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  - Gold -- Not For A Cheapskate Like Me
at 2006-03-22 12:07:01
Well, there it is, trading in a range of $550-560 oz.
Some of the pundits tell me $600 is the next stop on
a glorious upward ride. Wow, and here I am thinking
that I could eke out a decent case for gold at $450
oz. based on commercial demand / supply/ extraction
costs. I even thought it would sell off sharply over
the first four or five


Source - http://capmarketline.blogspot.com/2006/03/gold-not-for-cheapskate-like-me.html

  - A Little Trouble In Big China
at 2006-03-22 12:07:01
China is averaging about 200 protests / riots a day.
This is not spontaneous. China's political left is
recovering after years of quiet.

Well paid workers in the eastern part of China are
leaving their country cousins in the dust. Plus,
the new running dogs of capitalism are turning the
country into an environmental cesspool and are


Source - http://capmarketline.blogspot.com/2006/03/little-trouble-in-big-china.html

  - The US Trade Account
at 2006-03-22 12:07:01
The LDCs and the weaker OPEC countries experienced economic
depression in the early 1980s as oil and other commodity
prices collapsed. It was a stock Kondratieff downwave that
was eclipsed from going fully global by timely major
central bank intervention, large US income tax cuts and a
relaxing of regulations regarding the writeoffs of non-


Source - http://capmarketline.blogspot.com/2006/03/us-trade-account.html

  - Stock Market -- Fundamental
at 2006-03-22 12:07:01
S&P 500: 1274

I use three different fundamentals - based models to track
the SP500. All imply that from an empirical perspective the
S&P is reasonably valued in the range of 1280 - 1300. I
do not put too much stock in the predictive value of any
of these approaches, but use them more as a diagnostic
reference. Even then, I would not make too mu


Source - http://capmarketline.blogspot.com/2006/03/stock-market-fundamental.html

  - Yield Curve Inversion
at 2006-03-22 12:07:01
The yield curve inverts when short maturities sport yields
above those of longer dated maturities. We have seen yield
curve inversion in the US Treasury market on a day to day
basis since late in 2005.

Historically, an inverted yield curve has been a good
indicator of an impending sharp economic slowdown or
even recession. That's b


Source - http://capmarketline.blogspot.com/2006/03/yield-curve-inversion.html

   
11 12 13 14 15 16 17 18 19 20 21 22 

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