http://www.inveslogic.com/latest The Fed Sector - Latest Blog Articles at http://www.inveslogic.com en http://www.inveslogic.com/sectors/directory/etf-investor/1105252?rsstype=latest&cid=54 U.S. Federal Reserve Chairman Ben S. Bernanke ignored the warnings of most economists last week, and kept the benchmark Federal Funds rate at 2%, far below the actual rate of inflation. As a result of this non-move, investors can probably look forwar... http://www.inveslogic.com/sectors/directory/etf-investor/1105252?rsstype=latest&cid=54 Wed, 02 Jul 2008 06:57:24 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1105256?rsstype=latest&cid=54 In early 2006, a friend of mine named Mike wrote to me saying he was worried about the Federal Reserve's decision to stop publishing M3 money supply statistics. He thought it could be a prelude to inflation and trouble for the stock market.The M scal... http://www.inveslogic.com/sectors/directory/etf-investor/1105256?rsstype=latest&cid=54 Wed, 02 Jul 2008 06:35:50 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1105257?rsstype=latest&cid=54 Well. That wasn't pleasant. The market (as measured by the S&P500)extended its losses for the year, down about 3% for Q208. We are now at1280 in the S&P500, roughly the same level as January 2006. A10,000 foot view of the market isn't encouraging....... http://www.inveslogic.com/sectors/directory/etf-investor/1105257?rsstype=latest&cid=54 Wed, 02 Jul 2008 06:34:22 -0400 http://www.inveslogic.com/sectors/directory/big-picture/1104488?rsstype=latest&cid=54 Housing optimists have systematically misjudged themarket. Some became convinced that the huge runup was justified byfundamentals such as population growth, rising incomes, and landscarcity. And because sharp national housing price declines are so r... http://www.inveslogic.com/sectors/directory/big-picture/1104488?rsstype=latest&cid=54 Tue, 01 Jul 2008 20:30:00 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1104744?rsstype=latest&cid=54 Oil continues to trade near elevated levels (above $143 as at the time of writing) on Iranian verbal threats, and the Dow Jones Industrial Average is down more than 130 points. Iranian Deputy Oil Minister was reported as saying Iran is ready to repel... http://www.inveslogic.com/sectors/directory/etf-investor/1104744?rsstype=latest&cid=54 Tue, 01 Jul 2008 15:46:10 -0400 http://www.inveslogic.com/sectors/directory/big-picture/1104490?rsstype=latest&cid=54 This is one odd list: Really? Greg Mankiw -- Doom & Gloom? What the hell is that about?Here's the list, the full commentary is at the site:10 Best Gloom And Doom Sites 1. Daily Reckoning2. Clusterfuck Nation3. The Big Picture4. DollarCollapse.C... http://www.inveslogic.com/sectors/directory/big-picture/1104490?rsstype=latest&cid=54 Tue, 01 Jul 2008 14:00:00 -0400 http://www.inveslogic.com/sectors/directory/big-picture/1104491?rsstype=latest&cid=54 A fund manager of my acquaintance -- who has been short and is just killing it lately -- writes in:NYT: Stocksbounced around on Tuesday but were decidedly down at midday, as investorsweighed a strong report on the manufacturing industry against con... http://www.inveslogic.com/sectors/directory/big-picture/1104491?rsstype=latest&cid=54 Tue, 01 Jul 2008 13:00:00 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1104758?rsstype=latest&cid=54 Blood was definitely running in the streets last month. As our table below reminds, red is now the dominant color in performance tallies. But black hasn't been completely banished. For those who owned commodities, inflation-indexed Treasuries or cas... http://www.inveslogic.com/sectors/directory/etf-investor/1104758?rsstype=latest&cid=54 Tue, 01 Jul 2008 12:02:08 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1104759?rsstype=latest&cid=54 The impact of higher energy and food costs on inflation is clearly illustrated in the OECD s latest statistics. Prices for energy in OECD countries were up by 14.6% year-on-year in May, compared with a 12.4% annual rate in April, as higher oil pric... http://www.inveslogic.com/sectors/directory/etf-investor/1104759?rsstype=latest&cid=54 Tue, 01 Jul 2008 11:47:58 -0400 http://www.inveslogic.com/sectors/directory/random-rogers-big-picture/1105139?rsstype=latest&cid=54 A reader asked for a recap of how I use the 200 DMA in deciding on defense and offense.The big macro is that demand for equities is either healthy or it is unhealthy. If it is healthy you should be in. If it is unhealthy you should be out. In practic... http://www.inveslogic.com/sectors/directory/random-rogers-big-picture/1105139?rsstype=latest&cid=54 Tue, 01 Jul 2008 08:26:00 -0400 http://www.inveslogic.com/sectors/directory/big-picture/1104493?rsstype=latest&cid=54 