Dr. Marc Faber
Housing bubbles and resource misallocation
- The stock market rally I expected for April unfolded in May but now the oversold position we had in late April has been replaced by an overbought condition. Therefore, while new 2005 highs should be possible, the upside potential seems rather limited.
- Saturday, June 25 - 2005 at 09:00 |
Greenspan's Catch 22
- If the Fed engages one more time in 'printing money' the decline of the US dollar will lead to soaring import prices, accelerating consumer price inflation and higher interest rates. Hardly a favorable environment for the highly priced and highly leveraged US stock and real estate markets!
- Saturday, May 14 - 2005 at 08:47 |
Beware an April rally!
- April tends to be a month of seasonal strength. I do not recommend playing this short term rally from the long side but using this strength to reduce positions and to initiate some short sales.
- Saturday, April 09 - 2005 at 08:47 |
Low volatility points to some big moves in investment markets!
- Many commentators have recently pointed out that volatility in both the bond and stock markets around the world has been unusually low and that from the current low levels of volatility big market moves will emerge.
- Thursday, March 17 - 2005 at 16:04 |
Stepping aside from the investment markets!
- It should come as no surprise that I also receive every day a large number of e-mails from readers and from investors who have read some of my articles or interview in which I have expressed my thoughts about the investment markets.
- Saturday, February 12 - 2005 at 11:23 |
Will 2005 be a year of losses for all asset classes?
- At the beginning of 2004, I felt that since all asset classes rose in value in 2003, some diverging trends would begin to emerge in 2004. I am, however, pleased to report that the reflationary policies of Mr. Greenspan have managed to boost all asset classes, including stocks, bonds, real estate, the art market, and commodities once again in 2004!
- Monday, January 10 - 2005 at 18:56 |
Sell US stocks and buy the dollar
- Regular readers of this column know that my view remains that the US economy is in deep trouble and that the US dollar is a doomed currency, which will over time lose all its value.
- Wednesday, December 08 - 2004 at 10:51 |
Resolving the conflicting investment trends
- Until recently, and in some cases until this very day, we had weakness in the US dollar, strength in bonds, a sharp sell-off in commodity prices, a strong rebound in US as well as foreign stocks, and a minor increase in interest rates in China! What does it all mean for us investors and where will we go from here?
- Monday, November 08 - 2004 at 10:00 |
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