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70 posts tagged with "Recession"
Today, we are going to look at a very important study by the always insightful James Montier on the Echo Bubble? Can we look at past bubbles and see a pattern? But first, we are going to look at a (frankly disturbing) new book, which I am going to encourage you to get and read.
"In 2030, as 77...
In most issues of this weekly letter, I spend our time together looking at specific trees and various flora, commenting upon how they affect the overall economic forest. Today, it is time to drop back and look at the forest as a whole, given that we may be on the precipice of events that could...
Last week we looked at the continuing evidence of deflation, which is my primary concern when I analyze the future direction of the markets.
"Leningrad gets DAMNED cold in the winter, so bring it on, lay the price siege, and lets see who can outlast whom." For details see more below.
Lot's of news this week, especially in the oil patch. Kuwait tells us there is "no floor for oil prices." I smell a rat. Let's jump right in.
Our web site hosting firm has been victim to the recent nimda virus. While we are back up, we are not yet able to post this e-letter. It may be a few days. The cost of this virus world-wide is estimated in the billions. The virus was launched one week later to the minute of the World Trade Towers...
First off, I want to stop the rumors that I had anything to do with the wording in this week's release of the Beige Book from the Fed. They used words like: "slow growth", "sluggish", "below expectations", "weak demand", "loosening labor markets" and "pronounced reductions in consumer borrowing"....
I laugh in the face of superstition over Friday the 13th. Nothing can be as scary or unpredictable as the stock market has been lately. Following these markets on a daily basis makes Jason seem tame. If you really want to see blood, you need to spend some time reading the recent economic reports.
Faith is an interesting thing. "The substance of things hoped for, the evidence of things not seen," said Paul. Invisible though it may be, faith makes men do things that all the facts in the world, lined end upon end, could not provoke them to do.
The Millennium Wave Investor Sentiment Index is 77, and moving down.
The Millennium Wave Sentiment Momentum Index is 35.25, still trending down.
The Millennium Wave Sentiment Percentage Uptrends is 29.52, and has gone flat!
The Millennium Wave Sector Model has moved to Basic Services (RYBIX)...
The Millennium Wave Investor Sentiment Index is a red-hot 84.4, trending up
The Millennium Wave Sentiment Momentum Index is 46.6, trending down
The Millennium Wave Sentiment Percentage Uptrends is 23.75, leaping up!
The Millennium Wave Sector Model has switched into the Rydex Internet fund...
