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This headline from the Wall Street Journal only begins to scratch the surface of what is really go on in Egypt: "Egyptian Unrest has Repercussions in Global Economy."
Monday, January 31, 2011
Morning News Notes: 1.31.11
The morning news notes as prepared by TL...4th quarter GDP, Egypt, and China to become the world's most popular tourist destination in 7 years.
Sunday, January 30, 2011
Consumer Metrics Institute: 4th Quarter GDP
This is a very nice explanation of GDP and what goes into its calculation from the Consumer Metrics Institute. I thought it was worth the read.
Saturday, January 29, 2011
Investor Sentiment: This Time Will Not Be Different
It was touch and go this week, but in the end and as suspected in last week's comments, the "this time is different" scenario will not play out. Prices are expected to head lower as the bullish extremes in sentiment unwind. This should NOT be a bull market top leading to a bear market. Bear markets come about when "buying the dip" fails. In other words, this overbought, over bullish market should correct providing a better risk adjusted buying opportunity in the future. Failure of a bounce to materialize at that point is a harbinger of a bear market. I expect to see a correction leading to a better risk adjusted buying opportunity, and this buying opportunity usually coincides with investors turning too bearish (i.e., bull signal). We are a ways from that point, but we will get there!!
Friday, January 28, 2011
After a Couple of Days Off
I have had to take a couple of days off and away from the markets this week to care for my elderly and aging parents. I am sure this is a common occurrence, and one that is not unique to me. An aging population is probably the single most important demographic that I can think of that will affect this country for the next two decades.
Tuesday, January 25, 2011
Morning News Notes: 1.25.11
The morning news notes as prepared by TL...Moscow bombing, ECB to raise rates to combat inflation, UK GDP contracts, WalMart targeting Dollar Stores, Obama and State of the Union tonite, and IMF raises global forecast.
Monday, January 24, 2011
Inflationary Pressures Are Subsiding
As this headline from the Wall Street Journal shows, inflation pressures are just beginning to be recognized by investors.
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