Forecasts

Stock markets are seriously overbought right now.  But, the rally in shares has been bolstered by better than expected economic data and earnings reports.  I first pointed to a rally in shares in March, but I didn’t get fully onboard until…

This is a translation of a Spanish-language article from Finanzas. For UBS, there is no debate about the economy’s green shoots despite the improvement in employment and the slowest fall in consumption and industrial production. In a harsh…

I love this guy. If you are looking for a guy who is super bearish on the U.S., then David Tice is your man.  He sees unemployment at 15%, stocks well down from present levels and a serious Depression with a Capital-D in the…

A recent poll which ended on Wednesday as to when the economy will recover yielded the results below: Clearly, you think this downturn has legs! Please feel free to ping us with other important questions we should be asking…

I am still away on Holiday in Mexico but have been checking the news and was not surprised to learn about the recent Wells Fargo announcement. I am coming off the fence here and looking for a bullish outcome on financial services. The…

Update: 3 Apr 2009: I have been getting more positive about the possibility of a cyclical upturn before 2009 is over (what I like to call a fake recovery). Meanwhile, the punderati are seeing black when they should be seeing shades of…

Back in February I posted an article called "The bullish argument for the global economy" highlighting Goldman Sachs' Chief Economist Jim O'Neill's bullish view for the economy. O'Neill believed in February that a economic rebound was…

Recently, I have highlighted the comments of a number of investing gurus, most of whom are fairly positive on the market. This includes Jeremy Grantham, Marc Faber, Bill Fleckenstein, Fred Hickey, Marty Fridson and Steven Leuthold (Louise…

Marc Faber is a definite bull right now, despite his title as Dr. Doom. In the video below he makes his case for gold miners and for a general equity rally through April. His main points are: