Fear
Markets falling: How far, how scary?
As I sit here writing this (Friday morning) the stock market is trying to hold even on some positive personal income numbers. The last few weeks have been very hard on stocks in general. So, is this the great bear market of the new century or a short terms set back and positive growth will [...]
Crisis news abounds
I have a couple of positive topics I am interested in writing about today or over the next few days. However, the severe negativity surrounding the stock and real estate markets and now consumer confidence makes writing positive stories feel Pollyannaish. In my opinion, irrationality abounds, first entire sectors of the market were being driven [...]
Aircastle fears appear unfounded
CSPresentationJune2008Final.pdf (application/pdf Object)
A couple of days ago Aircastle Ltd. (AYR: 4.97 0.00 0.00%) gave a presentation at the Credit Suisse Capital Goods Finance Symposium and they have posted the slide show to their website. The link above is a PDF presentation of the slide show.
Going through the slides, it is apparent that Aircastle is in [...]
News items of conflicting interest
Managers most negative on stocks in a decade, survey says - MarketWatch
UCLA economists stick to no recession forecast - SacBee.com
Today’s news readings are bringing up some interesting predictions and forecasts. I have linked to a couple of these articles above and I have a few comments.
First, the UCLA economists article. They repeated their forecast that, [...]
Never ending bad news put me in a good mood
On Friday, I was about to write that it appears the continuing bad news makes me want to just go sit in the sidelines and wait for better days. The housing down turn is turning into a 4 year odyssey of pain for homeowners. Gas prices are causing SUV owners to trade in for Vespas. [...]
