America's Economic Future – A Discussion By Ted Kavadas
U.S. Dollar weakness is a foremost concern of mine. As such, I have extensively written about it. I am very concerned that the actions being taken to “improve” our economic situation will dramatically weaken the Dollar. Should the Dollar substantially decline from here, as I expect, the negative consequences will far outweigh any benefits. The negative impact …
Starting on May 3, 2010 I have written posts concerning the notable divergence that has occurred between the S&P500 and Chinese (Shanghai Composite) stock markets. The chart below illustrates this divergence; it shows the S&P500 vs. the Shanghai Composite on a daily basis, since 2006: (click on chart to enlarge image)(chart courtesy of StockCharts.com; chart creation and annotation by …
On October 17, 2011 I wrote a post titled “Danger Signs In The Stock Market, Financial System And Economy.” This post is a brief 14th update to that post. My overall analysis indicates a continuing elevated and growing level of danger which contains many worldwide and U.S.-specific “stresses” of a very complex nature. I have written numerous …
On June 29, 2011 I wrote a blog post titled “Financial Stocks – Notable Price Action.” Although financial stocks have increased in price in 2012, I continue to believe that the longer-term “price action” of various financial stocks is disconcerting. I view the poor performance of these financial and brokerage stocks to be one indicator …
In the June 29, 2011 post (“Financial Stocks – Notable Price Action”) I wrote the following: I think that the relatively poor “price action” of various financial stocks is notable. It is one of many current indications that overall stock market health is not as strong as a casual glance at the major indices would …
As many are aware, Standard & Poor’s publishes earnings estimates for the S&P500. (My posts concerning their estimates can be found under the S&P500 Earnings tag) For reference purposes, the most current estimates are reflected below, and are as of June 29, 2012: Year 2012 estimates add to the following: -From a “bottom up” perspective, operating earnings of $103.60/share …
U.S. Dollar weakness is a foremost concern of mine. As such, I have extensively written about it. I am very concerned that the actions being taken to “improve” our economic situation will dramatically weaken the Dollar. Should the Dollar substantially decline from here, as I expect, the negative consequences will far outweigh any benefits. The negative impact …
Starting on May 3, 2010 I have written posts concerning the notable divergence that has occurred between the S&P500 and Chinese (Shanghai Composite) stock markets. The chart below illustrates this divergence; it shows the S&P500 vs. the Shanghai Composite on a daily basis, since 2006: (click on chart to enlarge image)(chart courtesy of StockCharts.com; chart creation and annotation by …
The June 7, 2012 Livingston Survey (pdf) contains, among its various forecasts, a S&P500 forecast. It shows the following price forecast for the dates shown: June 29, 2012 1325.4 Dec. 31, 2012 1393 June 28, 2013 1449.2 Dec. 31, 2013 1490.3 These figures represent the median value across the 32 forecasters on …
As many are aware, Standard & Poor’s publishes earnings estimates for the S&P500. (My posts concerning their estimates can be found under the S&P500 Earnings tag) For reference purposes, the most current estimates are reflected below, and are as of May 31, 2012: Year 2012 estimates add to the following: -From a “bottom up” perspective, operating earnings of $104.68/share …