Tag Archives: gdp

The Ride of Your Life

Tweet -Europe seconds that emotion 3 things to watch right now: 1. Europe situation resolved (for now) – investors will smile all the way to the bank 2. Stocks set to rally on what’s important – earnings and better than … Continue reading

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Market Update – Bernanke Sings

Tweet Ben Bernanke did not apply another round of stimulus or a QE3 (another Quantitative Easing program) as many had expected or more likely hoped. His non-action on more stimulus is a good thing right now and will ultimately soothe … Continue reading

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Putting on the Brakes

Tweet GDP reiterated at only 1.8% for the first quarter, lower than expected. Initial jobless claims to 10k to 242k, higher thank expected. Durable goods orders well below estimates yesterday. Leading indicators report last week pointing down. All these trillions … Continue reading

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Reality or Illusion? -Can wanting to believe, make it so?

Tweet Not since the Civil War has the country been this split, with half believing that the economy is fully recovering and the other half insisting that calamity is just around the bend. Bookmark on Delicious Digg this post Recommend … Continue reading

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Hey Bernanke, Show us The Money!

Tweet The markets are sending Bernanke a message that it wants more QE, just like it did last year following QE1. Bookmark on Delicious Digg this post Recommend on Facebook Share on Linkedin share via Reddit Share with Stumblers Tweet … Continue reading

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What Happens When The Party’s Over?

Tweet -The end of QE2 creates a real dilemma The Fed’s in a pickle. Keep up with QE2, QE3 or another stimulus by another name and risk runaway inflation. End it, and risk the collapse of the economy which very … Continue reading

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Oil, Oil… It’s all About the Oil!

Tweet The markets are coming to grips that the rising price of oil will crimp economic growth. It is estimated that every $20 rise in the barrel of oil above $80 cause a .8 – 1% decline in GDP, as … Continue reading

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Critical Economic and Market Commentary 08/06/10

Tweet Worse News is Good News The news keeps getting scarier, and the market couldn’t care less. It’s behaving as if bad news is good news and worse news is even better. The 2nd quarter GDP figure of 2.4% came … Continue reading

Posted in 2010, Smart Money Newsletter | Tagged , , , | Comments Off

Bloomberg Interview

Tweet 08/06/10 The GDP numbers are in, and the market response has been curious to say the least. Yesterday I discussed what it all means in an extensive Bloomberg TV interview, some of which I cover in this week’s newsletter … Continue reading

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