11/29 Daily Markets

Please add updates@feedmyinbox.com to your address book to make sure you receive these messages in the future. Daily Markets - Your Views Make News Month-To-Date Review Of The Market: Remain On Guard November 28, 2009 at 7:21 pm What a world and what a market. Despite ongoing economic weakness and now a potential sovereign default (Dubai), the major market equity averages closed the week generally unchanged. The Treasury market benefited the most from the reality that risks remain abundant and, in a flight to safety, capital poured into this sector.  The dollar continued its descent into hell while supporting a large number of market segments, primarily commodities and especially gold. Despite seeming … [visit site to read more] The Best Assessment Of The U.S. Dollar Is To Assume That It's In A Bear Market November 28, 2009 at 7:05 pm Most people who have been reading the news lately are aware that the U.S. Dollar’s perception as a sound currency is being attacked on all sides thanks to complaints about deficits, debts, and other U.S. government shenanigans. Of course it’s easy to trash the government you know, but how are foreign governments doing at managing their currencies? Are they doing a better job at preserving value for those holding their bonds or cash, or is it a race to the bottom? After all, paper … [visit site to read more] Interesting Articles To Read November 28, 2009 at 7:01 pm This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. Doug Kass (The Street.com): The animal spirits, November 27, 2009. Successful investing is anticipating the anticipations of others, and despite the renewed and more plentiful calls for S&P 1200 by year-end, it might be time to anticipate a reversal of fortune - an unpopular, unimaginable and unexpected outsized market decline. Jim Krane (Financial … [visit site to read more] Reacting To News: What To Make Of Dubai? November 28, 2009 at 7:01 pm Here at “A Dash” we try to identify the best experts on any subject.  Since we are free to position our clients in any way, we are consumers of news and analysis.  So are you. While I manage client portfolios in real time, my writing is after hours.  I am not trying to advise people with short-term trading horizons.  Our TCA-ETF approach (still bullish) has a three-week time horizon.  Our program for long-term investors has an even longer time frame. When I write, it is an … [visit site to read more] The Debacle In Dubai November 28, 2009 at 6:09 am I was a guest on two shows, BBC News’ “World News Today” and Fox Business News’ “Cavuto,” where I discussed the fallout from news that Dubai will delay repayments on $60 billion of debt from its investment company, Dubai World (videos embedded below). As I see it, the turmoil that has occurred in global markets over the past 48 hours essentially confirms that investors in risky asset classes have not made allowances for surprises - or even predictable events. In fact, it seems pretty … [visit site to read more] Dubai World's Announcement Raises The Fear Of A New Wave Of Victims Emerging November 28, 2009 at 6:01 am While Iceland’s transformation from fishing nation to financial powerhouse - and back - became a potent symbol of the banking boom and bust of the past few years, the Middle Eastern emirate of Dubai was where the global property bubble was taken to its glitziest extreme. Without the oil reserves of many of their neighbours, Dubai’s rulers hatched a hubristic plan to turn their city-state in the sand into a glamorous playground for the rich, enthusiastically bankrolled by western … [visit site to read more] Video: The Week Ahead November 28, 2009 at 5:00 am The stories,data, and stocks that may have the greatest impact during the next trading session. … [visit site to read more]   This email was sent to gatdemit001@gmail.com.  Create Your Account Don't want to receive this feed any longer? Unsubscribe here.