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Category Archives: Uncategorized
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
Stocks Can Scale a New Wall of Worry
Last year, despite slowing profit growth, U.S. equities experienced a “valuation levitation” because they were too cheap compared to bonds and cash. Why own a bond yielding 3-5% when you could own a stock with a 3% dividend yield, 8% … Continue reading
Posted in Uncategorized
Tagged bull market, market psychology, momentum stocks, stock market, wall of worry
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WSJ May 24 2006 Fed Freakout: a Bernanke Geithner Recession?
Fed Freak-out A Bernanke Geithner Recession? Real Estate Reels from Coast to Coast By Randall Cunningham And Martha Ridzoli WASHINGTON May 23 The Federal Reserve’s surprise decision a week ago to prohibit sub-prime lending continued to roil financial markets and … Continue reading
Do the Dow Industrials Grow Much More Slowly than Smaller Competitors? We Examine 20 Industries
For a growth stock investor like myself, a major challenge is buying companies that really will grow as fast as Wall Street expects—and sell names that run out of gas before it’s obvious to the market. A major risk is … Continue reading
Posted in Uncategorized
Tagged Dow Jones Industrials, earnings growth rates, growth stocks, mega-caps, stock market
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Democrats’ Obama Problem
The “Sunday Review “section of the New York Times—what used to be called the “Op-Ed” Section—unerringly reveals liberals’ current fantasies and fixations. Now they’re in a panic about the surpassing incompetence of the Obama presidency, a somnolent ineptitude so perverse … Continue reading
Posted in Uncategorized
Tagged foreign policy, Hillary Clinton, Maureen Dowd, New York Times, Obama, Rand Paul, Thomas Friedman
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Sins of Commission and Omission Curb GDP Growth
Bulls on U.S. GDP growth have been wrong for five years, and they are still wrong. Q1 GDP grew just 0.1%. Sure, weather was a problem, but, as Mr. El Arian points out, in a robust economy bad weather in … Continue reading
Posted in Uncategorized
Tagged corporate investment, foreign policy, GDP growth, Obamanomics
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What’s the Catalyst? — Wrong Question for Long-term Investors
One advantage of being a geezer on Wall Street is that you’ve seen a lot of markets and the different ways people can think about stocks. In the mid-1980s everyone was looking for “restructuring plays” that a junk-bond financed corporate … Continue reading
Posted in Uncategorized
Tagged equity trading, hedge funds, stock catalysts, stock market investing
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Obama and Putin Talk Ukraine, Moldavia, Estonia – and Obmacare !
TOP SECRET Transcript: POTUS – Putin Phone Conference, April 14, 2014 Page 2 of 6 . . . repect the sovereignty of Ukraine. Moldavia and Estonia must also remain free and independent, without interference from Russia. It is for that … Continue reading
Stocks: Where We Stand
They will rise this year, but not dramatically. Early in 2013, when the Street was cautious, we expected “valuation levitation,” which happened. Late last year we warned rising complacency would lead to higher volatility, but we stayed positive as investors … Continue reading
Where Are Krugman’s Black Colleagues?—a Disturbing Diversity Dearth
Without regard for civility or accuracy, econo-gadfly Paul Krugman will accuse conservatives of racism at the drop of a hat. In a recent NYT column he: Accused Paul Ryan of using a “racist dog-whistle” for making comments similar to Barack … Continue reading