RUDE AWAKENING ARCHIVES

Rude Awakening Archives - 2005

12/31/2004 - Cosmic Dodge Ball

"I suspect commodities still 'have legs,' at least for 2005, and at least in dollar terms. The bull market in commodities is just over three years old...still, as market sage Richard Russell notes, the bull market in commodities has not run very far.."

12/30/2004 - Tiny Bubbles

Most Rude Awakening readers will recall that sales of new homes plunged 12 percent in November - the biggest one- month drop in 10 years. At the same time, however, existing home sales ROSE in November by more than 2%.

12/29/2004 - The Stagnant Bond

Today's issue is about bonds. We're curious why bond yields look the same as they did at the end of last year, when so much has happened in the meantime.

12/28/2004 - Dead President Bounce

Dr. Richebächer predicted the dollar's decline. Like Eric, he recognized the fundamental trend, and rode it with conviction. And it wasn't just a prediction either; rumor has it that Richebächer made serious money shorting the dollar in 2003.

12/23/2004 - The Box of Money

"It is our assumption," writes the good Doctor, "that increasingly bad economic news will shake this overconfidence and speed up the dollar's decline."

12/22/2004 - Barnaby's House

Roger Ibbotson, celebrated Yale professor, and his associates insist that small-caps will continue to outperform the market ...as long as the horizon is long enough.

12/21/2004 - Scary Christmas

Jay Shartsis is a Wall St. insider...and he's selling! So when we read Fleet Street Letter's PREDICTION #3: "Wall Street Insiders Leave YOU Holding the Bag as the Dow Plummets to 7,500!" we immediately reached for the telephone.

12/17/2004 - Comical Dollar Bearishness

The Fed funds rate is now higher than its European equivalent...for the first time in more than three years...

12/15/2004 - The Revenge Of The Bagless Vacuum

'I have spent 35 years making things in a country that often has little regard for its manufacturers. It has left me more convinced than ever that engineering is this country's future,' says Dyson.