Browsing Tag

bears

The Global Slowdown Will Accelerate

Comstock Partners argues that slowing growth as well as deficit and debt problems in the Eurozone, U.S., China and the emerging nations increases the odds of a deflationary global recession and a renewed down leg in the ongoing secular bear…

Secular Bear Market?

We received a phone call over the weekend from a close friend and someone who reads our comments religiously. He had a question for us. He wanted to know if we were still in the secular bear market camp or have we thrown in the towel since…

An Agreement That Few Believe

According to their own public comments, the EU, ECB and IMF do not have much confidence that their agreement with Greece will avert default. Instead they are apparently trying to isolate Greece, delay its eventual default, prevent…

Market Facing Strong Headwinds

All in all, the negative fallout from the EU sovereign debt crisis and the outlook for the U.S. economy are likely to have a strong downward pull on the stock market. Rather than reflecting fear, the market seems unusually complacent as…

The Ugly Chart Contest

Here’s a couple ugly charts we’re monitoring: China’s Shanghai Composite stock index and Commodity Research Bureau Index (CRB). Do you think there’s causality here? Remember the “China is buying/hoarding every commodity” story?

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