• Rich Bernstein Negative on Tech as Rates Rise
• The Cure Might be Worse Than the Disease
• Ameritrade and Onerous Reorganization Fees
• Markets Unraveling
• The End of the SMA Portfolio

All posts tagged "recession"

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  Going Off the Rails

  Today I made wholesale changes to the SMA Portfolio; now being operated in a completely different manner than originally intended.

  • Posted March 23, 2020
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  SPDR Small Cap Value ETF Allocation Increased

  A widespread sell-off in global equities offered an opportunity to increase the position size in the SPDR Small Cap Value ETF (SLYV).

  • Posted August 23, 2019
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  Baltic Dry Index Indicates World Economy Improving

  A recent look at the Baltic Dry Index (BDI), which measures changes in the cost to transport raw materials such as metals, grains and fossil fuels by sea, indicates the world economy may be improving.

  • Posted December 27, 2013
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  Charles Nenner: U. S. Headed for Bad Recession

  Newsmax interviewed renowned technical analyst Charles Nenner, founder and president of the Charles Nenner Research Center a few days ago.

  • Posted August 21, 2013
  • 5
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  Lakshman Achuthan Not Giving Up the Ghost on Recession Call

  Lakshman Achuthan, renowned contrarian economist and head of the Economic Cycle Research Institute (ECRI), said the U. S. economy continues to be in recession. In an interview with Bloomberg’s Tom Keene and Sara Eisen (see video below)...

  • Posted July 31, 2013
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  Lakshman Achuthan: The Economy Has Been in Recession Since July

  The economy is now in recession and has been since July according to Lakshman Achuthan, co-founder and chief operations officer of the Economic Cycle Research Institute (ECRI). Achuthan was interviewed by Larry Kudlow yesterday making his case...

  • Posted December 7, 2012
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  Martin Feldstein: Economy Could Fall Into Recession Under Obama’s Plan

  Former advisor to Ronald Reagan and Harvard University Economist Martin Feldstein was interviewed on Fox Business yesterday and said he agreed with Fed chairman Ben Bernanke that if we go over the “fiscal cliff” the economy will...

  • Posted November 27, 2012
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  Michael Belkin Predicts Recession and Stock Market Drop of 40%

  At WSJ Live (video below), Michael Belkin, author of the Belkin Report and hedge fund advisor, provided a grim assessment for the economy and stock market. Belkin said technology companies, where international revenues amount to 50% of...

  • Posted October 16, 2012
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  Lakshman Achuthan: The Economy is in Recession Now

  Bloomberg’s Tom Keene interviewed Lakshman Achuthan of the Economic Cycle Research Institute (ECRI) yet again regarding his predicted recession (see interview from December 2011). Achuthan said he believes the economy is in recession now. He said it’s...

  • Posted July 10, 2012
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  Jim Rogers, “I’m Short European Indexes”

  Legendary investor Jim Rogers, author of A Gift to My Children: A Father’s Lessons for Life and Investing, was on CNBC yesterday commenting on the European bailout situation, China and his current investment outlook. Rogers repeated much...

  • Posted June 13, 2012
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