Category: Equity Markets
By Larry Doyle on Jan 31, 2010 in Economy, Equity Markets, Sense on Cents (Larry Doyle blog) | View Comments
As January goes, so goes the year. Does this adage hold water? The market direction for the year is correlated approximately 70% of the time with January’s move. I certainly would not make investment decisions based purely upon that rule of thumb. The rule did not hold in 2009 as major equity averages were down [...]
By Larry Doyle on Jan 24, 2010 in Current Affairs, Economy, Equity Markets, Sense on Cents (Larry Doyle blog) | View Comments
From Massachusetts to Washington and from Wall Street to China, fireworks were flying this week across our global economic landscape. While the political focus in America is grabbing center stage, make no mistake, the issues driving the politics are largely economic. Welcome to my Sense on Cents Week in Review where I provide a streamlined [...]
By Larry Doyle on May 31, 2009 in Economy, Equity Markets, Sense on Cents (Larry Doyle blog) | View Comments
Welcome to the Brave New World of the Uncle Sam economy! Let’s review the price action across the market, add some analysis as we look behind the numbers, contrast these returns with developments in the economy, and chart our path forward as we navigate the economic landscape!!
By Larry Doyle on Apr 11, 2009 in American Consumers, Banking Institutions, Current Affairs, Economy, Equity Markets, Sense on Cents (Larry Doyle blog), Wall Street | View Comments
PROGRAM CONCLUDED . POST BUMPED DOWN . LISTEN to the ARCHIVED SHOW! (Editor’s Note: Paulie Abeles is taking Monday night, April 13th, off to be with family.) Join me from 8:00 to 9:00 p.m. ET on NoQuarter Radio for Sense on Cents with Larry Doyle. These are truly historic times in the global economy. Let’s [...]
By Larry Doyle on Apr 2, 2009 in Banking Institutions, China, Economic Stimulus, Economy, Equity Markets, European Union, G20, Global Finance, International Monetary Fund | View Comments
British Prime Minister Gordon Brown just delivered a statement highlighting the results of the G-20 conference in London. There must have been a lot of work done behind the scenes over the last few months because it’s hard to imagine there was a lot of debate over issues within a 36 hour time frame at [...]
By Larry Doyle on Mar 19, 2009 in American Consumers, Banking Institutions, Commerce, Credit Risk, Current Affairs, Economic Stimulus, Economy, Employment, Equity Markets, Hedge Funds, Sense on Cents (Larry Doyle blog), Wall Street | View Comments
***Cross-posted from my blog, Sense on Cents. Come by and visit! A precursor to the turmoil roiling our economy and markets today occurred on a smaller, but certainly very dramatic, scale in 1998. The meltdown of the hedge fund Long Term Capital Management brought the market to its knees at the time. LTCM was effectively [...]
By Larry Doyle on Mar 14, 2009 in Current Affairs, Economy, Equity Markets, Global Finance, International Monetary Fund, Obama Administration, Sense on Cents (Larry Doyle blog), Wall Street | View Comments
While there is nothing like a nice 10% rally in equity markets to salve a wounded soul, let’s not get overly ebullient. The global economy is facing a host of issues the likes of which it has not seen in a long time, if ever. I truly relish the honest perspectives offered by a number [...]
By Larry Doyle on Mar 12, 2009 in American Consumers, Current Affairs, Economic Stimulus, Economy, Employment, Equity Markets, Home Loan, Housing & Housing Crisis, Mortgage Crisis, Mortgages, Real Estate, Sense on Cents (Larry Doyle blog), Stimulus Plan, Wall Street | View Comments
***Cross-posted from my blog, Sense on Cents. Come by and visit! At the core of most, if not all, of our economic problems lies housing. I do not need to replay the tape of low rates, shoddy underwriting, and Wall Street securitizations that all played a dramatic role in creating a bubble the likes of [...]
