Browsing Tag

Forecasts

Louise Yamada sees stocks below 2002 lows

Edward Harrison Nov 19, 2008

Yesterday morning, I heard Louise Yamada on Tom Keene's show on Bloomberg Radio giving her assessment that stocks may break below 2002 lows. I mentioned this in yesterday's news round-up. But, now I have the audio for you as well.…

Peter Schiff: they laughed at him, now he’s laughing back

Edward Harrison Nov 14, 2008

I have been tied up with other activities all day today. But, I just had to send this post on Peter Schiff. My brother-in-law sent me this video a second ago of Schiff predicting doom and gloom on YouTube. And it's actually kind of funny to…

Daily

The emerging markets crisis

Edward Harrison Nov 11, 2008

Last night an article by Niels Jensen of Absolute Return Partners caught my eye. In it, he made a very strong case for worrying about European bank exposure to emerging markets and its potential for creating systemic risk. I would like to…

Economy

What would an Obama foreign policy look like?

Edward Harrison Nov 6, 2008

Barack Obama promises to make some dramatic changes in U.S. foreign policy after eight years of a neo-conservative agenda. The question really is what would those changes be. Below, David Ignatius outlines a reasonable argument that Obama…

Markets

An amazing market rally. What’s next?

Edward Harrison Nov 5, 2008

While yesterday was a very positive day in U.S. markets, with the Dow up over 300 points, the real action has been in Asia. The Nikkei bottomed at a 26-year low below 7200 on October 27th. Today, it stands at 9114.60. That is a gain of…

Markets

Dollar strength is an illusion

Edward Harrison Oct 24, 2008

I have felt for sometime that dollar strength is a counter-trend that has a sell-by date written all over it. You see, the Federal Reserve is ballooning its balance sheet like nobody's business as it tries to be the global lender of last…

Economy

A shift to Eastern Europe and emerging markets too

Edward Harrison Oct 21, 2008

Yesterday, I made the case for us to be less concerned about the U.S. and even Western Europe, but to be very concerned about a slowdown in Asia. The reasons for this are simple: most analysts now understand the extent of problems in the…

Markets

Sprint: an example of stocks beaten down in the bear market

Edward Harrison Oct 21, 2008

Yesterday, I said I am selectively bullish on stocks and bonds. Prices have come down s far that a number of companies are trading under book value. This suggests that investors are so fearful that they are selling anything or that they…

Markets

Bullish

Edward Harrison Oct 20, 2008

As you may have figured out from my recent commentary, I am a lot more bullish on global markets than I was just two weeks ago. I feel that we have passed a very important stage in this credit crisis and that the panic phase is over --…

Economy

Asia is next

Edward Harrison Oct 20, 2008

So, I am back in the saddle after a great weekend in Palm Beach. And three days almost entirely away from Newspapers, Televisions, Telephones, and Computers is a very good thing to clear the head. (Although I did happen to catch Sarah…

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