Media Appearance: Kudlow & Company (1/5/06)


Tonight’s appearance will be Kudlow & Company, and I am scheduled to be on from 5:30 to 6:00 pm, plus or minus a few minutes. Also appearing: My old pal Barry Hyman, John Augustine of 5th Third Asset Management.

I have to emphasize again:

I don’t believe in forecasting
• I
don’t know what’s going to happen next year;
• Neither do you, nor does
anyone else, for that matter.
Bull or Bear are irrelevant labels.

That said, I will be defending why I see "risk rising and opportunities diminishing in the U.S.

This also means that there may be a terrific buying opportunity coming up — for equities, and maybe for for Real Estate, also. But you have to be well positioned to take advantage of it. 

Category: Media

The Billionaire Pessimists Club

Category: Investing, Psychology


Category: Investing, Markets

Projects Underway

Category: Weblogs

House for Sale (Delivery Not Included)

Category: Real Estate

McCulley on MEW

Category: Economy, Real Estate

WSJ: 2005 Markets Scorecard

Its not just the NYT that has a great graphics department — the WSJ has put out their fair share of terrific charts (as this blog has long since demonstrated).

Here’s the WSJ Market Scorecard for 2005:   

"U.S. stocks took a backseat in 2005. Big gains in oil and gold drove commodities prices to a second-straight banner year, while the Fed’s faithful campaign to raise interest rates made bond yields the talk of Wall Street. Here is a scorecard for major financial-market indicators:"

The graphs are actually too wide for my layout, so they require a 2nd click . . .

Read More

Category: Markets

GOOG: Be More Impressed with Cap than Share Price

Category: Markets

Fed Minutes

Category: Federal Reserve, Fixed Income/Interest Rates, Inflation

2005: A Bumpy Year

Category: Economy, Financial Press, Markets