Market Commentary (Thursday)
Weekly Summary
the past 5 comments
Send to a Friend
Forwarding comments
Join our Mailing List
Comstock
Special Reports
Archives
Cycles of Deflation
Home
|
Bios
|
Links
|
Contact
Market Commentary - Archives
The Next Comment Will Be On Tuesday Sept. 2nd
[More]
[More]
MANY PROMINENT PEOPLE SEEM TO AGREE WITH OUR NEGATIVE FEELINGS REGARDING THE MARKET
4/28/18 8:10 AM
THE ELEPHANTS IN THE ROOM
3/01/18 6:10 AM
THE FREE LUNCH
But Don't Be Fooled Because The Check is Coming Courtesy Of The Central Banks
1/03/18 11:05 AM
THERE WILL BE SIGNIFICANT ROADBLOCKS IN THE MARKET THE REST OF THIS YEAR, 2018, AND BEYOND
11/11/17 5:50 AM
THE PURCHASE OF BONDS BY THE FED OVER THE PAST 8 YEARS DROVE STOCKS UP
Now that the Fed is About to Start Selling these Bonds, Stocks Should Soon Turn Down
10/09/17 6:00 PM
WE ARE AS BEARISH AS WE HAVE EVER BEEN
And The Central Banks Have Not Even Begun To Shrink Their Balance Sheets
9/06/17 7:25 AM
A RECESSION COULD BE COMING
And Asset Bubbles Caused by Central Banks May Burst
7/06/17 11:40 AM
VALUATION WILL MATTER...IT ALWAYS DOES
6/01/17 5:00 PM
HOW DOES GROSS DOMESTIC PRODUCT GROW?
Population Demographics Will Work Against President Trump's Plan
5/01/17 9:00 AM
Debt Can be Looked Upon in Various Ways
What is the Real Total Debt in the U.S.A.?
4/07/17 10:00 AM
THE STOCK MARKET IS PRICED FOR PERFECTION
But Politics, Debt, and Stagflation May Change Things
2/28/17 1:05 AM
THIS BULLISH STOCK MARKET IS VERY LONG IN THE TOOTH
Weak Productivity Will Continue to Hinder the Growth of Our Economy
2/02/17 8:20 AM
THE STOCK MARKET HAS REACTED POSITIVELY TO TRUMP
But Normalized Interest Rates Will End The Party
1/03/17 11:00 AM
PRESIDENT-ELECT TRUMP WANTS ECONOMIC GROWTH
But The National Debt Could Grow Even More
12/02/16 4:30 AM
The CB's have to Learn You Can't Go To "Cold Turkey" from "Wild Turkey"
The Central Bankers Continue to Guess on What to do
11/02/16 11:30 AM
MALAISE
37 Years Later Debt Has Made Jimmy Carter Right And Stocks Are Expensive
10/06/16 9:00 AM
Central Bankers Have Failed to Stimulate Thus Far
But Have Produced Unintended Consequences
9/01/16 3:00 AM
WHY THE WORLDWIDE BUSINESS CYCLE HAS SLOWED DOWN
The Two Presidential Candidates Don't Have The Answers
8/05/16 2:00 PM
The Central Bank Bubble Is Worse Than The Dot.Com & Housing Bubbles
"Unintended Consequences"
7/07/16 5:05 PM
Operating Versus GAAP Earnings
This Time is Not Different
6/02/16 8:15 AM
The Ending of QE
4/28/16 9:05 PM
Corporate Buybacks Aren't What They Used To Be
3/31/16 3:30 PM
"Stormy Seas" Both in the U.S. and Globally
3/03/16 11:00 AM
More Fed Criticism
We Are In Good Company
2/05/16 8:00 AM
Difference between Past Fed Tightening and Now
1/04/16 8:30 AM
This Stock Market Is Long In The Tooth
12/03/15 1:45 PM
The Global Debt Controls the Global Economy
11/05/15 4:40 PM
THE CENTRAL BANK BUBBLE II
10/01/15 8:00 AM
Deflation Finally Broke the Market
Global Deflation
9/03/15 3:00 PM
DEFLATION!
8/06/15
The Fed Continues to Project Weak Growth
Happy Fourth of July
7/02/15 8:30 AM
The Federal Reserve has Painted Itself into a Corner
And There is not Much Room for the Stock Market
6/02/15 3:00 PM
The Debt, ZIRP, and Valuation
5/05/15
HAPPY EASTER AND PASSOVER
Our comment this month was replaced by a Special Report "Patience"posted on 3/25/15.
