Pros sharply divided on direction of stocks Posted on July 13, 2010 by jmcnamara Reply – Stock optimism is insane – Equity markets have put in low for 2010 – Regulatory certainty is good for stocks despite higher taxes – Is the market too hot, too cold or just right?
US marching into economic minefield Posted on July 8, 2010 by jmcnamara Reply – Massive debt wall dead ahead – Waiting for the bond vigilantes to arrive – The coming pension wars
How severe will second half slowdown be? Posted on July 1, 2010 by jmcnamara Reply – Global bond markets signaling significant risk for stocks – Key indicators say downturn is on the way – US Treasury bond pricing assuming near depression scenario