FT Press :: Blogs > Politics

Blog :: This Week: Time to Out Michael Santoli's Mystery Broker

Tue, 16 Mar 2010 00:00:00 GMT

Stock Market Trend: Upward

Blog :: Dollar Dunces

Mon, 23 Nov 2009 00:00:00 GMT

Stock market trend: Possible market top OR Emergent Sideways Pattern

Blog :: The Defining Battle: C vs. I

Mon, 17 Aug 2009 00:00:00 GMT

Stock market trend: Up. Watch for pullback.

Blog :: Secular Stagnation

Mon, 13 Jul 2009 00:00:00 GMT

Two weeks ago, I indicated that I had gone into a full, risk neutral hedge on my call options portfolio. This, of course, was equivalent to a call to cash in light of weakening market conditions. Since that time, the market has continued to deteriorate technically, and this technical deterioration clearly reflects uncertainties over economic fundamentals. This call to hedge or cash remains in play.

Blog :: Hedge Me This Batman

Fri, 26 Jun 2009 00:00:00 GMT

I have now gone into a full defensive hedging posture in my portfolio based on the weakening fundamental and technical conditions of this market. In particular, I have hedged each of my 2011 Call Leaps in stocks such as General Electric and Intel. My only "long only" stocks are a few biotechs that are long-term buy and hold plays largely outside the business cycle.

Blog :: Profit-taking Pause or Bearish Reversal

Thu, 21 May 2009 00:00:00 GMT

Last week’s market decline must raise the question: Was that simply a healthy pullback on some profit-taking in an otherwise newly established bull market OR a nasty harbinger of bearish things to come?

Blog :: Let the Sideways Begin

Mon, 12 Jan 2009 00:00:00 GMT

Last week, I noted that a technical market rally was likely inconsistent with the underlying economic fundamentals, which continue to show deterioration across countries and continents. With the market's 4% drop last week, a likely sideways pattern is coming more into focus as Mr. Market debates whether all the fiscal and monetary stimuli coming down the pike will be able to first stem the recessionary bleeding and then jumpstart the US and global economies.

Blog :: Quake Lakes Spur Rethinking of China?s Dam Building Strategy

Thu, 05 Jun 2008 00:00:00 GMT

Blog :: China Quake Notes

Tue, 20 May 2008 14:04:24 GMT

Blog :: Peter Navarro: My own "Obama experience"

Wed, 09 Apr 2008 09:58:03 GMT

I was Barack Obama before Barack Obama — sort of.

Blog :: On Space Diplomacy

Fri, 22 Feb 2008 15:02:44 GMT

Where the Stone Age meets the Space Age

Blog :: Confronting Three Recessions

Tue, 12 Feb 2008 15:21:39 GMT

This oped appeared in the Providence Journal on February 2, 2008.

Neither president Bush, Congress nor the Federal Reserve is charting a course to a long-lasting economic recovery.