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Buy Vallourec (VK), Fresenius (FME) & Syngenta (SYNN) for the European recession

"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 [...]

Be an Alpha Warrior: Don’t buy into the recession hype

"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 [...]

Oil Prices Don’t Control the Recession

"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 [...]

Economic slowdown in Europe: German GDP may have shrunk by -1%

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 [...]

Recession-Buster Stocks: Buy Amazon (AMZN:NASDAQ)

"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 [...]

Recession Watch: Is the Euro Headed for a Crash?

"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 [...]

U.S. Department of Commerce: Oops! The Recession Started in 2007!

"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 [...]

Low dollar and U.S. downturn threaten European economy

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, [...]

Obama Vs. Big Pharma

"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), [...]

Summer Break Ends Early for Gold Prices

“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 [...]

Dollar Bear: Don’t Believe Bernanke

 ”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 [...]

Copper Prices Boom Despite U.S. Recession

“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 [...]

Profit from the Recession: Four retail stocks to buy now

“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 [...]

ETF Investing: Protect yourself from the downside

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 [...]

Tax Rebate Conspiracy: How the timing of tax rebates will delay a technical recession until 2009

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, [...]

U.S. Economy: Don’t trust the GDP

“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 [...]

Tax Rebates: How the timing of tax rebates will delay a technical recession until 2009

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. ****Make sure you sign up for our FREE TFN News Feed for breaking news, special reports and [...]

Depression 2009? Bearish on America

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. [...]

Economic Confusion: Recession, depression and inflation

“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 [...]

Steel Prices: The ETF doesn’t lie

“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 [...]