Rout! – Economy & Markets 09-02-15

Salient to Investors: Harry Dent writes: The first wave down in a bubble tends to happen in a few months or less. Every major bubble back to the tulip bubble in 1637 did not correct in nice stair steps to a drop of 50% to 90%. We are in the “crash season”

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Panic Now! Avoid The Rush – David Stockman’s Contra Corner 09-02-15

Salient to Investors: Lee Adler writes: We are in the first leg of a bear market. Markets are neither crazy nor sane, but measure and reflect liquidity. The two official rules are a) the trend is your friend, and b) don’t fight the Fed. Be positive in your coverage of

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The US Economy Is Not Awesome And It’s Not Decoupled – David Stockman’s Contra Corner 09-01-15

Salient to Investors: David Stockman writes: Reliable signs of an economic recovery are few. Housing has not moved at all. Private construction spending is 7% below December 2007 levels, 43% below its early 2006 peak, at January 2002 levels nominally, and 1992 levels when adjusted for inflation. Spending is 2.1% of

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Why the Federal Reserve should be audited – New York Post 08-31-15

Salient to Investors: The Fed needs to be audited to determine if it has manipulated financial markets, which is not in its jurisdiction. Autonomy for the Fed ended when it started playing footsie with Wall Street. The bubble in stock prices was created by years of risky Fed policy. Even the

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Contra Corner Gets Some Company – The NYT Highlights Four Who Saw it Coming – David Stockman’s Contra Corner 08-26-15

Salient to Investors: David Stockman writes: Expect a central banker to soon herald that more monetary heroin is coming, triggering a market rally and pronouncements that its “correction” is over. It will take time for the market to lose its unwarranted faith in central bank omnipotence. However, money will now be made by selling

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