Analysis Topic: Stock & Financial Markets
The analysis published under this topic are as follows.
Tuesday, June 05, 2007
Dangerous Divergences in the Global Bond and Stock markets / Stock-Markets / Global Financial System
By: Gary_Dorsch
Once upon a time, many years ago, the US stock market lived in fear of a violent band of traders known as the “bond market vigilantes”. Whenever the Federal Reserve's money supply measures grew too rapidly, or the US economy grew too strongly threatening to stoke higher inflation, the “bond vigilantes” would take matters into their own hands, by jacking-up 30-year Treasury bond yields as much as 25 basis points or short-term T-bill rates by 50 basis points in a single day.Former US Treasury secretary Robert Rubin convinced his boss, President Bill Clinton that taming the “bond vigilantes” by reducing the budget deficit was the best way to reach long-term economic prosperity. As Clinton political guru James Carville famously put it, “I used to think if there was reincarnation, I wanted to come back as the president or the Pope or a .400 baseball hitter, but now I want to come back as the bond market. You can intimidate everybody,” he once quipped. Read full article... Read full article...
Tuesday, June 05, 2007
Asian Stock Markets Hot or Frenzy? / Stock-Markets / Global Stock Markets
By: John_Mauldin
The data from the companies which analyze where investors are putting their money tells us there is a lot of money flowing into international funds and especially Asia. This week's Outside the Box we look at a short but thoughtful piece by my good friend and partner Jon Sundt of Altegris Investments. Jon is personally bullish on Asia, but he offers us a graph and some thoughts of which you should be aware before you start putting money into the high flying Asian funds.I will add a few comments at the end, but let's jump right into Jon's piece.
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Tuesday, June 05, 2007
China Stock Market Crash Changes Nothing / Stock-Markets / Chinese Stock Market
By: Money_and_Markets
Tony here, with an important update on China. Shanghai's stock market tumbled 8.3% on Monday … and that fall came on top of the 6.5% one-day drop we saw last Wednesday.
The reason for the slide: The Chinese Ministry of Finance decided to raise the stamp duty on stock transactions from 0.1% to 0.3%.
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Monday, June 04, 2007
Weekly Stock Market Technical Analysis Report - 4th June 07 / Stock-Markets / US Stock Markets
By: Mike_Burk
The good news is: All of the major indices closed at multi year or all time highs Friday.
Short Term
All of the major indices were up every day last week leaving the market overbought.
Intermediate term
Expanding new highs in a rising market indicate broadening participation.
Monday, June 04, 2007
In the Heart of The Stock Market Mania / Stock-Markets / Liquidity Bubble
By: Captain_Hook
This article was posted for the benefit of subscribers on May 15, 2007
That's where we are at present – right in the heart of the mania. Are we referring to the stock market mania in isolation? Heck no. We are referring to the source of all the manically derived asset bubbles floating round these days, that being the mother of all bubbles then, the credit bubble . And as Doug Noland correctly points out this week in his column, Credit Bubble Bulletin , and as alluded to above, it should be realized these bubbles include more than just ‘investments', but all sorts of things (collectibles), such as fine art . Of course the banking community does not care what people are buying and selling just so long as they are doing exactly that, and at an increasing rate if possible so their job of tinkering with growth rates is eased.
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Monday, June 04, 2007
Nolte Notes - The Bull Market Continues! / Stock-Markets / US Stock Markets
By: Paul_J_Nolte
It was Christmas in June for the financial markets, as they got everything they wanted from the economic reports last week. The consensus view after the reports was that the economic slowdown of the first quarter was merely a blip in the overall scheme, and the economic engine has once again sputtered to life and is running well. Judging by the income and spending report, it is very clear that the consumer is not yet done making purchases – however it is unclear how much of the spending is going toward the high and rising energy products. The employment report was a bit better than expected, however some are quibbling about the “birth/death” rates that are a part of the calculation. Without getting too technical, it doesn't refer to employees being born or dying, rather businesses going out or coming into existence.
