sábado, 1 de junio de 2013

Today’s articles on Macro View

Market Outlook

S&P Target 2000: Air Pocket Ahead - Part IV - II by The Other Street

What Happens If Stocks Crash? by Mike Williams

Too Big To Fail Banks Certainly Have Not Failed by Sy Harding

An Ugly Close To May by Bespoke Investment Group

Corporate Profits Are Still Strong, And Markets Are Still Skeptical by Calafia Beach Pundit

Hovering At Record Levels, Risk Premium Factor Model Shows Market Fairly Valued by Steve Hassett

Sector Relative Strength by Bespoke Investment Group

Right Now Is One Of The Worst Times To Buy Stocks In The Past 40 Years by Jesse Felder

Cyclical Sectors Assume Leadership (For Now) by Patrick J. O'Hare

Higher Interest Rates May Actually Be Good For The Markets And Economy by Robert Wagner

Bulls Get Their Ducks In A Row by Gary Jakacky

Sector Valuation Checkup by Bespoke Investment Group

Is This The Start Of A New Bull Market? by Paulo Santos

Euro Area: Rising Risk Of Bank Failures by Pater Tenebrarum

1994 Scenario: The Market's Worst Nightmare by Chris Ciovacco

Checking In On Mr. Market's Equity Asset Allocation by James Picerno

Friday Finale: Final Chance To Go Away In May by Philip Davis

The 'Great Rotation' May Be Very Different Than Many Think by Larry Trefz

Daily State Of The Markets: Live And Learn, I Guess by David Moenning

Today's Market News To Trade On: 5 Stocks Moving On News by Matthew Smith

Economy Healed? No, Markets Fragile As Miners Recoup by Emmet Kodesh

Gold & Precious Metals

New Gold: Attempting Aggressive Growth by Itinerant

Doug Kass Says Buy Gold by David Zanoni

How The Experts Were Wrong: Gold Failed To Hold $1,400 And The Taylor Rule by Robert Wagner

The 1 Precious Metal You Should Sell Immediately by Ian Wyatt

What Is The Cost Of Mining Gold? by Visual Capitalist

What It Really Costs To Mine Silver: The Coeur D'Alene Mines First Quarter Edition by Hebba Investments

Commodities

Gold Tries To Rebound But Struggles, Natural Gas Plummets, Oil Dips, Grains Outperform by Hard Assets Investor

Record High Crude Oil Inventories by Bespoke Investment Group

March A Good Month For U.S. Oil Production, Energy Sector Continues To Lead The Economy by Mark J. Perry

Denison Mines Positioned Strongly For Rebound by Gary Bourgeault

5 Commodity Stocks Moving On News by Matthew Smith

Economy

Deflation, A Symptom Of Economic Illness by Markos Kaminis

A Look At Indicators: Comparing Market Highs by Keith Libert

PCE Price Index Update: Sorry Fed, The Disinflationary Trend Continues by Doug Short

Market Analysis: Australia by Hale Stewart

April Was A Rough Month For Spending And Income by James Picerno

Restaurant Performance Index At 10-Month High As Operators' Business Expectations Improve by Mark J. Perry

Rail Traffic Remains Sluggish by Cullen Roche

Chicago PMI Surges by Bespoke Investment Group

The Truth About QE, The Deficit, And GDP Growth by Skeptical Investor

Should We Allow Kyle Bass To Bet On The Economic Implosion Of Japan? by Shareholders Unite

Forex

Week In FX Americas - Carney No Loonie Anymore by Dean Popplewell

Week In FX Europe - It Does Not Get Any Easier For EUR Next Week by Dean Popplewell

Week In FX Asia - Where Is Mrs. Watanabe's Money Going? by Dean Popplewell

To Peg Or Not To Peg: Singapore And Hong Kong Dollars by AlphaVN Research

Macro View In 10 Bullet Points by Marc Chandler

Real Estate

The Great Reflation by Peter Schiff

Don't Listen To Pundits That Overhype The Lumber Price Correction by Teenie Cap Research


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