Commodity Rally

| Leave a Comment

Once credit markets get back on track, new construction and manufacturing, to a lesser extent, could come roaring back, outing even more pressure on commodity prices.

Read more

Read more

Bottom for Housing

| Leave a Comment

Perhaps government bailout plans and lower mortgage rates will help. But I’m now officially very skeptical of the consensus 2Q 2009 bottom for the housing market.

Read more

Read more

Gimme Cheap Money

| Leave a Comment

Here’s my headline for the day: Automakers Have a Plan: Ask for More Money. The original $25 billion needed to save the Big 3 is now above $30 billion…. Read more

Read more

The American Consumer

| Leave a Comment

There’s an old Wall Street saying – Never underestimate the American consumer. It’s a back-handed compliment, to be sure. But there’s some truth to it. The U.S. consumer is… Read more

Read more

Obama’s Opportunity

| Leave a Comment

Maybe it’s the freezing temperatures here in our nation’s capital. Or maybe it’s the fact that I’m just tired of watching stock prices fall. But I’m starting to feel… Read more

Read more

The Blame Game

| Leave a Comment

Stocks were unable to build on Thursday’s momentum. Friday’s late sell off seemed like a pretty obvious vote of no-confidence for Paulson. It also suggested the market had low… Read more

Read more

A Loss of Confidence

| Leave a Comment

So much for the silver lining talk. The Dow Industrials seem intent on testing recent lows. The low close came on October 27 at 8,175. The intra-day low came… Read more

Read more

Sands through the Hour Glass

| Leave a Comment

The Federal Housing Finance Agency and major U.S. banks are stepping up efforts to modify mortgage loans to keep homeowners in their homes and paying their bills. Read more

Read more

A Keen Eye for the Obvious

| Leave a Comment

The silver lining for Monday is that some order is returning to the stock market. Declines aren’t triggering stop-losses and margin calls that send stock prices … Read more

Read more
To top