dennisgartman.blogspot.com

drmarcfaber.blogspot.com

Marc Faber Blog: Sectors in a bubble

http://drmarcfaber.blogspot.com/2015/08/sectors-in-bubble.html

Thursday, August 6, 2015. Sectors in a bubble. We have a bubble in everything — from stocks to bonds, real estate, high-end real estate and even art. Donald Trump victory a market positive event. Platinum vs Silver vs Gold. In a bull market, silver will tend to outperform gold. In a  bear market, gold tends to outperform silver. Gold, platinum,  silver and pa. India's Raghuram Rajan was one of few Central Bankers to call out the US Fed. Gold shares are still attractive despite the recent correction.

garyshilling.blogspot.com

Gary Shilling Blog: November 2014

http://garyshilling.blogspot.com/2014_11_01_archive.html

Monday, November 24, 2014. Still a bull market although one should be bit cautious. I think we are still in a Risk-On environment. That doesn't mean its a very stable one. I mean the profits growth has really come from cost cutting, margin. Improvements hasn't been solidly based from revenue growth, top line growth, pricing power, its also been a big PE play. Last year two-thirds of S&P was from PE expansion. Monday, November 17, 2014. Gary Shilling on Oil Prices and OPEC. But this has left the Saudi's i...

drmarcfaber.blogspot.com

Marc Faber Blog: May 2015

http://drmarcfaber.blogspot.com/2015_05_01_archive.html

Thursday, May 28, 2015. Janet Yellen will not raise rates this year. The US economy has been decelerating over the last six months. Given this weakness and the backup in yields, I doubt if the Fed will increase rates this year. Rates will essentially stay where they are for the whole year. Furthermore, I would not be surprised if, at some point, they initiate another asset purchase program or QE4. Tuesday, May 26, 2015. Indian stock market could drop 30 percent. Thursday, May 21, 2015. If you look at Kor...

dougkassblog.blogspot.com

Doug Kass Blog: History Rhymes

http://dougkassblog.blogspot.com/2015/08/history-rhymes.html

August 3, 2015. Perhaps an explanation of the market rise over the last years in the face of growing evidence of a slowdown in economic and profit growth is as simple as Paul Tudor Jones reminding us in the above quotes that lost sensibility and irrational behavior often occur at. The terminal stage of important market moves. In early 2000 and late 2007. What we have learned from history is that we haven't learned from history. Gold shares are still attractive despite the recent correction. This is a Fan...

dougkassblog.blogspot.com

Doug Kass Blog: February 2015

http://dougkassblog.blogspot.com/2015_02_01_archive.html

February 27, 2015. Fed is causing markets to rise. I remain surprised that the market continues to be accepting and forgiving of disappointing top- and bottom-line corporate sales and profit growth, which has, as its lead, sub-par domestic and worldwide economic growth. Failed consensus expectations of self-sustaining growth has, arguably, still not reached "escape velocity," as real GDP growth in the U.S. has averaged only about 2.4% growth a year over each of the last three years. February 18, 2015.

dougkassblog.blogspot.com

Doug Kass Blog: August 2015

http://dougkassblog.blogspot.com/2015_08_01_archive.html

August 31, 2015. Retail investors likely to invest less money going forward. It appears increasingly likely that after a series of body blows over the last few months (or really the last few years), individual investors will likely lose interest in the U.S. stock market for some time to come. The possibility of deeper domestic economic pain and disappointment also seems more likely than most expect. And as I mentioned above, it had the look of capitulation to me. The disorder wasn't confined to thinly tr...

garyshilling.blogspot.com

Gary Shilling Blog: July 2014

http://garyshilling.blogspot.com/2014_07_01_archive.html

Thursday, July 31, 2014. Economic strength the solution to Federal debt problems. I disagree with the economic pessimists who believe that persistently slow growth will be the norm for years to come. Yes, huge federal government deficits and debt are a major drag. It’s also true that budget surpluses aren't likely to materialize to shrink the $17 trillion-plus national debt, even if growth resumes. On the outlays side, national defense spending fell 0.2 percent a year as the Cold War ended. Medic...In co...

garyshilling.blogspot.com

Gary Shilling Blog: December 2014

http://garyshilling.blogspot.com/2014_12_01_archive.html

Monday, December 29, 2014. Dont celebrate the low oil prices yet. When the Organization of Petroleum Exporting Countries failed to cut production quotas last month, the initial investor reaction was: Hallelujah! Lots more savings for energy buyers! Blowout Christmas spending by consumers! The celebrations may have been premature. But the list of oil losers may overpower the winners. Almost immediately, energy companies started to cut capital spending, which equaled 0.9 percent of U.S. gro...Also vulnerab...

warrenbuffetinvestment.blogspot.com

Warren Buffett Blog: Buffett quote on opportunities

http://warrenbuffetinvestment.blogspot.com/2015/07/buffett-quote-on-opportunities.html

Friday, July 31, 2015. Buffett quote on opportunities. Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble. Follow on Social Media. Gold shares are still attractive despite the recent correction. World is moving away from Free trade and globalization. Retail investors have come back in the markets. Donald Trump, Markets and Janet Yellen. The Bond market collapse worries the Fed. Avoid High Tech stocks in a Trump presidency. I did not vote for Trump or Clinton. This is...