miércoles, 18 de diciembre de 2013

Today’s articles on Macro View

Market Outlook

Wall Street Breakfast: Must-Know News by Wall Street Breakfast

Cramer's Mad Money - Safety Stocks Are Torture Trades (12/17/13) by SA Editor Miriam Metzinger

CA Tech Not A Buy, Sirius Is A Buy, And What's Next For The Market by The Oxen Group

What If Stocks Crash And Don't Bounce Back? by Eric Parnell

Mistaken Inferences About Markets by Jeff Miller

Low Inflation Leaves Fed's No Taper Door Open by Chris Ciovacco

Homebuilder Confidence Finishes 2013 On A Positive Note by Bespoke Investment Group

Federal Reserve Impact On Asset Classes by Salil Mehta

S&P 500's Valuation, Jobs Deficit And The Wealth Effect by Carlos X. Alexandre

Today's Market: Stocks Moving On Dividend Increases And Buybacks by Matthew Smith

2-Day Fed Meeting Begins, But Market Still Open by Danny Riley

Daily State Of The Markets: 2014 - What's The Plan, Stan? by David Moenning

Gold & Precious Metals

The Dead Cat Dollar Outperforms Gold, Silver And The HUI by Bob Kirtley

Zero Hedge Is Wrong About Gold by Christopher Drose

Miners Should Launch A Gold Cartel Or Risk Losing Everything, Advises Stephan Bogner by The Gold Report

St. Andrew Goldfields Is Significantly Undervalued With Multi-Bagger Potential by Steve Nicastro

Sandstorm Should Benefit From Primero Deal by Itinerant

How The Market Has Excessively Discounted IAMGOLD by Christopher Wallace

Will Barrick Gold Shine Again? by Gabe Ortt

Commodities

Future Difficulties In Ultra-Deepwater Market Likely To Be Focused On Lower End by Power Hedge

Canada Pension Plan/Assiniboia Land Purchase Is Bullish For Western Canadian Agriculture by Bob Evans

Commodities Today: Foreign Diplomacy And America's Need For Energy Exports by Matthew Smith

Brutal Weather Hurting Oil Producers, Benefiting Natural Gas Producers by Josh Young

Aluminum Outlook 2014: Million-Dollar Question Targets Physical Premiums by MetalMiner

Economy

The Big 4 Economic Indicators: Industrial Production Surprises To The Upside by Doug Short

Tapering Now Is A Terrible Idea With Holiday Spending At Risk by Markos Kaminis

Analysis Of The Fed's Options: Taper Or Minsky Moment by One Eyed Guide

Retail Overdue For A Makeover? This Applies To Retail Chains And To Commercial Banks by John M. Mason

An Analysis Of Government Statistics Part 1: Introduction And The CPI by Ben Kramer-Miller

Forex

Sterling Steals Spotlight Ahead Of FOMC by Marc Chandler

USD/CAD - Modest Gains Despite Strong Canadian Mfg. Sales by Dean Popplewell

GBP/USD - Pound Slips As British CPI Dips by Dean Popplewell

AUD/USD - Aussie Remains Weak After RBA Minutes by Dean Popplewell

What To Expect From Yanukovich's Visit To Moscow by Marc Chandler

Real Estate

Homebuilder Blues: NAHB/Wells Fargo Homebuilder Ratings - December 2013 by Sold At The Top

Housing Market Setting Up For Another Crash by EconMatters

Pent-Up Demand Pushes Up Housing Market Index by Dr. Duru


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