April 2011

Oil Choke Point

by Glenn Busch April 20, 2011
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The ongoing “revolutionary” changes in the middle east, mixed with continued global growth have caused oil prices to rise to levels not seen since 2008. If prices remain elevated, it could have a major impact on consumer spending, corporate profits and overall growth. While we expect a pullback from these highs, we are monitoring developments in these markets closely.

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Fallen Angels Report: Pattern Recognition…Spotting the Comeback Stocks

by Glenn Busch April 18, 2011
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“A person watching the tide coming in and who wishes to know the exact spot which marks the high tide, sets a stick in the sand at the points reached by the incoming waves until the stick reaches a position where the waves do not come up to it, and finally recede enough to show that the tide has turned. This method holds good in watching and determining the flood tide of the stock market.”

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Headline Inflation Vs. Core Inflation

by Glenn Busch April 13, 2011
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Inflation – Headline inflation (which includes food and energy) has already perked up, while core inflation (excluding food and energy) remains at very low levels. The Fed views headline inflation as transitory as price movements in food and energy are historically volatile, and therefore difficult predictors of real monetary inflation (i.e. too much money chasing too few goods). While it doesn’t appear to be an immediate threat, a strong up-tick in core inflation could prove to be very harmful to future growth.

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Leon Cooperman Defends Warren Buffett’s Charitable Giving

by Glenn Busch April 12, 2011
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Leon Cooperman, founder and CEO of Omega Advisors, stopped buy CNBC’s Squawk Box to discuss today’s market’s but found himself defending Warren Buffett’s charitable track record against Michael Steinhardt’s earlier claims.

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February 2011 U.S. Trade Balance

by Glenn Busch April 12, 2011
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The U.S. Trade Balance report for February 2011 was released this morning. The report is a helpful barometer on the health of the global economy and its overall impact on the U.S. economy. What does the latest report say about U.S. economic growth and more importantly the growth of U.S. exports of capital goods?

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