Stock Market, Economics, Equity Analysis
Monthly Archives: January 2012
Jan15
Long time readers will know I've said "Doctor Copper" – once a fantastic economic indicator for economic activity – now has become much more of an indicator of demand out of China. This is true not just for copper, but…
Jan13
A month ago this sort of broad downgrade rumor/news – inclusive of France no less – would have led to panic and heavy selling of any and all things not named Treasures as "risk off" took over. This morning we…
Jan13
Long time readers know one way the Federal Reserve telegraphs its moves is to use certain members of the media to grease the skids. I've long held the theory that more quantitative easing is on the way – indeed I…
Jan13
Not sure why this really matters anymore as this sort of thing has been rumored for weeks. But with the market on helium I guess something had to pop it momentarily. Via ZeroHedge Eurozone Sources Say Several Countries May Face…
Jan13
The nature of this rally in its 'exclusivity' has been quite striking. While I said near the turn of the year we needed to see a broadening into new sectors for the rally off the December 19th low, I –…
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