4/02/15 8:00 AM
Central Bank Bubble is Similar to the Dot Com and Housing Bubbles
The Debt Built Up Over the Past 34 Years Still Haunts Us
3/04/15 3:00 PM
Currency Wars
A Race to the Bottom
2/05/15 1:30 PM
THIS is WHY the FED is BETWEEN a ROCK and a HARD PLACE
12/31/14 3:00 PM
The Central Bank Bubble
As Bad as the Dot Com and Housing Bubble?
12/03/14 2:30 PM
Did the Fed Save us from a "Liquidity Trap"?
Is this a Global Central Bank Bubble? How will the Markets React?
11/04/14 4:00 PM
A Global Deflation
As the Fed Tightens Monetary Policy
10/01/14 3:00 PM
Different Positions about the Federal Reserve's Policies
9/04/14 7:00 AM
This is What Happens When the Fed Tightens!
When Rates Rise, After Enormous Easing, It Ends Ugly!
7/31/14 9:30 PM
Why Cyclically-Smoothed Earnings Make Sense
7/10/14 7:30 PM
Happy July 4th Weekend
7/03/14 12:30 PM
Happy 4th of July!
7/02/14 8:30 AM
The Fed's New GDP Forecast Is Already Badly Out of Date
6/26/14 5:30 PM
What Happens When the Fed Unwinds Their Balance Sheet?
The Manager of QE-1 Agrees that the Fed Has Lost Perspective
6/19/14 1:00 PM
The Reason for Interest Rate Declines
Bullish Sentiment is a Problem
6/11/14 1:00 PM
This Week's Comment will be a Special Report. (click on Inflation vs Deflation on right side of home page)
6/05/14 11:00 AM
How The "New Normal" Distorts Economic Growth Perceptions
5/29/14 8:30 PM
Have a Great Memorial Day Weekend
5/22/14 8:00 PM
How Bear Markets Begin
5/15/14 8:30 PM
The Consumer Is Still Missing In Action
5/08/14 9:00 AM
Beware Of Misleading Monthly Economic Data
5/01/14 9:00 PM
Key Market Movers Turning Negative
4/24/14 11:00 PM
Happy Easter
4/17/14 9:00 PM
The Collapse Of Momentum Stocks Is An Ominous Change
4/10/14 9:30 PM
The Stock Market's Shaky Foundation
4/03/14 7:00 PM
Market Facing An Array Of Bearish Indicators
3/27/14 10:00 PM
The Fed's Futile Quest For Transparency
3/20/14 10:00 PM
China Can Drag Down The Global Economy
3/13/14 10:00 AM
Puny Income Growth Holding Back The Recovery
3/06/14 9:30 PM
The Market Is Significantally Overvalued
2/27/14 8:00 PM
Looking Beyond The Weather
2/20/14 7:30 PM
The Economy Was Sluggish Prior To The Abnormal Weather
2/13/14 7:00 PM
A Cyclical Market Downtrend Is Underway
2/06/14 6:30 PM
Don't Be Misled By 4th Quarter GDP Growth
1/30/14 6:30 PM
The Wake-Up Call From China
1/23/14 7:00 PM
The Market Is In Dangerously High Territory
1/16/14 7:00 PM
Market Optimism Is Excessive And The Economy Is Still In A Rut
1/09/14 7:00 PM
Happy Holidays To All
12/27/13 4:00 PM
The Fed Meeting Produced A Mixed Bag Of Contradictory Statements And Forecasts
12/19/13 7:00 PM
Been Down So Long It Looks Like Up To Me
12/12/13 8:30 PM
Summary--Why We Are Still Bearish
12/05/13 5:30 PM
Most Signs Point To A Significant Market Decline Ahead
11/21/13 6:30 PM
The Same Old Speculation In A New Guise
11/14/13 2:30 PM
Fundamental and Technical Signs Of A Vulnerable Market
11/07/13 6:30 PM
Current Conditions Are A Recipe For An Important Market Top
10/31/13 7:30 PM
The Comment Today is being replaced with a "special report"
Click on Central Banks ----on right side of home page
10/24/13 2:00 PM
Not Falling Off A Cliff Is No Reason For Optimism
10/17/13 7:30 PM
Rally Based On Wishful Thinking
10/10/13 6:00 PM
The Shutdown And Debt Ceiling Are Not The Only Worries
10/03/13 9:00 PM
Why The Market Is Significantly Overvalued
9/26/13 10:00 PM
The Fed's Decision Reflects Its Great Concern About The Economy
9/19/13 9:30 PM
Stocks Are Vulnerable To a Severe Decline
9/12/13 9:00 PM
