We already discussed the worrying collapse in industrial metals, including copper. Doug Kass via Barry Ritholtz provides this chart which shows one of the reasons the move lower in copper is worrying:
This isn’t comforting at all.
Posts Tagged ‘ Doug Kass ’
Doug Kass: “Color Me More Concerned”
Last week we discussed Doug Kass’s increasingly constructive stance on the market. Since then the market had a short, but strong, run and some disappointing economic data. His upside was around 10% over 12 months. In my way of looking at things, I thought the potential for negative economic outcomes was higher than Doug, but...
Read More »
Kass: Low Rates Don’t Hold the Answer
Doug Kass updates Where I now Stand with a recitation for why the Fed is now powerless. As before I find his thoughts reasonable when it comes to the market, but with some caveats on the risk reward ratio.
Read More »
Kass: Where I Now Stand
Doug Kass sets down some reasonable scenarios moving forward. I believe the potential for profit margin contraction more severe than he does, even without a deep recession. In general the scenarios and probabilities seem reasonable to me though and the whole piece is well worth reading...
Read More »
Todays Links: The View from Here
Yesterday was one fo the best days ever for the stock markets: What does it mean? I think it ultimately depends on factors unrelated to the move itself. Econompic provides us with some context: Obviously large one day moves in and of themselves tell us little about what is to come. So, let us...
Read More »
Subscribe and follow
- Lance Paddock on Cash on the Sidelines is a Myth
- Gordon on Cash on the Sidelines is a Myth
- Economy Entering A Period Of High Risk | Risk and Return | What is High Debt Ratio ? on Economy Entering A Period Of High Risk
- Dividends, dividend policy and sustainability « myfinanceblogef on Dividends, the Key to Long Term Returns, Even for Growth Stocks
- Half Solutions Will Not Work | FavStocks on Will Eurobonds Work?
- Half Measures Won’t Save The Euro | Forex news on Will Eurobonds Work?
- Half Measures Won’t Save The Euro | Forex news on The German Dilemma
- Half Solutions Will Not Work | Risk and Return on The Euro Debate Gets Philosophical
- Half Solutions Will Not Work | Questions and Observations on The German Dilemma
- Half Solutions Will Not Work | Risk and Return on Will Eurobonds Work?
- It's Simple Really
- Cash on the Sidelines is a Myth
- The German Dilemma
- Is Fiscal Stimulus the Answer?
- The False Promise of Buybacks-Updated
- Valuation: The Key to Long Term Returns
- The Handicap of Experienced Investors
- Dividends, the Key to Long Term Returns, Even for Growth Stocks
- The Death of Equities II: Historical Fact Should Inform Our Opinions
- Will Eurobonds Work?
If you are interested in joining our mailing list, please submit your email below.
Features
License
This work by Lance Paddock is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.
Copyright © 2012 Risk and Return. All Rights Reserved.
Magazine Premium created by Themes by bavotasan.com.
Magazine Premium created by Themes by bavotasan.com.