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If Everything Is So Bad, Why Is the Market Going Up?

The French Wildcard: Francois Hollande

Spain’s Economic Contraction Will Deepen, Deficit Will Grow

NEW YORK (TheStreet) — In the next year, the outlook for gold prices will go from bad to worse. Particularly for the next three to six months, a liquidation phase in the current cyclical bear market in gold is likely to develop. Unless investors [Read More...]

Kostohryz: Is the S&P 500′s New High Fundamentally Warranted?

April 01, 2013 - (0) comments

NEW YORK (TheStreet) — The S&P 500, along with most broad-market index ETFs such as the SPDR S&P 500 (SPY), SPDR Dow Jones (DIA) and ProShares Q’s (QQQQ), made fresh all-time highs on the last trading day in March. Are such new highs fundamentally [Read More...]

Kostohryz: Prepare Now for Major Bank Runs in Europe

March 27, 2013 - (0) comments

NEW YORK (TheStreet) — Most people don’t comprehend the significance of the new bank “bail-in” model of bank restructuring in Europe. Major bank runs are a serious threat. Therefore, you should have your trigger finger ready to sell. Obviously, that means European stocks and [Read More...]

The ‘Too Big To Jail’ Red Herring: The Jamie Dimon Edition

March 18, 2013 - (0) comments

After sensational revelations emerged last week that JPMorgan (JPM) CEO Jamie Dimon may have withheld information and/or otherwise deceived the public and regulators concerning risk exposures at that institution, many media commentators have (once again) gotten all lathered up in righteous indignation about the [Read More...]

How Inflation Could Happen In The U.S.

February 23, 2013 - 7 Comments

Views are sharply divided amongst economic analysts regarding whether inflation poses any serious threat to the US economy. One group argues that Fed “money printing” through QE is certain to cause inflation. Another group argues that it is not possible for the US to [Read More...]

Will Apple Exist 3 Years From Now? How Much Will It Be Worth?

February 22, 2013 - (0) comments

Most of us, including myself, suppose that Apple (AAPL) will be around in three years. But the more relevant question to ask is how much should an investor be willing to pay for shares of the company three years from now? Or, in other [Read More...]

Lots Of Dumb Money On The Sidelines: Should Smart Investors Buy Stocks?

February 20, 2013 - (0) comments

We’ve all heard the story: Joe Sixpack was scared out of his wits by the 2008-2009 crisis and he sold out near the lows. Now he’s got piles of cash idly sitting on the sidelines and he is feeling incredibly anxious about having missed [Read More...]

Cash Hoards On The Sidelines And The Great Rotation: Old Myths Meet A New Reality

February 16, 2013 - (0) comments

I have been in the investment world for over two decades and I can tell you that few topics are discussed more often in this business than the amount of cash that is “on the sidelines.” Presumably, when there is more of it, potential [Read More...]

2013 Outlook: Stock Bulls May Have Room To Run, Bond Vigilantes Lurk

February 02, 2013 - (0) comments

My 2013 outlook is coming a bit late this year and so readers should assume that it covers the period from February 1 through December 31, 2013. Let us review where we have stood previously. I was tactically (medium-term) and strategically (long-term) bearish at [Read More...]

2012 Review: Why Stocks Rose, Where I Was Wrong And What I Would Do Different

January 31, 2013 - (0) comments

2012 Performance: Why Stocks Rallied While the performance of the S&P 500 in 2012 was “middle of the pack” in terms of annual rankings (40th out of 85 years since 1928), this result exceeded the expectations of many analysts, including myself. In this article [Read More...]

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