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Equities.com (May 30)

2018/ 06/ 01 by jd in Global News

“Ultimately, we believe at present that the majority of important economic, financial, and market indicators, as well as the established historical pattern, suggest that a final period of rally and exuberance lies ahead before the bull market that began in March 2009 finally ends. It may be that this rally is led by smaller U.S. companies, by non-U.S. companies, or by commodity-oriented stocks. The culmination of the rally could take place later this year, or more probably be delayed until 2019 or 2020.”

 

Bloomberg (December 6)

2017/ 12/ 07 by jd in Global News

“Every bull market is unique, but the one in China right now looks downright strange. The Shanghai Composite Index has climbed 24 percent from its January 2016 low, and yet a majority of stocks in the benchmark gauge have fallen during the period.” China has become a global outlier. “For all 45 of the other national equity gauges that have climbed at least 20 percent since last January, a majority of index members have recorded gains.”

 

Wall Street Journal (August 21)

2017/ 08/ 23 by jd in Global News

“Investors are running out of reasons to keep buying U.S. stocks, exposing a growing number of warning signs. The historic calm that enveloped U.S. stocks for much of this year has been upended twice in the past two weeks…. It is too soon to call the end of the eight-year bull market, investors, traders and analysts say, but many agree the indiscriminate optimism that characterized the postelection rally is evaporating.”

 

Bloomberg (May 31)

2016/ 06/ 01 by jd in Global News

“Chinese equities are once again in the cross hairs of short sellers…. The last time bearish bets were so elevated, such pessimism proved well-founded as China’s bull market turned into a $5 trillion rout.”

 

Institutional Investor (September 18)

2015/ 09/ 20 by jd in Global News

“Ebullient growth isn’t likely any time soon, but with no recession in sight, equity bears are likely to remain in hibernation.” The 6.5 year bull market in the U.S. still has further to run.

 

Institutional Investor (February Issue)

2011/ 03/ 02 by jd in Global News

A bull market looks set to lift U.S. stocks in 2011. This will not, however, be a “sustained market drive.” One factor is missing: productivity growth. “Strong bull markets are propelled by long-term productivity growth.” The “bullish 1960s and 1990s” prospered on the back “of solid productivity gains.” In contrast, American worker-productivity is in general decline.

A bull market looks set to lift U.S. stocks in 2011. This will not, however, be a “sustained market drive.” One factor is missing: productivity growth. “Strong bull markets are propelled by long-term productivity growth.” The “bullish 1960s and 1990s” prospered on the back “of solid productivity gains.” In contrast, American worker-productivity is in general decline.

 

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