Tag Archives: Gold

The Weekend Read: Equity Rampopotamus!

There are comments that there are underlying flaws in the ISM number and that GM’s (GM – commentary – Trade Now) sales numbers are inflated by some channel stuffing, but the market continues to act as if it doesn’t have … Continue reading

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Global Trend Indicators

(click here if tables are not observable)

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Week in Review: The Power of Zero To Be Tested?

The S&P500 and Dow Jones Industrials suffered their worst weekly loss of the year, both down 2.3 percent.  The U.S. and European equity indices had bearish outside moves and all major global equity indices we track closed the week below … Continue reading

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Global Trend Indicators

(click here if tables are not observable)

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The Weekend Read: Blue Collar Blues

For much of 2010, the slumping economy was affecting white-collar, highly educated workers almost as much as it was affecting less educated and blue-collar workers. That’s no longer the case. In recent months, the economy has once again been easier … Continue reading

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Week in Review: The Power of Zero v. Macro Swans

After a week where several major equity indices bounced off key moving averages only to close weak on fears of the  Euro/sovereign debt McSwan,  next week will be a another big test  for the markets.  Last week’s lows are very … Continue reading

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Week in Review

We wrote a few weeks ago about the global markets weekly oscillations.  Not just markets, but fundamental outlooks on inflation and deflation.  When markets are driven and highly dependent on liquidity and the direction of monetary policy, the underlying fundamentals … Continue reading

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Week in Review

We’re not going to say much as the nation (and Globex) celebrates the end of Bin Laden.  We were in Lafayette Park on September 10, 2001 and now watch thousands gather there and across the country to celebrate his demise.  … Continue reading

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The Weekend Read: Gold Fever!

In my theory of reflexivity I assert that the thinking of economic agents serves two functions. On the one hand, they try to understand reality; that is the cognitive function. On the other, they try to make an impact on … Continue reading

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Week in Review

The weekly oscillation in global stock markets continued last week with stocks reversing the prior week’s losses and finishing up strong.   Korea continued its strong rally up almost 2.70 percent.   In the U.S.,  the Nasdaq lead the way up 2.01 … Continue reading

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