Where are we now?

by | 02 10 2010 | Blog, Predictions

The last several days of last week saw a new crop of economic data (see my post below). Because of their inconclusive direction, that perrenial investment question needs to be answered yet again: where are we now? This situation has been in place since March of this...

Fears of European crisis way overblown

by | 17 06 2010 | Blog, Predictions

Good morning everyone! For today’s post I wanted to highlight for you why I feel that current investor fears about a collapse of the European economy are way overblown. As far as I can tell most of the fears are sourced in a fear that Spain will be the next...

Data supports blog prediction

by | 15 06 2010 | Blog, Predictions

Bloomberg is reporting this morning that demand for long-term U.S. financial assets surged in March and April.  Recall that I predicted this would happen because of the turmoil in Europe, as well as the fact that the U.S. economy is strengthening.  In March the net...

Patience in the face of fear

by | 20 05 2010 | Blog, Predictions

As I am sure each of you knows the U.S. financial markets have been taking a beating as of late.  Precisely counter to my recommendation to buy into those same markets.  Fear has been ruling the day.  Fear that Europe’s economy may collapse.  I hate to harp on...