America's Economic Future – A Discussion By Ted Kavadas
On March 1 I wrote a post titled “The Stock Market Bubble – Various Aspects.” In that post I highlighted a variety of factors that support my conclusion that the entire stock market is experiencing a bubble. One of the factors listed was “Extremely rapid valuation increases seen in a variety of private (tech) companies to …
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 …
As many are aware, Standard & Poors publishes earnings estimates for the S&P500. (My previous posts concerning their estimates can be found in the under the S&P500 Earnings tag) Currently, their estimates for 2011 add to the following: -From a “bottom up” perspective, operating earnings of $98.06/share -From a “top down” perspective, operating earnings of $94.89/share …
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. Since that May post, the divergence has grown. The chart below illustrates this divergence; it shows the S&P500 vs. the Shanghai Composite on a daily basis, LOG scale, since 2006: (click …
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 …
The reasons behind Gold’s (as well as Silver’s) price movements is always complex. There are a lot of factors involved. Back on September 22, 2010, I wrote a blog post (on another site) titled “What is Gold ‘Telling Us’”? I have reprinted it below, as I think that it is important to recognize the potential …
In yesterday’s post I displayed various charts of the U.S. Dollar from a long-term perspective. Below is a chart that I find interesting. It shows, from the year 2000 to present, the prices of Gold and the U.S. Dollar on a daily basis, linear-scale: (chart courtesy of StockCharts.com; annotation by the author) (click on chart …
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 …
“Don’t fight the Fed” is a phrase that has been in existence for decades, and has been heard often, especially lately. Other related phrases heard include “the Fed’s got your back.” And, of course, “the Bernanke Put” and, while Greenspan was Federal Reserve Chairman, “the Greenspan Put.” Many of these phrases seem related to the …
As many are aware, Standard & Poors publishes earnings estimates for the S&P500. My previous posts concerning their estimates can be found on September 17, May 30, and December 30) Currently, their estimates for 2011 add to the following: -From a “bottom up” perspective, operating earnings of $96.21/share -From a “top down” perspective, operating earnings …