12/16/11

Late night thoughts

I just reviewed the latest data for the week.

Governemnt bond yields down in all the industrialized countries.
Commodities down ...metals...food...industrials.
Gold ... weak. Silver and other precious metals ...down.
Oil and nat gas ... down.
Ethanol..sharply lower.
Stock market .... going nowhere.

It smells like deflation. These trends could be bad news for profits. Lower prices will force business to cut costs .... margins under pressure.

It is just one week. Let's hope these trends recverse soon.

More details in my The Peter Dag Portfolio , in Dag's Exclusive market Alert, and my free educational videos on http://www.peterdag.com/.

George Dagnino, PhD
Editor, The Peter Dag Portfolio. Since 1977
2009 Market Timer of the Year 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 subscribe to The Peter Dag Portfolio. You can also call me at 1-800-833-2782 to discuss your specific investment portfolio.

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