"With economic growth likely to slow, investors will take a greater interest in firms with clearly visible profitability, operating in strongly growing markets. Here are three examples." — Cedric de Fonclare
Blogger’s note: Each week our friends over at MoneyWeek in London ask a professional investor where he or she is [...]
Tags: Cedric de Fonclare, cyclical, economic downturn, euro, eurozone, fme, fresenius, inflation, recession, syngenta, synn, vallourec, vk
"Frequent news stories about financial doom tend to bring on the, ‘Yikes, we’re all gonna die!’ response. Even in people who should know better." — John Carlton
Blogger’s note: Ah, fear mongering, it’s an age-old tradition in the mainstream media. And there’s nothing the media likes more than a good recession to talk about. Afterall, a [...]
"Can the collapse in oil prices save the economy from recession? Sadly not. The rising oil price was a symptom, not a cause, of the unchecked global boom that lead us here. And the fact that it’s falling now is merely a sign that we’re already in the grip [...]
Weak German economic growth numbers worry Economists — and spell trouble for the euro.
by Spiegel Online
Baltimore — (TFN): The German economy — still the engine of Europe — may have shrunk in the second quarter, according to early reports, and the outlook for industrial production isn’t lively. After a good start to 2008, Germany could [...]
"Analysts were expecting Amazon to earn $0.26 per share… and the company reported earnings of $0.37. Revenues nearly doubled from the same period last year." — Rick Pendergraft
Blogger’s note: The recession has deflated American spending. Lack of easy credit is keeping U.S. consumers from buying on a whim, and stores are [...]
"But while there seems to have been more or less a straight fight between the States and us (the UK) as to who actually plunges into a recession first, within the last few weeks another strong contender for this dubious prize has emerged. The eurozone now looks like it [...]
"The U.S. gross domestic product (GDP) report came in lower than expected yesterday (Thursday) and handed dollar bears a hidden surprise." — Chris Gaffney CFA, vice president of World Markets at EverBank
Blogger’s note: Well, that’s refreshing: A government body that actually wants to tell the public the truth. The U.S. Department of Commerce has come [...]
The bad news just keeps coming for Europe’s economy. With oil prices still rising and job cuts growing, the German economy also looks like it may soon be in trouble. The country’s dependence on exports has made its economy particularly vulnerable.
by Alexander Jung and Michael Sauga, Der Spiegel
Baltimore — (TFN): Germany’s most important economic indicator, [...]
"The government controls billions of dollars. That kind of power can make or break an industry." — Charles Delvalle
Blogger’s note: Healthcare in general and pharmaceutical companies in particular are a standard safe haven for investors. During a recession, even if the public cuts back on the little luxuries (and the big luxuries, in some cases), [...]
“I blame high oil prices on gold. Well, I’m not completely serious, but I can’t help but feel that gold isn’t holding up its end of the bargain. Investors are dumping their money into oil because nothing else is going up – including gold.” — Andrew Gordon
by Andrew Gordon
Baltimore — (TFN): I blame high oil [...]
”The move is inconsequential. The harsh realities have not changed in the slightest, and the dollar is set to continue its overall decline.” — John Browne, Euro Pacific Capital
by John Browne
Baltimore – (TFN): This week, we were treated to strong statements by both Treasury Secretary Henry Paulson and [...]
“It doesn’t matter if the U.S. is in a recession or not because copper demand will continue to grow thanks to emerging economies like China, India and Brazil. Mix this in with sporadic strikes that cut back copper production and you have a clear cut case for higher copper prices in [...]
“I definitely began to think less about ‘what if we go into a recession’ and more along the lines of ‘What should I do with my money now?’” — Wayne Mulligan
Blogger’s note: Wayne Mulligan is the founder of Tickerhound, a Web site that’s best described as Yahoo Answers for investors. If that [...]
By Andrew Snyder
Baltimore (TFN)- It is hard to believe until last week, it was nearly a month since the Dow last posted a losing week. Even with ominous forecasts of recession, consumer sentiment plunging, and oil prices seeming to rise just to rise, the equities market has managed to make headway.
Well… it did manage. The good times [...]
by J. Christoph Amberger
Baltimore — (TFN): Ask any red-blooded Republican these days about what he thinks about the Bush Administration and chances are the reply will not be all that different from the one a liberal Democrat would give. No matter if Christian right or centrist, fiscal conservative or libertarian, foreign policy hawk or isolationist, [...]
Tags: 1600 pennsylvania avenue, aftermath of hurricane katrina, amberger, american families, bi partisan, bribe, clintons, dependents, duck pond, economic stimulus package, gasoline prices, GDP growth, high risk, jalopy, lame duck, liberal democrat, Obama presidency, payout period, rebate checks, rebate programs, recession, strategic thinking, tax rebate checks, tax rebates
“Apparently, the US economy grew by 0.6% year-on-year in the first three months of 2008. It’s not great, but it’s not a recession. Meanwhile, jobs data on Friday showed that there were just 20,000 job losses in April, against expectations for a 65,000 fall. So has everything been blown out of proportion? Was the credit [...]
Baltimore — (TFN): Tax rebate checks will be hitting the mail until July 10 to create a short-lived economic uptick. More importantly, these rebates virtually guarantee the first big economic challenge for President Obama.
Click here to find out why.
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by Laura Cadden
Baltimore — (TFN): Laura Cadden: Since late March, stocks have made up for some lost ground. Not just in the United States, but also in Hong Kong, Japan, Germany and Britain. Company earnings, especially from internationally diversified firms, have been rising as strong foreign revenues have made up for lagging U.S. sales. [...]
“You’re seeing a price revolution unfold before your very eyes.” — Ed Bugos
by Ed Bugos
Baltimore – (TFN): The economy doesn’t know what to do with itself. The Fed has made it all but certain that inflation will be a problem. Prices are rising and everything has become [...]
“In the past, you might have expected steel stocks to get hit hard by a U.S. slowdown and open talk of recession. But now there is so much construction taking place, America has become a much smaller piece of the puzzle.” — Justice Litle
Blogger’s note: With a U.S. recession on [...]
Tags: america, brazil, china, etf, justice litle, recession, russia, slx, steel prices, taipan, us