By Larry Doyle on Mar 11, 2009 in American Consumers, Auto Industry, Bank Bailouts, Bank Nationalization, Banking Institutions, Barack Obama, Commerce, Congress (House & Senate), Credit Risk, Current Affairs, Economy, Equity Markets, FINRA, Lobbyists, Mortgages, Obama Administration, Republicans, Sense on Cents (Larry Doyle blog), Tim Geithner, Wall Street | View Comments
……………………………………………………………………………………………. ***Cross-posted from my blog, Sense on Cents. Come by and visit! ……………………………………………………………………………………………. I will provide my insights and perspectives on Charlie Rose’s interview of Treasury Secretary Tim Geithner last evening. The interview has been broken down into 6 separate clips, with my commentary preceding each clip.
By Larry Doyle on Mar 11, 2009 in American Consumers, Auto Industry, Bank Bailouts, Bank Nationalization, Banking Institutions, Barack Obama, Commerce, Current Affairs, Economic Stimulus, Economy, Education, Employment, Equity Markets, Obama Administration, Sense on Cents (Larry Doyle blog), Stimulus Plan, Unemployment, Wall Street, stimulus tax package | View Comments
I very much appreciate reading material written by people whom I perceive as having no agenda. I have tried to bring people like this (including Ray Dalio, Paul Keating, Bob Rodriguez, Steve Rehm, Kevin Doyle, Vaclav Klaus, and many others) to Sense on Cents because I firmly believe we all become more educated and informed [...]
By Larry Doyle on Mar 10, 2009 in American Consumers, Banking Institutions, Barack Obama, Christopher Dodd, Chuck Schumer, Clinton, Congress (House & Senate), Democratic Party, Economy, Equity Markets, Fannie Mae, Freddie Mac, Global Finance, Republicans, Wall Street | View Comments
A great American and loyal reader (thanks FL) shared a report recently produced by not-for-profits Essential Information and The Consumer Education Foundation. This report, Sold Out: How Wall Street and Washington Betrayed America, has gotten little to no attention in the general media. What a shame.
By Larry Doyle on Mar 6, 2009 in American Consumers, Commerce, Economy, Equity Markets, Sense on Cents (Larry Doyle blog), Unemployment, Wall Street | View Comments
The highly anticipated monthly unemployment report was just released. On the surface, the numbers may appear to be in line with expectations, but looking deeper into the numbers the report is actually worse than expected. Let’s dive into the numbers and comment on what they mean for our economy and markets. The Unemployment Rate jumped [...]
By Larry Doyle on Mar 4, 2009 in American Consumers, Banking Committee Hearings, Banking Institutions, Credit Risk, Economy, Employment, Equity Markets, Sense on Cents (Larry Doyle blog) | View Comments
While politicians, bankers, regulators, and commentators can and will point fingers as to where and how our system of financial oversight broke down, make no mistake it was due to too many people making and taking too much money!! I have highlighted the grotesque system of lobbying that has developed and corrupted our society in [...]
By Larry Doyle on Mar 3, 2009 in Banking Institutions, Commerce, Credit Card Companies, Credit Risk, Current Affairs, Economy, Employment, Equity Markets, European Union, Global Finance, Sense on Cents (Larry Doyle blog), Wall Street | View Comments
In very short order, I have gained a deep respect and regard for our Economic All-Star, John Mauldin. I have come to appreciate that Mauldin and I view the market through the same lens focused on the global economy. While many media outlets focus on the day to day, if not hour to hour trading [...]
By Larry Doyle on Mar 3, 2009 in Bank Bailouts, Commerce, Credit Risk, Current Affairs, Deficit, Economic Stimulus, Economy, Equity Markets, European Union, Foreign Affairs, Global Finance, Sense on Cents (Larry Doyle blog) | View Comments
The other day I highlighted the fact that 12 eastern European countries would solicit a bailout from the European Union over the weekend in Brussels. I defined this bloc of eastern European countries as currently the Weakest Link in the global economy. Well, if they were the weakest link then they just got weaker as [...]