Quantitative Easing and Earnings Are No Longer Supporting The Market
9/05/13 8:30 PM
No Comment This Week
8/29/13 5:00 PM
The Market Outlook Has Taken A Turn For The Worse
8/22/13 7:00 PM
The Stock Market Trend Is Turning Down
8/15/13 9:00 PM
Economic Recovery Suffering From Lack Of Demand
8/08/13 7:30 PM
Economic Growth Momentum Is Fading
8/01/13 8:30 AM
There's No Catalyst For A Self-Sustaining Economic Recovery
7/25/13
The FOMC's 2013 GDP Forecast Is Already Obsolete----On The High Side
7/18/13 8:30 PM
The FOMC's Muddled Views
7/11/13 8:00 PM
Happy July 4th Weekend
7/03/13 11:00 AM
Market Facing Severe Headwinds
6/27/13 7:00 PM
Bernanke Fails To Allay Market Fears
6/20/13
The Economy Is Too Weak To Reduce QE
6/13/13
The Stock Market Is Topping Out
6/06/13 7:30 PM
The Fed Is Now In A Lose-Lose Situation
5/30/13 7:00 PM
A Shot Across The Bow
5/23/13 7:00 PM
Why We Remain Bearish
5/16/13 6:30 PM
The Market Is Facing Deteriorating Fundamentals
5/09/13 8:30 PM
Excessive Household Debt, Low Savings Rate Still The Major Problem
5/02/13 8:30 PM
The Noose On The Economy Is Tightening
4/25/13 8:30 PM
Substantial Evidence Of An Economic Slowdown
4/18/13 7:00 PM
Blind Faith In The Fed Is Not Enough
4/11/13 9:00 AM
A Topping Pattern In The Market Is Underway
4/04/13 8:30 PM
Happy Easter
3/28/13 3:30 PM
The Market Is On Shaky Grouind
3/21/13 5:30 PM
The Case For A Triple Top
3/14/13 8:00 PM
It's 2000 And 2007 All Over Again
3/07/13 6:00 PM
Death By A Thousand Cuts
2/28/13 2:00 PM
Sometimes you CAN "Fight the Fed"
2/21/13 9:00 AM
CURRENCY WARS WILL ONLY GET WORSE
Cycle of Deflation
2/14/13 4:00 PM
This Week's Comment will be a Special Report on Home Page
New Secular Bull Market or another "Fake-Out"?
2/04/13 3:00 PM
There will be no Market Commentary this week or next week. Please read our "Special Report" "The Consumer, the Debt, and Competitive Devaluation" on the right side of our home page.
1/25/13 12:00 PM
Market Strength Based On Dubious Assumptions
1/17/13 7:30 PM
The Disastrous Consequences Of Not Raising The Debt Limit
1/10/13 7:30 PM
The Difficult Part Is Still Ahead
1/03/13 6:30 PM
Happy Holidays
No Comment this week
12/27/12 5:00 PM
The Market Rally Is Based On Hope Rather Than Substance
12/20/12 7:00 PM
Market Rally Based On Shaky Assumptions
12/13/12 7:00 AM
The New Era Of U.S. Fiscal Austerity Is About To Begin
12/06/12 5:00 PM
The Deficit Did Not Cause The Recession; The Recession Caused The Deficit
11/29/12 7:30 PM
It's Not All About The Fiscal Cliff
11/15/12 6:00 PM
Back To Reality
11/08/12 7:30 PM
Downward Earnings Revisions Are A Game Changer
10/25/12 6:30 PM
Why There's No Easy Solution For The Economy
10/18/12 6:30 PM
The Bad News Has Not Been Discounted
10/11/12 4:30 PM
Betting On Monetary Policy Is A Risky Gamble
10/04/12 7:30 PM
Blind Faith In Central Banks Won't Work
9/27/12 8:00 PM
Special Report Today --No Weekly Commentary
Please See Special Report To The Right
9/20/12 12:30 PM
Fed Determined, But Tools Are Limited
9/13/12 9:30 PM
Kicking The Can Down The Road Once Again
9/06/12 7:30 PM
No Commentary this Week--Enjoy the Weekend
As Usual We Don't Post During Holidays
8/30/12 11:30 PM
The Market Looks Toppy Fundamentally And Technically
8/23/12 8:30 AM
The Market Is Not Discounting The Bad News
8/16/12 7:30 PM
Investors Should Be Careful What They Wish For
8/09/12 3:30 PM
Fed, ECB Can Promise, But Can't Deliver
8/02/12 6:30 PM
The Market Is Tracing Out A Typical Topping Pattern
7/26/12 7:00 PM
Evidence Of Coming Recession Is Overwhelming
7/19/12 7:00 PM
