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Wednesday, July 09, 2008
A Market Of Stocks
Bernanke demands ultimate power
The Fed may have a hard time justifying higher borrowing costs as long as a temporary program for emergency lending to nonbanks remains in place
The market's two biggest fears - an attack on Iran & a collapse of a U.S. regional bank
G-8 leaders indicate inflation is primary concern
U.S. dollar-pegged currencies pose risk to global economy
Three reasons the dollar rally continues
Five themes you need to know
All that remains is the dating for U.S. recession
Bottom fishing can be risky business
More speculation over subprime loss estimates
Banks find a way to cushion losses
SEC should investigate Bear collapse
Mortgage applications were up +7.5% last week
While consumer spending and income are up, thanks to the tax rebates, the consumer spending numbers show the way the money is being spent and it is not very encouraging
Earnings estimates fall as we head into reporting season
"Our valuation models are indicating that there is not a huge amount of downside risk. Since 1945 70% of all bear markets bottomed out with P/E ratios around the historical median of 17.3-times normalized earnings." - Leuthold Group
Has the market become too fixated on the VIX?
If everyone is going short, that may help explain why there's not as much fear
The insiders still aren't selling into the declines
"You must remember that the reasons we get paid more as equity investors are the ups and downs we experience in the market. To stay true to your investing strategy, you must act the opposite of how you feel." - Jonas Zamora
In spite of long periods in the doldrums, stocks are a better long-term inflation hedge than anything else.
Bearish waves from "Elliott Wave" forecast
Why you need to be cautious
Hopes for second half recovery are fading fast
The hedge fund pros are very hungry
New age rumor spreading on Wall Street
The biggest hedge funds are on a hiring binge
Investing, post-Bush
With oil prices up, people want to live closer to work
Paulson latest idea to save the housing market
Housing bill's tax credit draws criticism
Home downsizing could become more common as energy costs rise and the population ages
After our move to Utah, perhaps I should try to save more energy
The S&P 500 priced in eggs?
Lower oil, higher stocks?
What's going on at the Strategic Petroleum Reserve?
Pickens' Plan promotes wind & natural gas
And water!
Big investors put retirement funds in commodities
Commodities look like the tech bubble
The final throes of the commodity rally
Politicians who try to make oil cheaper by restraining speculation will just make things worse
Gold timers apparently aren't worried about gold
What's up with biotech recently?
Analyst price targets for the Dow 30
S&P 100 highest and lowest default risk
According to James Altucher, stocks that will move the fastest are the ones that have been most beaten down
5 soaring stocks ready for a fall
More bullish chatter on Fuel Systems
Top 10 holdings of the Centurion Christian Values fund
Investor sentiment is especially indicative of future performance by the most speculative stocks
Some thoughts on trade sizing
Are you an irrational investor?
The psychology of profitability
Traders often learn how to improve by playing poker
How have investment advisers performed over the very long term? Mark Hulbert runs the numbers
ETFs have become in vogue to hedge risk
Avoid the tax trap of commodity ETFs
A problem with income-oriented funds
A few more ETFs bite the dust
Treasury Inflation Protected Securities aren't living up to their name for bond investors
Special purpose acquisition companies - or Spacs - are struggling to win over investors
9 mutual funds with above average long-term returns and low initial investment requirements
Seeking the perfect investment? Don't waste your time!
How to calculate how much money you need to retire
An eBay for frequent flier miles?
Thanks Roger for the timely reminder that life can be simple, if you let it
RIP John Templeton
What is your life plan?
"In any contest between power and patience, bet on patience." - W.B. Prescott

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