Meet Monty and Tony

Text Size:

June 16, 2004

Interest rates

Interest rates and pronouncements by Fed officials are the primary thing most market participants are talking about these days. We know higher rates are on the horizon. How fast will the U.S. raise rates? This has big implications for the world economic picture.

Inflation in the U.S. will determine how fast rates rise. I believe inflation will be slightly above plan and be unsettling to the markets. Add this to the problems in Iraq and Saudi Arabia and investors have good reason to keep their list of short sales up to date.

Inflation is not good . . .
Continue Reading: June 16, 2004

Share this:
  • email
  • Digg
  • del.icio.us
  • StumbleUpon
  • Facebook
  • Sphinn
  • Mixx
  • Google Bookmarks
  • Blogplay

June 1, 2004

SAUDI ARABIA AND THE FUTURE OF THE WORLD ECONOMY

Four attacks by Al Qaeda on Saudi Arabian soil against Saudi interests within five weeks is of great concern to me and should be to all investors.

In our opinion there are three problematic issues in Saudi Arabia. First, it is well know that the majority of Saudis are unhappy with the current economic situation in Saudi Arabia. Secondly, it is also well known that within Saudi Arabia there is strong support for Wahabi fundamentalist Islam. Thirdly, within the Saudi royal family there is a battle for control of the . . .
Continue Reading: June 1, 2004

Share this:
  • email
  • Digg
  • del.icio.us
  • StumbleUpon
  • Facebook
  • Sphinn
  • Mixx
  • Google Bookmarks
  • Blogplay