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Monthly Archives: April 2012

The Top Cometh…

  The view presented by the greedometers still indicate April is the top for risk assets and that the economic slowdown of 2012 – 2013 began earlier this year. The US economy will probably slow to the point where it stalls completely and falls back into recession in the current quarter. The book (Greedometer. Dow 5000. Why nobody sees it coming.) will go into […] Read the rest of this entry »

Short Economic Stories April 21 2012

  Another very interesting week from the greedometers. It is increasingly looking like we’re within 2 weeks of a secular (long term) top in risk asset prices.┬áMuch more details in the private client letter on Wednesday. Speaking of which, next month will see further progress in terms of converging the 2 weekly letters into 1, and in separating the content displayed in client letters […] Read the rest of this entry »

Short Economic Stories April 14 2012

Here in the US: From a 40,000ft view, the US economy seems to be slowing from an anemic pace to flat. I’m sticking with an estimate of 1.5 – 2% GDP growth rate for Q1, but 2Q is going to be hard pressed to see any growth at all. Indeed, I’m anticipating an increase in the speed of slowing as we go through the […] Read the rest of this entry »

Short Economic Stories April 7 2012

Since the beginning of the year, we’ve been watching the latest Fed -and now also ECB induced- bubble inflate. I’ve been trying to discern (with the aid of the greedometers) whether April or July will be a secular stock market peak from which another 50-60% collapse initiates. Granted the Fed and ECB will be forced to come to the rescue in August, but what […] Read the rest of this entry »