Category Archives: Article Links – External

Links to Interesting Articles on Other Sites

More Evidence of Negative GDP Growth in China

Posted on September 8, 2015 by

In this morning’s MarketWatch article titled “China exports fall for second month in a row,” Grace Zhy, Mark Magnier, and Rose Yu  report that year-over-year exports and imports in China fell by 5.5% and 13.8% in August and by 8.3% … Continue reading →

Share
Posted in Article Links - External, Economic Indicators, Fundamental Analysis, Market Commentary, Market Timing, Risk Management | Tagged , , , | Leave a comment

China’s Economic Growth is Actually Negative

Posted on September 2, 2015 by

In Sue Chang’s MarketWatch article last week titled “China’s economy may be in worse shape than people think,” the author quotes analyst David Straszheim at Evercore ISI: “Our proprietary Synthetic Growth Index (SGI) fell 1.1% month-on-month in July, and was … Continue reading →

Share
Posted in Article Links - External, Fundamental Analysis, Market Commentary, Market Timing, Risk Management | Tagged , , , | 1 Comment

Alarming Report from ECRI

Posted on August 26, 2015 by

Given the free-fall decline in worldwide equity markets, any new insight into the global economy is particularly valuable right now. The Economic Cycle Research Institute (ECRI) published a report last week with the rather innocuous title “A Shrinking Trade Pie.” … Continue reading →

Share
Posted in Article Links - External, Economic Indicators, Fundamental Analysis, Market Commentary, Market Timing, Risk Management | Tagged , , , , , | Leave a comment

Dow Theory Sell Signal

Posted on August 24, 2015 by

Given the dramatic market decline in worldwide equity markets last week, Mark Hulbert’s recent MarketWatch column titled “The Dow Theory just flashed a sell signal” was especially timely.

Share
Posted in Article Links - External, Market Commentary, Market Sentiment, Relative Strength, Risk Management | Tagged , , , , | Leave a comment

Scary Long-Term Outlook for US Equity Returns

Posted on August 8, 2015 by

According to a recent Mark Hulbert article for MarketWatch, the “Stock market is doomed to rise only 3.5% per year over the next decade.” I do not put much stock in long-term market prognostications, but I do believe in long-term … Continue reading →

Share
Posted in Article Links - External, Fundamental Analysis, Market Commentary, Market Timing, Risk Management | Tagged , , , | 1 Comment

China’s Prices & Profits Diverge

Posted on July 27, 2015 by

I have written several articles about China recently, but I have just begun to scratch the surface of the problems. Data suggests that China’s equity market is still massively overvalued, even after the recent correction. In a recent MarkeWatch article … Continue reading →

Share
Posted in Article Links - External, Fundamental Analysis, Market Commentary | Tagged | Leave a comment

Troubling Divergence Between Stock and Commodity Prices

Posted on July 27, 2015 by

It is logical to expect that commodity prices and equity prices are causally linked. It is simply a question of supply and demand. In an expanding economy, demand for commodities should increase and in a contracting economy, demand should decrease. … Continue reading →

Share
Posted in Article Links - External, Fundamental Analysis, Market Timing, Technical Analysis | Tagged , , | 1 Comment

China’s Make-Believe Stock Market

Posted on July 12, 2015 by

I continue to be shocked by ever new article that I read on China. I found a new tidbit of information in the following Bloomberg Business article by Paul Smith: “China’s Stock Market Selloff Explained in Six Charts.” In reading … Continue reading →

Share
Posted in Article Links - External, Market Commentary, Market Timing | Tagged , , , | Leave a comment