All Eyes on the Fed How will rocky stocks — down another 2% in early trading today — affect the housing market? My knee-jerk response is to cite Chinese leader Mao Zedong, who, when asked (in 1950), “What’s the significance of the French Revolution?,” responded, “it’s too soon too tell.” So, if stocks quickly rebound in the...Read More
The “X Factor”: Exposure to China Me-thinks an instant investing line has popped up in the wake of unprecedented stock market volatility the last 2 weeks: the way to play this market going forward is to suss out individual companies’ China exposure. In a nutshell, here’s the thesis: Lots of China exposure = bad. Minimal...Read More
“The Six Week Status Quo?” Just because I don’t predict what’s going to happen in the stock market doesn’t mean I don’t attempt to analyse it. So, here’s my (short-term) analysis: The #1 problem vexing the stock market is the Eurozone crisis. Europe — or at least its decision-making VIP-types — famously go on vacation...Read More
