This is what is left in my brain after reading all the news of the past few days.
***China will be slowing down.
***The US economy will slow down in the second half.
***Commodities are strong.
***Investors are too worried about the market.
***Financial risk is declining.
***The financial system is still in disarray.
***Market volatility is declining, a sign of confidence.
***Europe seems in trouble with the idea of one market one currency.
***The leading indicators point to stronger growth, but few believe in their message.
***The PPI is soaring, but core CPI shows deflation.
***People are touting gold, but as a commodity it is under performing XME.
***The president keeps traveling the country campaigning and giving billions away.
***Fast trains, nuclear power are in vogue.
***The debt of the richest countries will explode in the next few years.
***Employment will be disappointing.
***Consumers are under pressure -- financially and psychologically.
What does it mean? Confusion in our heads. And this worries me. Too many crosscurrents. This is not normal.
George Dagnino, PhD
Editor, The Peter Dag Portfolio. Since 1977
Ranked Top Market Timer in 2009 and 2010 by Timer Digest
To find out more about my in depth views of the markets and my strategy just visit our website https://www.peterdag.com/ where you can review The Peter Dag Portfolio. You can also call me at 1-800-833-2782 to discuss your specific money management needs.
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