Lombardi: Stock Market Commentary & Forecasts, Financial & Economic Analysis Since 1986

gold investments

Stock Market Correction’s Here—Put Dividend Paying Stocks on Your Radar Screen

By | May 9, 2012

earnings seasonThis is the correction we’ve been expecting and it’s affecting stocks as well as commodities. The stock market has been due for a correction after a solid first-quarter earnings season and, because share prices moved so strongly since the beginning of the year. It doesn’t really matter what the catalyst is for the correction; it is well-deserved and a healthy development in my view.

I think the S&P 500 Index … Read More

Debt Crisis in Europe Highlights Continued Strong Fundamentals for Gold

By | October 5, 2011

It’s pretty difficult to get enthusiastic about the stock market with sentiment so focused on the sovereign debt situation inGreece. Even in the face of solid earnings expectations for the third quarter, investors are looking into the future and seeing slow economic growth, translating into slower earnings. It’s the perfect storm for equities and it makes choices for equity investors very limited.

Inflation at Almost 5%…Is It Any Wonder
Dollars Buy Less and Less?

By | September 19, 2011

Gold prices rising for 10 years straight…the money supply greatly expanded…the printing press for dollars running overtime…am I the only one concerned about rapid inflation? I rarely read or hear a report talking about today’s rising prices or the hyperinflation we may sustain in the years ahead. We all know prices are rising—only housing prices have remained low. Inflation is real and it is here now.

Great…Just What We Need…
More Money Printing

By | September 16, 2011

It’s a bird. No, it’s a plane. Maybe it’s Superman! Sorry, it’s none of these things; it’s your friendly central banker to the rescue again! Couldn’t believe the news yesterday morning… To calm banking concerns in Europe, mostly centered around the repercussions of a default by Greece, the European Central Bank, the Bank of England, the Bank of Japan, the Swiss National Bank and even our own Federal Reserve are providing three-month loans to euro-area banks.

Huge Bearish Sentiment to
Propel Stock Market Rally

By | September 15, 2011

Loyal and long-term readers know I’m a contrarian investor at heart. When investors are selling in droves, I want to buy. Similarly, when investors are buying stocks as a herd, I’m selling. And this brings me to today’s very important issue.

Financial Reports

What We Saw on TV Last Night: Sell Dollars, Buy Gold

By | September 9, 2011

Michael's commentary on President Obama’s speech to Congress and the nation this past Thursday night.I know this is a financial e-letter. But I can’t pass on the opportunity to comment on President Obama’s speech to Congress and the nation this past Thursday night.

Maybe I’m the only one who doesn’t get it. Maybe these politicians are all smarter than me. I see something very wrong.

Each time the President gets up to say a speech in front of Congress and Americans via television, I … Read More

Tonight: The Biggest Speech of His Life; What Investors Can Expect

By | September 8, 2011

Most Americans will be glued to the television tonight to see what the leader of the most powerful country in the world has to stay about his plan to get the economy going; in specific, to create jobs. There is no doubt in my mind: President Barack Obama will be a one-term president unless he delivers on the promises he will make tonight.

Big Banks: Why They Can’t Get a Break

By | September 7, 2011

The simple question: why haven’t jobs been created in theU.S.despite the trillions of dollars the government has thrown at the economy? There are several answers to this question. There is also a new theory I have been working on, as to why jobs in this country have not been created, which I don’t believe you will read elsewhere.

Gold: Getting Ready for
the Coming Correction

By | September 2, 2011

I’ve learned many things about investing over a career that has spanned 30 years. One of the biggest lessons is that not a single investment goes either straight up or straight down. When an investment is rising in price (bull market), there are usually dips and corrections on the way up. Just look at the long-term secular bull market in stocks that started in the early 1980s and ended in 2007—there were many times stocks “took it on the chin” during that 25-year bull market run.

The Best Bet in Town—Resources—Getting Ready for the Big Squeeze

By | August 29, 2011

The key in this bear market with stocks is to stick with resource stocks if you’re a speculator. I like large, blue-chip companies that pay high dividends for long-term investors. For risk-capital equity traders, the best action remains with gold stocks, and some of the best value now is in oil.

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