I'd like to return to a theme we were discussing last week concerning our expectations for this year's upcoming 4-year cycle bottom. We touched on this in a recent commentary and we'll discuss it some more here. The theme I'd like to emphasize is that in years when the 4-year ... Read More
Category: Clif Droke
22
May2010
Much has been written about the so-called “flash crash” that occurred on Thursday, May 6, which saw the Dow Jones Industrial Average lose nearly 1,000 points intraday. But did this sell-off fall under the category of a crash or a panic? The difference between the two events ... Read More
May 22, 2010chanakya
24
Apr2010
Speculation has been rife in the financial press lately about the possibility of another financial market meltdown. It seems that investors are waiting for the proverbial “other shoe” to drop as worries continue to mount over the sustainability of the financial market recovery that began over ... Read More
April 24, 2010chanakya
19
Apr2010
David Knox Barker is one of the leading authorities on the economic long wave, otherwise known as the Kondratieff Wave (a.k.a. “K Wave”). Barker has had an impressive career both as a financial market writer and long wave analyst, as well as being an entrepreneur in ... Read More
April 19, 2010chanakya
09
Apr2010
David Knox Barker is one of the leading authorities on the economic long wave, otherwise known as the Kondratieff Wave (a.k.a. “K Wave”). Barker has had an impressive career both as a financial market writer and long wave analyst, as well as being an entrepreneur in the field of emerging ... Read More
April 9, 2010chanakya
07
Apr2010
Let’s turn our attention to real estate for a minute. The thorn in the economic recovery’s side, after all, has been the mortgage market. Investors are worried that with so many mortgage holders under water, the hoped for economic reversal has no chance to stick. Debt relief has been a ... Read More
April 7, 2010chanakya
27
Mar2010
In the current phase of relative peace and stability we now enjoy, many are questioning when the next major war may occur and speculation is rampant as to major participants involved. Our concern here is strictly of a financial nature, however, and a discussion of the geopolitical ... Read More
March 27, 2010chanakya
10
Mar2010
I received an interesting e-mail the other day that sheds some light on the current state of investor psychology. He writes, “I hear from a hedge fund and analyst friend that most major cycle work tops out from this coming week thru April and [he says] it’s ... Read More
March 10, 2010chanakya
23
Feb2010
What a difference a month makes! It was only a month ago a leading financial publication came out with the story, "U.S. economy still hemorrhaging jobs despite stimulus." The press was all over the employment data and concluded that the stimulus had utterly failed. They were of ... Read More
February 23, 2010chanakya
12
Feb2010
In a recent issue of Barron’s addressed the question of silver possibly having another outperformance in the coming year. The article asks, “Will the poor man’s gold shine in 2010?” The opinion piece (“Gold Isn’t All That Glitters,” by Allen Sykora) drew attention to the other white ... Read More
February 12, 2010chanakya