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Housing – The Long View.

Monday, March 25th, 2013

Today’s Stocks and Topics: Cyprus Economy, Apple Inc., Investing, Pension Plan, (GE) General Electric Co., Bond Funds, ETFs, Electric Utilities.

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Where to From Here?

Friday, March 22nd, 2013

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With no domestic economic news out this morning the market is going to trade on what is going on in Cyprus and what the EU is doing. There is another deal on the table but with the banks are scheduled to reopen on Tuesday. No one is sure that the deal will be accepted by the politicians. Cyprus could be the first one to leave the EU but I doubt it.

Meanwhile Nike reported profits that increased 55% on strong global sales, a pleasant report after the disappointing numbers from Oracle the day before. Earnings season is coming around fast and we are not getting much hint on the health of corporate earnings by these early reports.

There has to be a driver for stocks to go higher and it may be from earnings. In recent weeks economic numbers have been the driver. Now with bad news from Europe trying to muscle in on the headlines and after a prolonged market rally it is likely a pullback is on its way. Earnings, if strong, could postpone the pullback but it’s inevitable.

Good Trading
Steve Peasley



How mutual fund buying matters to your stocks.

Friday, March 22nd, 2013

Today’s Stocks & Topics: Yields and Bonds, The Euro & Cyprus, Baby Boomer Debt, (JCP) J.C. Penney Co. Inc., (ARNA) Arena Pharmaceuticals Inc., (AVAV) AeroVironment Inc., (FB) Facebook Inc. Cl A, (AAPL) Apple Inc., (CELG) Celgene Corp., (MMM) 3M Co.

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Video Market Commentary March 2013, Issue 4

Friday, March 22nd, 2013



What Assets Can Be Held Inside an IRA?

Thursday, March 21st, 2013

Today’s Stocks & Topics: (NLY) Annaly Capital Management Inc., The Euro & Cyprus, Boomer Debt, (RWT) Redwood Trust Inc., (FMCC) Freddie Mac, Capital Gains & Retirement, Retirement Needs, Australia & the Mining Industry, (AT) Atlantic Power Corp., Investing in the Market, (FIRE) Sourcefire Inc., (KORS) Michael Kors Holdings Ltd., (XIV) VelocityShares Daily Inverse VIX Short Term ETN.

 

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The Smell of Stagflation

Wednesday, March 20th, 2013

chinastockmarket460India cut their interest rate by a quarter point to 7.5%. For us that would be an insanely high interest rate as our central bank stands at almost zero percent. So why such a high rate and why the cut for India?

The answers are simple. First, they have a high rate because inflation is running at well above the official acceptable pace of 4% to 6%. They are trying to squash inflation and are having a great deal of difficulty in doing so. That explains the high interest rate but not the cut in the rate. That too is simple: in the most recent quarter, growth has slowed to 4.5%, the slowest pace in 15 months. Not long ago it was almost twice that rate.

India is between a rock and a hard place. They want to spur growth but not fan the flames of inflation. Why do I feel the U.S. might fall into that same hard place in the not too distant future. Will our Fed have to raise rates to head off inflation and when it does will that slow economic growth? Rising rates usually retards growth as it did in India. Then if that happens how do you spur growth if not by lowering interest rates?

India is suffering ‘stagflation’, yes they are still growing and true stagflation is no growth with inflation, but it still feels, smells, and acts like stagflation. How close are we to that possibility?

Good Trading
Steve Peasley



What Does FDIC Insurance Cover

Wednesday, March 20th, 2013

Todays Stocks and Topics: (ARI) Apollo Commercial Real Estate Finance Inc., (ORCL) Oracle Corp., the Bond Crash is
Coming, (TEI) Templeton Emerging Markets Income Fund, (BIDU) Baidu Inc. ADS, Retirement, (O) Realty Income Corp.,
(ARCP) American Realty Capital Properties Inc., (FNMA) Fannie Mae.

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Still a Long Way to Go for housing.

Tuesday, March 19th, 2013

Todays Stocks and Topics: (FMCC) Freddie Mac, (AXP) American Express Co., ETF Battle, (JE) Just Energy Group Inc., I-R-A, (KKR) KKR & Co. L.P., 10 Signs Your Stocks Are About To Tumble, (NMM) Navios Maritime Partners L.P., (KBH) KB Home, Trading.

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Dollar Strength

Monday, March 18th, 2013

126868821_t670x470There is a little reported rally happening in the dollar. For months and even years going back to a peak in 2008 the dollar has been in decline but since February 1st it is up almost 5%. What does this portend for our economy and the stock market?

First, there has been a strong relationship for some time between the stock market and the dollar. As the dollar weakened the stock market gained since the recession ended in 2009. That relationship has been turned upside down as the stock market continues to march up as the dollar rises.

A stronger dollar may not cause problems for the stock market as it signals a stronger economy, however there will be industries that will suffer. U.S. exports are becoming more expensive and those companies that do a lot of business overseas and those that are international in nature will see their profits become constrained.

The more important issue is whether this trend will continue. Not long ago there was talk of a race to the bottom as countries around the world scrambled to weaken their currencies, the U.S. among them. This was a misguided attempt to spur growth through exports. Today the dollar strength has little to do with that attempt and is more aligned to the fact that the U.S. is one of the stronger economies in relative terms.

For investors a stronger dollar is neither good nor bad just another piece of the puzzle in searching for profits.

Good Trading
Steve Peasley



Why an S&P 500 Record Means More for You Than a Dow High

Monday, March 18th, 2013

Todays Stocks and Topics: Chinese Housing Market, Cyprus Bailout, The Bond Market, Europe, The Dow vs. S&P
500, (IAG) IAMGOLD Corp., (LLY) Eli Lilly & Co., Dividends.

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