Tag Archives: deflation

Deflation Fears will Weigh on Stocks for the Next Few Weeks, Creating Opportunities

Why are stocks selling off when economists tell us declining oil prices are wonderful? Answer: full valuations, investor complacency, financial blow-ups from plunging oil prices, and fears of global deflation. Investor Complacency A couple of years ago you could still … Continue reading

Share
Posted in Uncategorized | Tagged , , , , , | Leave a comment

U.S. Equities Can Grind Higher in a Weak World

Stocks are behaving pretty much as I expected:  In early September I said strategists were “disturbingly bullish” and a correction would not be surprising. We did get a correction, though arguably it was not scary enough to sweep away the … Continue reading

Share
Posted in Uncategorized | Tagged , , , , | Leave a comment

Benign Deflation . . . or . . . Central Bankers Gone Wild

On Wall Street, alas, no bad deed goes unrewarded. After failing to anticipate even one of the past three recessions, and after sitting idly by during the housing bubble as the “safety and soundness” of the U.S. banking system evaporated, … Continue reading

Share
Posted in Uncategorized | Tagged , , , , , , , | Leave a comment