The Bear Market Is Only Beginning
7/12/12 7:30 PM
Next Comment will be Thursday 7/12/12
7/10/12 11:30 AM
The Global Slowdown Will Accelerate
6/28/12 7:00 PM
The Fed Is Shooting Blanks
6/21/12 7:30 PM
No Weekly comment--Please read the Special Deflation Report
Special Report---Special Deflation Report just to the right of weekly comments
6/15/12
The Bear Market Is Only Beginning
6/12/12 7:30 PM
Stock Market On Life Support
6/07/12 7:00 PM
More Evidence Of The Economic Slowdown
5/31/12 6:30 PM
The Market Is Starting To Recognize Reality
5/17/12 5:00 PM
Don't Ignore The 'Fiscal Cliff'
5/10/12 7:00 PM
This Is A Typical Post-Credit Crisis Market
5/03/12 6:30 PM
The Market Is In For A Rude Awakening
4/26/12
The Housing Outlook Is Still Dismal
4/19/12 7:00 PM
More Evidence: The Market Sweet Spot Is Ending
4/12/12 7:30 PM
Why Valuation Doesn't Insure Against A Significant Market Decline
4/05/12 3:00 PM
The Market Sweet Spot Is Ending
3/29/12 8:00 PM
Today's Comment is a "Special Report"-Secular Bear Market?
You Can Find the "Special Report" on the Left and Right of this Page
3/22/12 12:30 PM
The Underestimated Drag Of Household Deleveraging
3/15/12 5:30 PM
U.S. and World Not Immune To Europe's Problems
3/08/12 8:00 PM
Economy Still Burdened With Excessive Consumer Debt
3/01/12 7:30 PM
An Agreement That Few Believe
2/23/12 7:30 PM
Stock Market Is Expecting Too Much
2/16/12 7:00 PM
Rough Sledding Ahead For 2012
2/09/12 7:00 PM
Deleveraging For Years Ahead
2/02/12 5:30 PM
Happy Holidays
1/27/12 5:00 PM
The Fed Is Worried----And You Should Be Too
1/26/12 4:00 AM
There will be no Market Commentary this week or next week. Please read our "Special Report" "The Consumer, the Debt, and Competitive Devaluation" on the right side of our home page.
1/25/12 11:00 AM
There will be no Market Commentary this week or next week. Please read our "Special Report" "The Consumer, the Debt, and Competitive Devaluation" on the right side of our home page.
1/25/12
Economy Entering A Period Of High Risk
1/19/12 10:30 PM
"Special Report" Debt Induced Secular Bear Market--see "special reports" left margin
Blue Background on left
1/12/12 4:00 PM
European Debt A Global Problem
1/05/12 4:30 PM
Happy Holidays
12/23/11 1:00 PM
Market Facing Strong Headwinds
12/15/11 5:00 PM
Additional Liquidity Is Not A Solution
12/08/11 4:30 PM
Central Bank Action Not A Solution
12/01/11 3:30 PM
Euro Crisis At A Tipping Point?
11/17/11 4:30 PM
Euro Crisis Enters Dangerous Stage
11/10/11 2:00 PM
Fed's Outlook Nothing To Cheer About
11/03/11 3:30 PM
Another Bear Market Trap
10/27/11 3:30 PM
The Market Is NOT Cheap
10/20/11 6:00 PM
More Important than Historical Statistics--Private Debt Decline
Accumulations and Liquidations of Debt
10/13/11 2:00 PM
Jobs! Jobs! Jobs! Business Roundtable and Challenger
10/06/11 11:30 AM
What are the Driving Forces for the Economy?
9/29/11 4:15 PM
Total Private Market Debt's Decline Should be a Glaring Warning Sign
Although There are Problems Abroad- we should Concentrate on our Own Problems
9/21/11 10:00 PM
Questionable Rally
9/15/11 3:45 PM
This Week's Comment will be a Special Report. (click on Comstock Special Reports on the left)
Stock Market Volatility since 1994
9/06/11 4:30 PM
Have a Great Labor Day Weekend
9/01/11 5:00 PM
Debt is the Problem and Private Debt is Even More of a Problem
Competitive Devaluations--Cycle of Deflation
8/25/11 3:30 PM
Bear Market Far From Over
8/18/11 7:30 PM
Send to a friend
Send us feedback
Add to Favorites
©
2022, Comstock Partners, Inc.. All rights reserved.
Top