Political

While midterm elections are not typically big market movers, there is really nothing typical about 2022.

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A military coup was staged in Turkey on Friday, July 15th, but it was quickly suppressed. The damage, however, was done.

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What worked, what didn’t; what you need to consider for investing in Emerging Markets this year.

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Steve presents some his very long term worries. These include debilitating and dangerous inflation, run away government spending, and an impending crush of personal debt.

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We wish you all a prosperous and happy New Year…..And, let us pray my cautious stock market outlook for 2005 proves to be wrong.

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After all the outrage over Enron and other accounting scandals, Congress is now working to over rule the FASB recommendations and guidelines regarding the accounting for options. They have clearly caved to the Tech lobby and their campaign contributions.

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Continue to conclude the cyclical bull market prevails but my level of conviction is down a few notches. Also, an oil message from the market and “Don’t Be Economic Girlie Men”.

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Leuthold’s thoughts about a potential near-term bull market correction, the current budget deficit, and observations on the political front.

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Just buy and hold good blue chip stocks? …..No growth is permanent.

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Corporate cleansing - undoubtedly, more fraud yet to be discovered, but real reform is now underway. Also, why the risk of extreme market behavior cannot be quantified.

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Stock market returns for U.S. Presidents while in office. (Whig Party Presidents produced best average returns!)

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Leuthold’s current point of view and outlook regarding  the Economy, Interest Rates, Inflation, and Earnings.

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The Value Tide is coming in (finally). In July, Large Cap, Mid Cap and Small Cap Value all outperformed their “Growth” counterparts by  generous margins.

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Currency speculators very destructive to global economies. Jesse “The Body” Ventura's victory was not a whim. How much does it cost to get your “Fanny in the Seat?” A look at the financials of baseball.

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Will the Asian Recession go global? “Gridlock is good", per a Jim Bianco study. Lottery mania, its history in the U.S., and potential effects on society. Also, the past suppression of women’s humor and “Northworst Airlines”.

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California’s Proposition 211: a blatant, self-serving enrichment scheme that has negative implications for all of us. Good news for stocks and bonds: likely that the Republicans will not lose the House, and will also retain control of the Senate.

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Market timing: key to long term timing success is discipline. Politics 1996: the election outcome that minimizes prospects of decisive political action may provide the best market environment.

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“In Search Of Earnings Disappointments”, Jim Floyd’s late March “The Numbers Game” publication and Perception II’s new clean look. The U. S. Murder rate is now decreasing…This is very surprising to most of us. The Republicans have cleaned house in the House, sharply reducing costs and improving efficiencies.

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The incentive system from hell: Adjusted for inflation, we now spend nine times as much on welfare as when the War on Poverty began in 1965. Also, an interesting study by Collins Associates: Past performance is not a reliable prediction of future performance and, in fact, is a poor predictor of future results.

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From Alabama to Wyoming, our Senators and House members are rated for fiscal responsibility based on a study by The Concord Coalition. See how yours rank.

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