Special Notice about Market Conditions.

Posted on February 28, 2007

I just wanted to provide you with a quick update after yesterday’s big drop in the stock markets and provide you with my ideas on how I plan to respond. First of all it was a big decline. Capital B. And it was broad, affecting just about every market in the world. Bonds were just about the only market segment that did well. Even gold,

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This Time is Different?

Posted on December 6, 2006

This Time Is Different… I have mentioned a looming business slowdown several times in my newsletters this year, because these things are normally very significant for the stock markets. Slowdowns– when they go far enough– become economic recessions. Signs are now everywhere that the economy is in fact… slowing down. Among numerous negatives and indications of a looming recession, the yield curve (the relationship between long

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Not a Whole Lot of Inflation Going On

Posted on November 7, 2006

Not a Whole Lot of Inflation Going On I get a kick out of the media’s search for a reason for every movement in the stock market Knowing the numbers that are driving the markets like I do, sometimes I wonder what they have been smoking. Last Tuesday’s headline was typical: “Inflation Jitters Hit Stocks“ Most of you know me well enough to know I have

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