Monthly Archives: October 2012

Fundamentals Finally Matter, Or Is the Market Just Waiting For the QE Cash?

Russ Winter says that the market has finally begun to reflect deteriorating fundamentals but that the market still has a long way to go. Lee Adler isn’t so sure, but says that the market is at a major inflection point…

New Hedge-Fund Landlords Learning the Price of Hubris – Free Russ Winter Podcast

This was intended for Thursday but is going up now. I will have a podcast for tomorrow posted. Jobs tend to be a lagging indicator but the dye is cast, make no mistake about it:  layoffs on are the way (see chart below). Much of this has been obscured so far by pre-election Obamanomics: essentially throwing government resources and […]

Wedge Between Poor Fundmentals and Market Prices Starting to Close – Free Russ Winter Podcast

“Artificially low rates are not good for anybody,” – BB&T CFO Daryl Bible Two and a half minute podcast: wedge developing between poor fundamentals, market prices and central effects. MIT online inflation survey out for month September showing steeply sloped. Recall in chart 2 the pattern of prior QE rounds on real hourly earnings as inflation robs their […]

Is Administration Manipulating the Data or the Economy Itself?

Lee Adler and Russ Winter discuss whether the Obama Administration is manipulating the economic data or the economy itself, and the difference that makes to the markets. They continue to disagree on the market’s direction, with Russ saying that investors are ignoring…

The Gasoline, Distillate and Corn Cliffs- Free Russ Winter Podcast

Three minute podcast on this topic.  This is a particularly dicey time for new moon (this weekend) action over Iran, or  for Turkey going seriously over the border into Syria.  The reason, although California is stressed on gasoline supply, don’t rule out the East Coast. A national gasoline panic seems likely if inventories drop to […]

No Real Liquidity in the Market, but Plenty of Fake with More on the Way

Russ Winter thinks there’s no real liquidity in the market, and that a recession is coming, but Lee Adler thinks that the Fed’s manipulation will kick in soon. This is a subscriber only podcast. If you are not a subscriber, Click here…