Last night’s price action in Europe after the announcement of the Cyprus deal was very interesting. The banks were the hardest hit, as you would expect.
March 26th, 2013 | Murray Dawes+ | 4 comments | ContinuedAll Posts Tagged With: "ASX 200"
Stock Market Lesson 5082
When the stock market is good and ready to hand out a lesson, that reality will prove painfully obvious
March 15th, 2013 | Greg Canavan+ | 0 comments | Continued
Why the Stock Market is Like a Deer in the Headlights
The simple truth is that the stock market as a whole is going nowhere. It’s like a deer in the headlights. A few percent up, a few percent down. We’ll show you just how flat it’s really been today.
March 9th, 2013 | Nick Hubble+ | 0 comments | Continued
The Great Rotation Into Stocks
If you’re troubled by things that don’t make sense, then this share market rally will trouble you. It probably won’t trouble you too much if you’re making money, which is why it won’t trouble most investors. But the trouble, in any event, is that earnings expectations for 2013 are headed down for most stocks, not up.
February 4th, 2013 | Dan Denning+ | 1 comment | Continued
The Bank of Japan Fires a Pop-Gun
Japan just fired a shot in the currency war, but the hype was more effective than the action itself. The Bank of Japan (BOJ), it seems, only has a pop gun.
January 23rd, 2013 | Greg Canavan+ | 1 comment | Continued
Range Bound Profits in a World of Information Anti-Symmetry
The whole world is range bound. ‘Range bound’ describes prices that move sideways. A range bound market is to investors like the doldrums are to sailors.
January 19th, 2013 | Nick Hubble+ | 0 comments | Continued
Downside in the Yen: Shinzo Abe and the Three Bears
We may still be at the very beginning of a large move to the downside in the Yen. And we could be witnessing a return to the old ‘Yen carry trade’ game.
January 9th, 2013 | Murray Dawes+ | 0 comments | Continued
How Stocks Beat Bonds and Commodities in 2012
It’s customary to look forward when the New Year has begun. But we can’t help looking back at 2012 one last time. What actually happened? And did anything happen that gives you a leg up on 2013?Stocks turned out to be a lot safer than commodities and bonds but not because they were a great buying opportunity.
January 2nd, 2013 | Dan Denning+ | 0 comments | Continued
The Stock Market Has Gone Barking Mad
The stock market is failing to communicate accurate information about the economy. Its barking at investors and the bullish analysts are slobbering all over themselves.
December 17th, 2012 | Dan Denning+ | 2 comments | Continued
The Price of Risk in the Stock Market
If the Reserve Bank of Australia (RBA) is lowering interest rates due to deterioration in the economy is that really a signal to buy the stock market?
December 12th, 2012 | Murray Dawes+ | 0 comments | Continued
Avoid the Slaughter: Watch This Key Stock Market Pointer
It’s quite clear that the 200 day moving average often provides support for the stock market when it’s in a long term uptrend. But it’s also clear that when the 200 day moving average can’t support the stock market the results can be quite dramatic.
November 14th, 2012 | The Daily Reckoning+ | 1 comment | Continued
Australian Banks: Floating on An Air of Invincibility
The economy is slowing. Credit growth is at multi-decade lows. Up until now, the Australian banks have been almost bullet-proof. Up until now, that is…
November 9th, 2012 | Greg Canavan+ | 4 comments | Continued
The Big Fall in the Stock Market is Still to Come
What a difference a week makes. Overnight we saw the Dow Jones fall over 200 points for the second time within a week. But it won’t be until the stock market is much lower than here that we will see investors getting nervous.
October 25th, 2012 | Murray Dawes+ | 4 comments | Continued
Australia’s Economic Boom in Reverse
The global debt binge fuelled China’s rise. That fuelled Australia’s economic boom time. It’s now set to work in reverse.
July 9th, 2012 | Dan Denning+ | 1 comment | Continued
Desperate Stock Market Traders Waiting To Be Made Whole
When the equity market falls nearly 10% within two weeks there is an interesting shift in the psychology of participants. You can feel the heightened level of anxiousness. Many stock market traders are long and wrong.
May 29th, 2012 | Murray Dawes+ | 2 comments | Continued
The Bear Dines Out
Needless to say, watching (and feeling) your money being eaten alive by a multi-year bear market is not pleasant. In fact it’s the kind of experience that might prompt you to make a change by, say, selling your shares and giving up on the market once and for all.
January 3rd, 2012 | Dan Denning+ | 2 comments | Continued
Stocks Better than Bonds When Inflation is a Big Threat
What we make of it is that dividends used to account for a much larger percentage of your total return in stocks than they have in the last twenty years. Times change. There’s no rule that says the future has to be just like the past. But if stocks beat inflation, should you invest in stocks for income or capital appreciation? That’s the second question.
October 19th, 2009 | Dan Denning+ | 4 comments | Continued
Aussie Dollar Ready to Storm Past US Dollar
Yesterday’s episode of the Daily Reckoning left off with the question of whether 5,000 was in sight on the ASX 200. The answer today is that it is just over the horizon. The index closed up 2.3% to 4,695. The more investors thought about the recovery/China/demise of the dollar story, the more they liked buying stocks (especially gold stocks).
October 8th, 2009 | Dan Denning+ | 26 comments | Continued
Aren’t You the Least Bit Suspicious that Goldman is Talking Up the Banks?
Goldman Sachs has raised its rating on large banks to “attractive.” In related news, Neal Barofsky, the special inspector general for the Troubled Asset Relief Program has said that the Feds may have, er, not quite told the truth about the health of the banks receiving TARP funds. He didn’t use the word, lie though. How are these two items related? We’ll explain below.
October 6th, 2009 | Dan Denning+ | 4 comments | Continued
Big Difference Between Stark News in Job Market and Behaviour of Stock Market
There have been jobless recoveries from recession before. But you still have to wonder how there can be such a big difference between the stark news in the job market and the behaviour of the stock market. True, economists will tell you that jobs are the last thing to recover from a recession. Businesses don’t hire until they are sure everything is in the clear.
October 5th, 2009 | Dan Denning+ | 4 comments | Continued
