Four year Presidential Cycle and the Equities Market Submitted by David Urban on Mon, 30 Aug 2010 When the sell off is finished the market is getting ready to embark on a strong rally into 2011 US equities have had a difficult time since April of this year as fears over a double dip recession, a stubbornly high unemployment rate, and the possibility of slowing corporate profit growth have weighed on the markets.

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Four year Presidential Cycle and the Equities Market

Four year Presidential Cycle and the Equities Market Submitted by David Urban on Mon, 30 Aug 2010 When the sell off is finished the market is getting ready to embark on a strong rally into 2011 US equities have had a difficult time since April of this year as fears over a double dip recession, a stubbornly high unemployment rate, and the possibility of slowing corporate profit growth have weighed on the markets. In addition, small investors are pouring money into bond funds sending yields crashing through the floor while equities are being labeled as risky investments.

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Four year Presidential Cycle and the Equities Market

This is a fascinating piece on the reasons the federal government might be protecting BP.

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Why is the U.S. Government Protecting BP?

From jobs to housing to the September effect , several economic and market indicators are warning investors to be cautious. By Brett Arends, The Wall Street Journal, Monday, August 23rd, 2010 Is another market crash coming? If you have a full-time job with benefits you can consider yourself fortunate.

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Is another market crash coming?

(From http://www.calculatedriskblog.com/ on August, 22, 2010) This graph shows the national Loan Performance data since 1976. January 2000 = 100

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CoreLogic: House prices flat in June, 2010

In a new report, MIT’s David Autor looks at the shifting employment landscape in America and comes to the conclusion that America’s workforce is splitting into high-paying jobs and low-paying jobs.

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America’s Disappearing Middle Class

The Coming Pension Crisis That Will Screw Us All by John Mauldin, Thoughts from the Frontline A report just out from the Center for Policy Analysis, by Courtney Collins and Andrew J. Rettenmaier (solid academic types from Mercer University and Texas A&M respectively), that indicates that state and local pension funds are drastically underfunded

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The Coming Pension Crisis, by John Mauldin

It had to happen… after direct government intervention in banking, insurance and auto manufacturing, and Fed bailouts of Fannie Mae and Freddie Mac, the Obama Administration has decided that the only way to get the economy moving is to reduce mortgage balances for underwater homeowners, by forgiving a portion of the balances of mortgages held by Fannie Mae and Freddie Mac…

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An August Surprise from Obama? by James Pethokoukis

From 1997 to 2006 the housing wealth effect drove the stock market, until the real estate bubble burst late in 2005 and the sub-prime mortgage meltdown took the stock market down two years later, in October, 2007.

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NAHB Housing Market Index and the S&P 500 Index

The Obama Agenda and the Enthusiasm Gap August 3, 2010 A stimulus too small to significantly reduce unemployment, a TARP that didn’t trickle down to Main Street, financial reform that doesn’t fundamentally restructure Wall Street, and health-care reforms that don’t promise to bring down health-care costs have all created an enthusiasm gap. They’ve fired up the right, demoralized the left, and generated unease among the general population.

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The Obama Agenda and the Enthusiasm Gap