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Monday, June 04, 2007
New Profits in the Old World - Europe / Stock-Markets / European Stock Markets
By: Money_and_Markets
When I think of the Old World, among the images that first spring to mind are those of medieval castle towns like Heidelberg, where Rupert the Red founded the fourth university of the Holy Roman Empire in 1386 … or of the Acropolis, rebuilt by Pericles during the Golden Age of Athens between 460 and 430 BC.
It's only on second thought that I remember the modernity of today's Europe.
Similarly, when you think of the European economy, you typically associate it with outdated economic models — burdensome taxation, non-productive social support systems, and a tangled web of government regulations.
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Monday, June 04, 2007
Honest Money Financial Markets Wrap - Stocks, Commodities and Gold / Stock-Markets / Financial Markets
By: Douglas_V_Gnazzo
Economy
The Reuters/University of Michigan's final index of consumer sentiment increased to 88.3 in May, from 87.1 in April.
The Institute for Supply Management's factory index rose to 55 in May, from 54.7 in April.
The National Association of Realtors reported that pending home resales fell 3.2% to 101.4, the lowest since February 2003. The March report was revised down 4.5%. The index is down 10.2% from April 2006.
Rising mortgage defaults are increasing the supply of houses for sale. Banks and other lenders are raising their lending standards, resulting in home purchases being less affordable to fewer buyers.
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Sunday, June 03, 2007
Stock Market Cycle Turning Points Analysis 3rd June 2007 / Stock-Markets / US Stock Markets
By: Andre_Gratian
Current Position of the Market.
SPX: Long-Term Trend - The 12-year cycle is still in its up-phase but, as we approach its mid-point some of its dominant components are topping and could lead to a severe correction over the next few months.
SPX: Intermediate Trend - With the price reaching the preferred target area in an appropriate time frame, the rally from 3/14 should be coming to an end.
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Saturday, June 02, 2007
Trading the Short-term Stock Market Trend Within the Long Term Trend / Stock-Markets / US Stock Markets
By: Robert_McHugh_PhD
We track both the primary (long-term) trend, and the short-term trend. Knowing both is key to making money trading or investing in the stock market . Simply, increase exposure when playing a short-term trend that is in the same direction as the primary trend.Read full article... Read full article...
Saturday, June 02, 2007
Stock Market Perma Bears - Send In The Clowns By All Means! / Stock-Markets / US Stock Markets
By: Clif_Droke
The bull market in stocks continues, but to hear various exponents of the bearish persuasion talk, you'd think the party was ending right now. At least that's the impression I get reading some of their weekly rants on various Internet sites.Read full article... Read full article...
Saturday, June 02, 2007
Stock Market - June Swoon / Summer Rally / Stock-Markets / Elliott Wave Theory
By: Joseph_Russo
"The Raging Bull" we spoke of a couple of weeks ago, appears to have taken up permanent residence across many sectors of the financial sphere. This bull has been relentless, cunning, and quite masterful in dealing with the plethora of participants who have been eagerly anticipating some type of correction – if not an outright crash!
After 11-weeks of nothing but blue sky, we suspect this bull may simply be growing bored of the dominance it imposes upon bears at will. Perhaps a couple of weeks respite in June ought to be a minimum at which this easily antagonized bull may once again become angered, electing to resume its deceptive charge with renewed fury.
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Thursday, May 31, 2007
Will China's "Stamping" Out of Stock Speculation Curb Overall Stock Market Speculation? / Stock-Markets / Chinese Stock Market
By: Paul_L_Kasriel
Effective yesterday, the Chinese Ministry of Finance increased its so-called stamp tax on stock market transactions from 0.1% to 0.3% in an effort to curb speculation in the Chinese stock market. This stamp tax is nothing but a transactions tax imposed on both buyers and sellers of stocks.In reaction to the increased tax rate, the Shanghai Composite stock index fell 6.5%.Read full article... Read full article...
