ECONNIX

Making sense of the noise

2010-5-20: Opportunities emerge but fear abounds

Posted on June 8, 2010 by jmcnamara

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– Tech is a bright spot as it enjoys a cyclical recovery

– Oil below $70 a major buying opportunity but gold outlook unclear

– Euro crisis means Fed interest rates on hold for several quarters

– Housing prices likely to stay flat for several years

2010-4-1: Time for a breather after hugh gains

Posted on June 8, 2010 by jmcnamara

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Be cautious on stocks and use dollar cost averaging

Euro Zone facing grim economic outlook for many years

Look for oil above $85 a barrel if dollar weakens

2010-3-29 Growing deficit is major headwind

Posted on June 7, 2010 by jmcnamara

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– US budget deficit takes rapid and historic turn for the worst

– Debunking the idea of the new normal recovery

– Tech showing very bullish signals

– Japan’s troublesome deflationary spiral

2010-3-15: Markets looking to go higher

Posted on June 7, 2010 by admin

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– Markets set to grow 10% over next few months

– Fiscal Train Wreck likely in 2014-2015

– Leave China alone or get clocked

– Fed expected to continue easy money through at least mid-year

– Market pull back coming soon