Daily Markets - Financial News & Opinions |
- Will The Euro Become The Most Hated Currency In 2010?
- 2010 Economy Outlook: Inverse Goldilocks?
- The Stuff Of The Frenzied Crowd
- REIT ETFs Have Appeal Despite Gloomy Real Estate Market
- Small Sum Of Savings: Invest In ETFs Or Stocks?
- “Hope” Was The Big Word For 2009. Here’s Hoping That “Change” Is It For 2010
- Stocks And Commodities May Look Vulnerable, But The US Dollar Looks Poised For A Very Healthy Bounce
- America Taking Two More Steps Towards Argentina
- Stock Investor Sentiment: Tipping Point?
- 2009 Performance And Relationships Between Bonds, Stocks, Commodities And The US Dollar
| Will The Euro Become The Most Hated Currency In 2010? Posted: 03 Jan 2010 11:01 PM PST For the better part of 2009 the U.S. dollar was the world’s most hated currency. But it’s looking increasingly likely the tables could turn in 2010. And the euro could take over that unenviable title. In recent weeks we’ve seen a surge in scrutiny over sovereign debt. First, it was announced that Dubai would be “restructuring” its debt (i.e. default). And then the focus quickly turned toward the Eurozone’s weakest link - namely Greece. This type of scrutiny can snowball quickly. … [visit site to read more]
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| 2010 Economy Outlook: Inverse Goldilocks? Posted: 03 Jan 2010 10:01 PM PST Diverse opinions about 2010 may shift into an “Inverse Goldilocks” outlook - some areas are too hot while others are too cold. Canadian housing turnover is at record levels and Chinese manufacturing and consumption are running hot, and both are prompting caution about sustainability. At the same time spending in the US and Japan remains weak despite massive government spending. Capital allocation underlies each. The imbalances that created the Crunch were low borrowing rates for banks, and … [visit site to read more]
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| The Stuff Of The Frenzied Crowd Posted: 03 Jan 2010 09:01 PM PST Social and cognitive psychologists have identified a number of predictable errors (psychologists call them biases) in the ways that humans judge situations and evaluate risks. Biases have been documented both in the laboratory and in the real world… - Nobel laureate Daniel Kahneman Like his furry Himalayan … [visit site to read more]
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| REIT ETFs Have Appeal Despite Gloomy Real Estate Market Posted: 03 Jan 2010 08:01 PM PST Real estate investment trusts, or REITs, have been a source of stability and nice yields. Lately, this has not been the case. Does this mean you should count out REIT exchange traded funds (ETFs)? The month of December was a winner for many REIT ETFs, as most of them climbed to the top of charts, despite a dreary real estate market. Gary Gordon for ETF Expert says a cynic might argue that the run-up in REIT ETF purchases is merely a function of year-end yield hunting. Yet quarterly … [visit site to read more]
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| Small Sum Of Savings: Invest In ETFs Or Stocks? Posted: 03 Jan 2010 07:01 PM PST Q: I like to know how much should i allocate to ETF if i only have a small sum of money for investment. Should i put the money into many different stocks or is it recommended to put in just 1 stock like ETF? Leong Sze Hian, President of the Society of Financial Service Professionals. Leong Sze Hian: Since you have a small sum (what is small to you, may be large to me, Ha Ha), from the perspective of transaction costs, it may not be cost effective to invest in stocks. One would need … [visit site to read more]
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| “Hope” Was The Big Word For 2009. Here’s Hoping That “Change” Is It For 2010 Posted: 03 Jan 2010 06:01 PM PST Despite a strongly bullish year in which the S&P 500 lifted +23.5% from 903.25 to 1115.10, and where the Bullish index stands at approximately 80%, traders are unhappy, not so much with prices but with the institutions that are supposed to be the bedrock of capitalism. http://tinyurl.com/ydgweb3 Looking back at 2009, I think the big story in capital markets is the public’s loss of respect for the US Treasury, the Securities and Exchange Commission, the Federal Reserve Bank, Humungous … [visit site to read more]
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| Stocks And Commodities May Look Vulnerable, But The US Dollar Looks Poised For A Very Healthy Bounce Posted: 03 Jan 2010 05:01 PM PST With the precipitous tail end of 2008’s crash extending into March 2009 (and the relentless rise over the rest of the year), it hasn’t even remotely resembled a “normal” year for stocks. Rising from the depths of gloom and abject terror that started the year, the bulls have taken charge and steadily driven the index higher in an nearly unbroken straight line. If you bought the S&P in March, you’d be enjoying a magnificent return on your investment right now. From sub-700 to more than … [visit site to read more]
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| America Taking Two More Steps Towards Argentina Posted: 03 Jan 2010 04:05 PM PST Several months ago I wrote a piece called Going south to Argentina, where I described the process where the United States and Argentina parted paths as promising emerging market economies about a century ago. However, much of the malaise that has plagued Argentina is now showing up in America today. What happened to “inalienable rights”? Recently I saw two more steps that America is taking down the road to Argentina. Yves Smith at Naked Capitalism writes:
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| Stock Investor Sentiment: Tipping Point? Posted: 03 Jan 2010 04:01 PM PST From an investor sentiment perspective there is very little to like about the current US equity market. The “dumb money” continues to be bullish to an extreme. The “smart money” is neutral to bearish. Company insiders continue to be relentless in their selling. The Rydex market timers are their most bullish since mid August. With most investors in the bullish camp, at some point the market will reach its tipping point, and it is my expectation that this will be sooner than later. After … [visit site to read more]
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| 2009 Performance And Relationships Between Bonds, Stocks, Commodities And The US Dollar Posted: 03 Jan 2010 11:01 AM PST Let’s take a quick end-of-year look at the major Quad-Markets - Bonds, Stocks, Commodities, and the US Dollar Index - to see both the relationship and performance in 2009. Don’t we wish we had this graph in front of us as we started last year! From StockCharts.com’s PerfChart data, we see the following returns for 2009 for the broad market indexes: $CRB - Commodity Index (blue): Up 20% $USD - US Dollar Index (green): Down … [visit site to read more]
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