category archives: 2011 Predictions

  Depression
 

It’s Time To Start Calling This For What It Is: A Modern Day Depression

  • Written by David
  • September 14, 2011 at 12:25 pm
  • 0

I recently posted a blog article on August 10, 2011 titled, “I was Two Years Too Early.. Preserving Wealth” where I would catalog my blog postings over the past two years stating my convictions on wealth preservation. Today’s missive by Rosenberg is to many, a stunner. For me it is not a stunner, merely recognition [...]

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  wmc110829b
 

A Reprieve from Misguided Recklessness

  • Written by David
  • August 29, 2011 at 12:29 pm
  • 0

More thought provoking work from John Hussman Ph.D. All text below from article. Bolded text by DGWA. Click for full article here. Valuation Review There are certainly alternative methods of valuation embraced by Wall Street analysts. In particular, many analysts view the market as “cheap” based on forward operating earnings, without any consideration for the [...]

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  RPAG
 

I was Two Years Too Early.. Preserving Wealth

  • Written by David
  • August 10, 2011 at 11:58 am
  • 0

In August 2009, I would begin publishing articles on my blog regarding concern for the amount of debt in the world and how that debt would eventually, and negatively, impact financial markets around the world.  In those posts I began to discuss measures I would take to protect client portfolios from large loss when markets [...]

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  index
 

What’s eating at these markets?

  • Written by David
  • August 4, 2011 at 8:37 am
  • 0

“America will always do the right thing, but only after exhausting all other options.” …Winston Churchill

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Are We Headed For A Second Recession?

  • Written by David
  • August 1, 2011 at 8:09 am
  • 0

Sobering and thought provoking views from http://www.streettalklive.com/ Certain text bolded by David Gratke. Click charts to enlarge. Posted by Lance Roberts on Sunday, 31 July 2011 11:55 By Caroline Corbett/Lance Roberts Is a second recession in so short of a time in the offing? It certainly seems that way. The hope for a continued recovery [...]

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No Bull, Well.. Not a New Secular Bull Market, Not Quite Yet.

  • Written by David
  • February 22, 2011 at 2:05 pm
  • 0

I recently had the opportunity to hear Ed Easterling, founder of http://www.crestmontresearch.com speak about his latest book, ‘Probable Outcomes, Secular Stock Market Insights.’ Easterling made a compeling argument that Secular Bull Markets do not begin with high Price Earnings Ratios (P/E Ratio). As I recently tweeted, “Rich Valuations, Poor Market Returns, S&P 500 Shiller P/E [...]

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2011 Market Predictions? No; Informed Opinions? Yes!

  • Written by David
  • December 23, 2010 at 3:59 pm
  • 0

Ah, the magic of the season. Santa Claus in the shopping malls tending to children’s wish lists, and market pundits lining up to predict the market’s direction for the coming year. I find this exercise a waste of time and use several examples to illustrate my point. Every January, Barron’s, the weekly financial newspaper, publishes [...]

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