ECONNIX

Making sense of the noise

Bears make case for bad times continuing

Posted on June 14, 2010 by jmcnamara

Reply

– Look for GDP growth of 2% or less in second half of 2010

– GDP growth slowing and will remain slow for years

– Risk of European credit contagion dictates extreme caution

The case for and against a double dip

Posted on June 9, 2010 by jmcnamara

Reply

– Employment to remain high, but economy will keep growing

– Probability of double dip rising significantly

– Is this just a normal slowdown or a double dip

– Legendary financier wades into double dip discussion

2010-5-20: Opportunities emerge but fear abounds

Posted on June 8, 2010 by jmcnamara

Reply

– 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

Reply

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

Reply

– 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

Reply

– 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