Roger’s latest video up covers the negative stock market sentiment in and hidden opportunities for investors.
Article in Review: “Riding the Chuck Wagon,” by Peter Staas, Nov. 11, 2009.
I expect third-quarter GDP numbers to reflect a slight uptick in the US economy. This development, plus results from US midterm elections, sets the table for a year-end rally in the stock market.
The Federal Reserve’s Beige Book reports strength in travel and agricultural products.
An article on Yahoo! Finance caught Roger’s eye this week, suggesting that no one’s bullish right now. While there may be some grain of truth to that sentiment, this suggests there are some very low expecations out there and a lot of upside, particularly if you choose the right companies. [youtube]http://www.youtube.com/watch?v=pwTSXfqObPI&rel=0[/youtube]
Key economic indicators continue to point to lukewarm growth, but a double-dip recession in the US remains highly unlikely. More important, analysts and investors have slashed their expectations for growth, setting the table for a market rally into year-end.
There’s a fundamental reason for the market’s aversion to the election cycle: uncertainty. But all signs suggest that the outcome of this year’s midterm elections could provide a catalyst for stocks.
A close analysis of US corporate earnings and inflation statistics underscore the importance of investing in companies with exposure to emerging markets.
Whatever label it bears, the Fed’s decision to roll maturing debt securities into
Knowing which stocks to avoid or sell short can cushion your portfolio when the market drops.
