Ten Things Making Me Nervous

Sep 23, 2010 | Asia, Banking, Europe, Interest Rates, Monetary Theory, Taxes

If you look back at my 3rd Quarter Preview (here) I mentioned I forecast the 3rd quarter would be up. That’s proving to be a great move (if I do say so myself).

But what makes me nervous?

This article sums up a lot of my feelings.

Does that mean I’m bearish for the 4th Quarter?

I guess you’ll have to wait until my 4th Quarter preview in a couple of weeks to find out.

Click on this link for FULL  ARTICLE

 

How Financial Reform Will Really Work

Sep 9, 2010 | Banking

It’s taken 2 years but some Financial Reform has finally happened.

Regulation here we come.

I’m not a big fan of most regulation, but regardless of which side of the fence you’re on, here’s a great article that describes how it’s really (probably) going to work.

Click for Full Article

 

Dark Side of Deficits

Sep 1, 2010 | Bonds, Market Commentary

Are we on the cusp of a secular bull market?

Does the economy and the stock market go in sync? Is one a leading indicator for the other?

How do you value the stock market? Forward P/Es or Reported P/Es?

And how will our current deficits affect the answers to all these questions?

This is one of the best articles of the year, packed with information for you to fully understand our current situation. For your convenience, I’ve highlighted what I think is most important.