- By Elliott H. Gue
- July 30, 2010
Consumer spending might be weak, but US corporations are investing in information technology.
- By Elliott H. Gue
- July 23, 2010
The market is reading way too much into some moderation in US economic data--the indicators are far from signaling recession. This major market overreaction sets us up for an important buying opportunity over the next few months.
- By Elliott H. Gue
- July 16, 2010
Although I remain relatively bullish on the economy and markets, I also recommend taking steps to recession proof your investment portfolio.
- By Elliott H. Gue
- July 9, 2010
A dispassionate analysis of the data doesn’t support the conclusion that the world is headed for a double-dip recession, nor does it back up the idea that the EU’s newfound fiscal responsibility will doom the global economy. Rather, the data suggests that we’re in for a slow, grinding recovery.
- By Roger S. Conrad
- July 7, 2010
Investors need to take a step back from the short term market volatility and look at the bigger picture.
- By Elliott H. Gue
- June 25, 2010
With the S&P 500 near the low end of its trading range, a move to the top of that range could be in the offing.
- By Elliott H. Gue
- June 19, 2010
Don’t confuse long-term risks with cyclical trends; the recent pullback is a correction, not a new bear market.
- By Peter Staas
- June 18, 2010
Should individual investors be sweet on Brazil’s sugar industry?
- By Elliott H. Gue
- June 11, 2010
As credit markets begin to stabilize this summer and economic data remains broadly positive, I see the potential for a meaningful summer rally.
- By Elliott H. Gue
- June 4, 2010
The most recent jobs report was disappointing because it comes on the heels of two strong releases. But as prior cycles have demonstrated, employment reports can be volatile on a month-to-month basis. Jobs creation is never smooth in the wake of the recession.
- By Elliott H. Gue
- May 28, 2010
My basic rule is simple: When the market corrects, look to buy groups that are showing relative strength.
- By Elliott H. Gue
- May 21, 2010
Markets most likely will remain calm this summer while fiscally irresponsible European governments pass austerity packages. It will also take time for investors to gain confidence that the Greek credit contagion hasn’t derailed the global recovery. The markets likely will trade sideways before rallying to new highs by year-end.
- By Peter Staas
- May 20, 2010
Although large investment banks have profited enormously from commodities trading over the years, community banks in areas with strong ties to the oil and gas industries usually benefit from robust local economies.
- By Elliott H. Gue
- May 17, 2010
Don’t panic during market corrections; they are a normal and a healthy part of every market advance.
- By Elliott H. Gue
- May 7, 2010
There’s an ancient Chinese curse, “May you live in interesting times.” Between Greek's sovereign debt crisis, yesterday's unprecedented selloff in the stock market and the oil spill in the Gulf of Mexico, it's clear we live in interesting times.
- By Elliott H. Gue
- April 26, 2010
The US and most developed economies face long-term headwinds such as excessive debt and deteriorating public finances, but none of these challenges preclude a cyclical recovery for the economy and another leg higher for the broader markets.
The Bank of Canada, responding to signs of rising inflation and the Great White North's rapid rebound, is likely to raise its benchmark interest rate in June. “Emerging Canada” is all about commodities, Asia and a strong balance sheet.
- By Elliott H. Gue
- April 16, 2010
Few companies ever achieve Apple’s (NasdaqGS: AAPL) profitability and success, but corporations have by far the cleanest balance sheets of any major sector of the US economy. Like Apple, many of the biggest firms have been paying down debt and building up solid cash positions.
- By GS Early
- April 14, 2010
We run down the week in emerging technology from unmanned vehicles to solar power.
- By Roger S. Conrad
- April 9, 2010
A federal court has temporarily halted at least one advance by the forces of government control, ruling the FCC doesn't have the authority to regulate broadband service. What's next?