Today’s Big Story: Chindia calls the shots. As you know, one of the biggest trends we’re following these days is the rapidly growing economies of China, India, and their Asian neighbors – Chindia, for short. Read More

Inflation was a mere 2.2% in 2004, according to figures released last week. That’s if you exclude the price of energy and food, which only the government considers unimportant. Nonetheless, we remain convinced that inflation will not remain under control for long. Nor are we alone in that opinion. Read More

On Friday, the Labor Department announced that the Producer Price Index fell by 0.7 percent in December.   But don’t think this means the inflation monster is being forced back into its cage.   Read More

For some time now, I have been warning you that, before this decade is out, our beloved country will likely experience a round of soaring inflation that will rival that of the 1970s. The main driver of this inflation will be higher energy costs along with a rise in general commodity prices. Read More

After finishing 2004 within a whisker of recovery highs, stocks sold off today. The culprits were some profit taking and weakness in energy stocks and just general nervousness in the face of the many analysts who are forecasting that 2005 will be a down year. Read More

For the past decade and longer, stocks have typically rallied during the last week of the old year and the first week of the new. Barring an unforeseen event, we don’t expect things to be any different this time around. So look for stocks to move higher at least over the short term. Read More

Year-end cross-currents combined with dollar and energy worries kept stocks in check last week and today. Our comments from last week still stand. Namely, despite continued bullish readings from our short-term Master Key, we would not be surprised to see this churning action continue through the end of the year and perhaps into the early part of January. Read More

Nextel neared a 52-week high of $30 after Sprint agreed to buy the company for $35 billion. The combined business would have approximately 40 million subscribers, making it the third largest provider in the U.S. behind Cingular and Verizon Wireless. Read More

After a couple of weeks of lackluster action, stocks gained ground today. Though our short-term indicators remain bullish and our long-term key has further improved, thanks to last week’s decline in oil, today’s rally does not have the kind of credentials to suggest it will carry stocks to significantly higher levels. Volume and breadth were both lacking. Read More

For now the cross currents from three major investment themes – Chindia, energy, and the dollar – have been more or less offsetting one another. As a result stocks have been meandering for the past week or so. Read More