The Kirk Report

Experts Predict Monster Rally Posted: 05 Feb 2009 02:25 PM CST Why you will see a huge drop in January jobs Obama is losing the stimulus message war Americans want tax cuts, not Obamanomics Obama plans media blitz on stimulus plan Is Obama too popular? Worst post-election returns since at least 1900 Bank plan to tweak mark to market Stimulus brings out city wish lists Executives fear Uncle Sam will hike taxes to offset stimulus drain Volcker calls for changes in financial regulation Meredith Whitney defends banks bonuses Could the worst be yet to come for financials? Treasury is urged to spell out plan for investment strategy We can do better than a bad bank How to spend part II of the TARP An open letter to Tim Geithner There's no shortcut to recovery Too late to avoid a depression? Are 4% mortgages the answer? Summers warns deflation is a real risk for economy U.S. credit card delinquencies at record high The credit market tide seems to be turning Stock buybacks: buy high, sell low The history lesson is grim - expect a prolonged slump "I continue to think it's a mistake to get too bearish, because of the bullish case that can be made." - Jeffrey Saut Scientist predicts a huge S&P 500 rally to begin this week Monster move coming for stocks - S&P could hit 1000 by Spring Several measures of the stock market's health have improved since last year Bad Januarys = Bad Februarys? Buffett's best friend, Bill Gates, warns of tough economy For the first time, more vehicles were sold in China last month than in the United States How Wall Street scammed the Chinese banks Russia props up banks with $40 billion Currency intervention madness Time to break up the BRIC? Pop quiz! Which Country ETF is currently overbought? China breakout! Is the Baltic Dry Index a leading indicator? Not really. A false bottom for U.S. housing The IBM Industrial Average A rounded reversal in the Dow Buffett's metric says it's time to buy Hulbert urges investors to stay away from Treasuries Investors fall in love with bonds Hedge utilities in case the lights go out Oversold and overbought sectors A very nice year-to-date market overview by sector Another nanotech breakthrough That sure didn't take long - money to build windmills and solar farms have all but disappeared A sign of the times in alternative energy A gloomy future for the cellphone market? Blackberry knock-off costs just $30 bucks Goldman Sachs strives to repay government to lift restrictions There's still room for Google killers MasterCard shares jump on earnings Cisco Systems sees hard times ahead StockScouter's 50 stocks for February Sabrient's Baker's Dozen 6 retail stocks that need a respirator 6 stocks reaping profits in a grim economy A new way to screen - type in what you know and WeSeed will tell you which companies are related to your interests Tweeting About Trading Did you know the ticker symbol no longer tells if a stock trades on the NYSE? Do you use the VWAP? The Rise of Behavioral Finance "I keep reading articles about how "buy-and-hold is dead." That's laughable. If there were ever a time for buy-and-hold, that time is now." - Matthew Hougan The Penny-Pincher's All-ETF Portfolio 5 ETFs with single-digit p/es that trade near book value New ETF introductions & changes The ETF deathwatch expands to 153 names Using the VIX as a hedge to boost returns According to Barron's, the best mutual fund families over the past year The best performing funds in January Roy's Mutual Fund Portfolio 10 tips to protecting your next egg 10 confessions of a Cash4Gold employee 6 ways your credit score changes tomorrow How to raise your credit score to 740 Life during a recession has benefits Rules for life "The game of speculation is the most uniformly fascinating game in the world. But it is not a game for the stupid, the mentally lazy, the man of inferior emotional balance, nor for the get-rich-quick adventurer. They will die poor." - Jesse Livermore This posting includes an audio/video/photo media file: Download Now

Jobs, Retail Sales, Earnings, & Bailouts Posted: 05 Feb 2009 08:30 AM CST Good morning. Premarket futures are negative as the market braces itself for tomorrow's jobs report. Weekly jobless claims rose 35K to 626,000 which is worse than expected (and last week's number was revised higher). In addition, Monster's online employment index continued to fall for a fourth straight month and is now down -26% from last year. Beyond the jobs data, January same-store sales from retailers are out with a few that seem to be better than expected but overall offer fairly dismal returns. Also, earnings from a number of companies - especially Cisco Systems and Visa - are attracting a lot of attention this morning. At 10:AM a report on factory orders is due. In addition, more announcements on the bailouts is anticipated. The latest from the Washington is that to avoid a potential trade war the Senate has softened its 'Buy American' provision. Also, U.S. auto-parts makers are now seeking up to $25.5 billion in bailout cash. Heading into tomorrow I'd rather see more weakness than strength and it appears the market is likely to follow that view based on what I'm seeing in premarket trading. Have a good day! This posting includes an audio/video/photo media file: Download Now

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