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THE BIG PICTURE Today’s Big Picture view revolves around the probable coming re-regulation of the financial markets. History shows regulation of markets is similar to a grandfather’s clock pendulum swinging back and forth although not as regular. A brief look back to the start of the 20 th...
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Principles of the Stock Market
by
Richard Schwartz
on
10-06-2008
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Filed under: Principles of the Stock Market, Richard Schwartz, Alan Greenspan, The Age of Turbulence, Investing Strategies, Inflation, US Economy, Socialism, Politics, Economic Data, The Principle of Primary Trend, Global Investing, Macroeconomics, Economy Weekly, Portfolio Strategy, Historical Perspectve, Tops, The Principle of History, Papa Bears, Government Intervention, The Big Picture, Global Trend, Deflation, Investment Themes, Globalization, Financial Crisis, The Principle of Understanding Value, 1974, 1973, Bretton Woods, Economic Common Sense, Manufacturing, Consumer Spending, Service Economy, Industrial Economy, History, Global View, Global Economy, Stock Market, Democracy, Capitalism, Hyperinflation, Credit Crunch, Credit Crisis, Economic Trends, The Principle of Crowd Psychology, Financial Media, Economics, Investor Psychology, 1932, 1929, Financial Discipline, Job Growth, America, Culture, Government, Lifestyle, Living Standards, Big Picture View, Business, Theme, Regulation, Re-regulation
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This week I am in Maine on vacation with my son, and next week is my daughter Tiffani's wedding, so for the next two weeks I am going to send an updated version of a speech I have been giving the past few months on what I think is the likely potential for the rise of a brand new asset class. It is...
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By Bud Conrad Chief Economist, The Casey Report - Casey Research As investors, the question we have to focus most of our attention on just now is what impact the credit crisis, the bursting housing bubble and the actions of the U.S. government will have on the economy and investment markets in the next...
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TECHNICAL VIEW . The Principle of History. Two historical technical observations today: 1. Capitulation: Where the Heck is It? CNBC keeps interviewing floor traders and reporting from the New York Stock Exchange that everyone there is anxiously looking for that big bout of capitulation, selling, to end...
Posted to
Principles of the Stock Market
by
Richard Schwartz
on
07-16-2008
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Filed under: Principles of the Stock Market, Richard Schwartz, Commodities, Inflation, Keys to the Market, Update On The Stock Market, Macroeconomics, Commodity Bull Market, Portfolio Strategy, Perspective, Extended Bear Markets, The Principle of History, The Principle of Technical Analysis, Trends, Trend Reversals, Shake Outs, Energy, Credit Crisis, Economic Trends, The Principle of Crowd Psychology, Economics, Investor Psychology, Charts, Big Picture View, CNBC, Paul Volker, NYSE, Bank Panic of 1907
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Wednesda y, June 18 th , 2008 : Woke up singing this morning … “Doo-da, Doo-da”… and I don’t sing! Watched the coronation of the Boston Celtics as NBA champs last night … “Goin’ to run all night, Goin’ to run all day” … and loved this...
Posted to
Principles of the Stock Market
by
Richard Schwartz
on
06-18-2008
Filed under:
Filed under: Principles of the Stock Market, Richard Schwartz, Inflation, US Economy, Keys to the Market, Economic Data, Day to Day Action, Update On The Stock Market, Macroeconomics, Economy Weekly, Portfolio Strategy, The Big Picture, Recession, Financial Crisis, Economic Common Sense, Stock Market, Commodity Inflation, Big Picture, Credit Crisis, Economic Trends, The Principle of Crowd Psychology, Financial Media, Stock Market Media, Bear Markets, Economics, Mr. Market, Investor Psychology
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UPDATE ON THE STOCK MARKET . Written Wednesday, June 11th, 2008: 6:30 a.m. Today’s stock market has no real leadership. The Dow’s up, the Dow’s down, all day long. Yesterday it was more of the same. No real trend except for in ENERGY and GOLD , both selling off big time, sort of reversing...
Posted to
Principles of the Stock Market
by
Richard Schwartz
on
06-11-2008
Filed under:
Filed under: Principles of the Stock Market, Richard Schwartz, Gold, Alan Greenspan, Inflation, US Dollar, The Principle of Primary Trend, The Fed, Update On The Stock Market, Daily Update, Macroeconomics, Portfolio Strategy, Federal Reserve, The Big Picture, Recession, Economic Common Sense, Stock Market, Ben Bernanke, Credit Crunch, Energy, Henry Paulson, Group of Eight, Credit Crisis, G-8
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This week in Outside the Box we take up a topic that should be on the top of the agenda of every regulatory authority, executives at financial services firms of all types, and average investors: How do we fix the credit markets to make sure we do not have such a crisis again? Good friend Michael Lewitt...
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This week's Outside the Box is from my friends at Hoisington Management. While somewhat technical, they make the case that a slowdown in consumer spending is inevitable. This is worth taking some time and thinking about. Quoting: "This means that consumer spending increases should be approximately...
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Thoughts on the Continuing Crisis If the Rules are Inconvenient, Change the Rules Let's Re-arrange the Deck Chairs Regulations Coming to a Hedge Fund Near You More Fun in the Unemployment Numbers A Muddle Through Recession How Much do we Borrow for a $1 growth in GDP? London, Switzerland and South...
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Dear Reader , I am writing to you in the pre-dawn from a soft chair in a Starbucks in Scottsdale, a vast improvement over the small desk in the cluttered toy room that I usually write you from on Fridays. 16 inches from my left hand is a "vente" (in the Starbucks' nomenclature, that means...
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Dear Reader , It used to be of no little pride in the small New England town where Casey Research is headquartered that school went forward, no matter the weather. Hail, 8-foot-high snow drifts, ice rain and, should they have occurred hereabouts (which they didn't), I am fairly sure that even hurricanes...
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Dear Reader , You don't need me to tell you, but the $1,000 mark is the latest to fall beneath gold's mighty rise. Even so, as a benchmark, the number $1,000 is meaningless. It represents no new high in the inflation-adjusted prices that count. And it is not attached to a magic switch that assures...
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This week's Outside the Box is going to be a little different. I am going to write about the extraordinary action by the NY Fed to foster the Bear Stearns deal with JP Morgan, and give you three brief notes from Michael Lewitt of Harch Capital Management and Bob Eisenbeis (former executive vice-president...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
03-17-2008
Filed under:
Filed under: Inflation, Credit Crisis, Liquidity Crisis, Michael Lewitt, Economic Forecast, Recession, Interest Rates, Consumer Debt, Economy, Depression, JP Morgan, Bear Sterns
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Dear Readers, It's getting to the point where even the most determined optimist is having a hard time finding a good reason to roll out of bed. Among just the smattering of news that crossed the lens this week... Producer prices rose 7.4 percent in January from a year ago, coming on the heels of...
Posted to
The Room
by
David Galland
on
03-03-2008
Filed under:
Filed under: Economy, Interest Rates, Credit Crisis, commodities, Inflation, Oil, Gold, Visa, Ben Bernanke, Recession, Dollar
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How Do You Spell Stagflation? Memo from the Fed: Inflation? What Inflation? The Fed Will Cut and Cut Again Damn the Inflation Torpedoes! Full Speed Ahead! Apple, Sprint, AT&T, and Going to the Dark Side This week's topic was inspired by a discussion I had with George Friedman of Stratfor fame...