Thursday, May 31, 2007
Metals and US Stock Indices Charts Analysis / Stock-Markets / Financial Markets
By: Investmentscore.com
In this editorial we have incorporated long term charts for gold, silver and the Dow Jones Index with a twenty seven year support line.
In the below charts you will notice:
- Dividing two markets together to create a ratio helps us determine which market is outperforming the other market. For example, in the chart above, when the black line heads higher, the NYSE is outperforming Silver and when the black line heads lower Silver is outperforming the NYSE.
Wednesday, May 30, 2007
China Stock Market Crash Update: The Real Story ... / Stock-Markets / Chinese Stock Market
By: Marty_Chenard
Chinese Government officials got real worried when the Shanghai continued its parabolic rise and blew through its 12 year Major resistance level.
This morning, their markets dropped over 6% after the government increased the stamp tax on Security transactions. The news media are making a "big deal" out of the tax increase by running headlines that say, "China China's CSI 300 Drops After Transaction Tax Tripled ".
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Wednesday, May 30, 2007
GOLD THOUGHTS : Surge in Investing in Paper Equities, Tail End of the Boom? / Stock-Markets / Liquidity Bubble
By: Ned_W_Schmidt
Investing in paper equities has apparently become far easier. Either a stock will be taken private by a speculative investment fund or it will be purchased with money from China's foreign currency reserves. Investment gains have rarely been so assured. Not since internet stock bubble or Florida condo mania have investors faced such odds of winning. Combine those odds with a Federal Reserve dwelling in the la la land of core inflation creates a near perfect story for placing wealth into paper equities.
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Tuesday, May 29, 2007
Stock Market Developing Topping Pattern Over the Summer / Stock-Markets / US Stock Markets
By: David_Petch
The decline in the S&P 500 and other broad market indices likely was a shot across the bow for what lies ahead later in the year. Technically the S&P could have completed the move up, but technical evidence suggests that a topping formation will develop over the course of the summer before a sharp decline in September/October.Read full article... Read full article...
Tuesday, May 29, 2007
A Backdoor Investment Play into Macau / Stock-Markets / Chinese Stock Market
By: Money_and_Markets
Tony Sagami writes: : I've never considered myself to be a yuppie. Even when I was younger, I never drove a BMW … bought a Rolex … or belonged to a country club. I'm just the simple son of a vegetable farmer. I drive a domestic pickup truck, wear a Timex, and shop at Wal-Mart and Costco.
Still, the yuppies were a powerful consumer force. They had a major impact on both the U.S. economy and the stock market. People who invested in companies catering to yuppies made small fortunes!
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Tuesday, May 29, 2007
Honest Money Financial Markets Wrap - Stocks, Commodities and Gold / Stock-Markets / Financial Markets
By: Douglas_V_Gnazzo
Introduction
This week's market wrap is going to focus primarily on the precious metals sector. There are a lot of charts, including a couple of the dollar and bonds.
The recent prolonged correction of gold and silver has produced a good deal of angst in the pm community, as the many emails and comments I've received on my website attest.
I will attempt to address the concerns that were expressed. So let's get to it.
First up is the monthly chart of gold going back to the start of the bull market in 2001.
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Monday, May 28, 2007
CHINA CRASH - Domino Effect on Stock Markets, and Collateral Effect on Resource Stocks... / Stock-Markets / Global Stock Markets
By: Clive_Maund
One of the great fears plaguing resource stock investors is what will happen if the broad market suddenly goes into the tank. This fear is quite justified as resource stocks, in particular gold and silver stocks, have generally performed poorly in comparison with the general stock market over the past year, and every time the broad market shows signs of weakness, they have dropped sharply, a good example being last Thursday.
In this article we are going to take a look at the great Chinese equity bubble, and how the bursting of this bubble will probably affect US stock markets and thus resource stocks.