Welcome to the second half of 2008. We begin the second half pretty much the same way we finished the first half: Equities under pressure in Asia, Europe, and judging by the futures in the US, domestically as well.One of the things that us foolish ... http://www.inveslogic.com/sectors/directory/big-picture/1104493?rsstype=latest&cid=54 Tue, 01 Jul 2008 07:47:18 -0400 http://www.inveslogic.com/sectors/directory/mishs-global-economic-trend-analysis/1105072?rsstype=latest&cid=54 Yesterday I reported Deflationary Hurricanes to Hit U.S. and U.K. Confirmation that the U.K. is about to follow the U.S. in recession is at hand.Bloomberg is reporting U.K. Manufacturing Contracts Most Since 2001.U.K. manufacturing contracted in Jun... http://www.inveslogic.com/sectors/directory/mishs-global-economic-trend-analysis/1105072?rsstype=latest&cid=54 Tue, 01 Jul 2008 06:23:00 -0400 http://www.inveslogic.com/sectors/directory/mishs-global-economic-trend-analysis/1105073?rsstype=latest&cid=54 The worldwide housing bust continues to pick up steam. Down under, Home lending growth plunges to lowest level since 1991.HOME lending growth has suffered its biggest decline since the 1991 recession while inflation continues to soar, confronting the... http://www.inveslogic.com/sectors/directory/mishs-global-economic-trend-analysis/1105073?rsstype=latest&cid=54 Tue, 01 Jul 2008 00:12:00 -0400 http://www.inveslogic.com/sectors/directory/business-pundit/1104554?rsstype=latest&cid=54 (Image credit: www.apartmenttherapy.com/)What gives with food prices? I m tired of paying through the nose for something as basic as an apple.Many people cite increased transportation costs and farming expenses for the increase. I buy that argument... http://www.inveslogic.com/sectors/directory/business-pundit/1104554?rsstype=latest&cid=54 Mon, 30 Jun 2008 17:00:31 -0400 http://www.inveslogic.com/sectors/directory/finance-markets/1104786?rsstype=latest&cid=54 New monthly figures have highlighted that consumer confidence in the UK continues to fall.Households are worried about their financial future more now than during the last recession. Rising inflation, utility and food costs means families are struggl... http://www.inveslogic.com/sectors/directory/finance-markets/1104786?rsstype=latest&cid=54 Mon, 30 Jun 2008 14:46:37 -0400 http://www.inveslogic.com/sectors/directory/big-picture/1104498?rsstype=latest&cid=54 As per our earlier discussion: We know health care costs have skyrocketed, that education costs are through the roof, and that Housing doubled over 7 years and has since fallen modestly from those levels (about 15-20%). Then there are the commodities... http://www.inveslogic.com/sectors/directory/big-picture/1104498?rsstype=latest&cid=54 Mon, 30 Jun 2008 13:00:00 -0400 http://www.inveslogic.com/sectors/directory/mishs-global-economic-trend-analysis/1105074?rsstype=latest&cid=54 Congratulations (of sorts) go to the UK as British household debt is highest in history.British households are now more indebted than those of any other major country in recorded history, it has emerged.Families in the UK now owe a record 173pc of th... http://www.inveslogic.com/sectors/directory/mishs-global-economic-trend-analysis/1105074?rsstype=latest&cid=54 Mon, 30 Jun 2008 12:56:00 -0400 http://www.inveslogic.com/sectors/directory/digital-rules/1104689?rsstype=latest&cid=54 The U.S. economic slowdown is hard to diagnose right now for many reasons. Do we have a recession or stagflation? Are we nearing the beginning or end of the housing bust and credit crisis?Regional disparities confuse the issue. Last week I was in my ... http://www.inveslogic.com/sectors/directory/digital-rules/1104689?rsstype=latest&cid=54 Mon, 30 Jun 2008 12:07:00 -0400 http://www.inveslogic.com/sectors/directory/prudent-investor/1105136?rsstype=latest&cid=54 Will US Treasury secretary Hank Paulson beg for a delay in the inevitable series of rate hikes the Euro will see in the next two years?Paulson has started out on a trip to Frankfurt in order to have a cup of tea with ECB president Jean-Claude Trichet... http://www.inveslogic.com/sectors/directory/prudent-investor/1105136?rsstype=latest&cid=54 Mon, 30 Jun 2008 10:25:00 -0400 http://www.inveslogic.com/sectors/directory/gold-stock-blog/1104831?rsstype=latest&cid=54 Why Isn't the Fed Listening to the Markets? A common view of the Federal Reserve is that it is some sort of a nearly omnipotent being standing on guard of healthy economic expansion maintaining a delicate balance between growth and inflation in the ... http://www.inveslogic.com/sectors/directory/gold-stock-blog/1104831?rsstype=latest&cid=54 Mon, 30 Jun 2008 09:51:25 -0400