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Europe Commentaries

Showing Posts 1 - 8 out of 8 found.

Now, When I Was A Kid …

Now, When I Was A Kid …

The world is different from when I was a kid. Yes, yes, everybody says that; it is trite but true. Anyway, my teen got on a private jet, flew out of our little airport to San Diego, where, from box seats, he watched the Giants and Padres play. He then got back on the jet, flew home, and told me about his adventure in the calmest of voices. Yes it was fun, but not at the top of the hit...

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A Bright Morning, Indeed

A Bright Morning, Indeed

Some days, the reality of the market hits me like a clear, crisp sunny morning after a rain the night before – I step out into the light and I understand … This morning, my perusal of the world news reminded that the market is about people, people just like you and me, and in that reality, it is as clear as a sunny morning after a rain that when market folks are happy, the market will...

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Profits Are, Ultimately, The Only Sane Consideration

Profits Are, Ultimately, The Only Sane Consideration

This is March, right? Okay, then, I get it. This is March Madness and this, then, is the state of the market these days. I only describe it this way because yesterday was such a surprise. I expected the market would be done, but almost three hundred on the Dow is a bit mad, given the current state of things in the market world.    The S&P 500 has gone 26 sessions without 2 up days in a...

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Is The Market Being Fair?

Is The Market Being Fair?

When two things are in stark contrast to one another, they could be said to be contrary, or, in contraposition. For example, here are two news items juxtaposed to demonstrate my point. Wall Street stocks and the dollar slipped on Wednesday as government data signaled the U.S. economic expansion was slowing, while gains in the euro prompted a pullback in European stock markets. The euro...

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All Over The Map With Energy, Taxes, And The US Dollar

All Over The Map With Energy, Taxes, And The US Dollar

Well, well, well, thus far today, the market is behaving in a manner befitting a market that is not, I repeat not, falling prey to the breathless media. It appears to be assessing its recent march toward record highs, again, and in that, it is shaking off the buy up of technology last Friday, which seems normal. Yet, it taketh more days than one to convince me it is on the way back to...

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So, Why Is The Market Up Today?

So, Why Is The Market Up Today?

This morning, I had a completely different view of what I would write about today. But, as the fundamental principle of the Multiverses dictates, change will happen, and it did, right after I read the headline below right after I read a bit from David Stockman, you remember, the Budget Director for President Reagan.   Oil Is Getting Slammed Again, and Falling to Its Lowest Level in Years I...

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Take A Trip To Europe – It Is Getting Cheaper By The Day

Take A Trip To Europe – It Is Getting Cheaper By The Day

Some days, I just don’t know where to start. The “news” is coming at me, rather at us, a mile a minute, and the stock market is reacting furiously to the pulsing drumbeat from the breathless media.  Hey! I just figured out where to start – with some good news. For those of you planning a European trip any time soon, or, perhaps, in the summer, you are going to get a big bang for your buck if...

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All Over The Map Today

All Over The Map Today

The market today is acting rather sedate after two days of losing steam. To my vision, this behavior is expected. Given the sudden rush to the top, smashing all ceilings and building new floors, it is apparent the market needed some time to completely digest the new levels, and it took that time with two days of selling off. It is now closer to “right.” Yet, today’s US economic news came out...

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