Jason Kelly

One Year Later

jason@jasonkelly.com (Jason Kelly) — Wed, 18 Apr 2012 06:52:58 PDT

It’s March 11, one year after the earthquake and tsunami that killed 16,000 people and forever changed the lives of many more. As time spans are wont to do, this one appears short and long. I remember clearly that day a year ago when I worked as usual in my office and then heard the [...]

The Top 40 Dividend Growth Stocks

jason@jasonkelly.com (Jason Kelly) — Wed, 18 Apr 2012 06:58:14 PDT

My friend, Dave Van Knapp of SensibleStocks.com, publishes an annual overview of the dividend-paying stock scene for $40. This year’s edition just came out and Dave was kind enough to send me a copy of Top 40 Dividend Growth Stocks For 2012. Here’s the table of contents: In the introduction, Dave says the goal of [...]

Bulls and Crises

jason@jasonkelly.com (Jason Kelly) — Mon, 30 Jan 2012 02:49:50 PST

The following is excerpted from yesterday’s Kelly Letter: One outfit thinking we’re entering a bullish half-year at least is Birinyi. They fired off two bullish notes on Friday, one showing that the S&P 500 is up more than 20 pct in the past 78 trading days, a situation that’s happened only 15 times since 1945. [...]

Kunstler’s Zombie Deathwatch Forecast

jason@jasonkelly.com (Jason Kelly) — Wed, 25 Jan 2012 02:43:59 PST

Here’s one for all you cynics with eyes wide open. James Howard Kunstler posted his “Bang and Whimper” forecast at Phil’s Stock World, and it’s a humdinger. Some highlights: The biggest political shock awaiting us is the massive disruption of the major party nominating conventions next summer, when thousands of angry citizens descend on Tampa [...]

Japan Cuts Growth Forecast

jason@jasonkelly.com (Jason Kelly) — Tue, 24 Jan 2012 02:19:46 PST

Here in Japan, people are dour as the Bank of Japan cut its growth outlook for fiscal 2012 to +2.0 pct from its October estimate of +2.2 pct. It cited heightened concern about the eurozone crisis crimping the global economy, and the strong yen. Shortly after that, the government said it’s likely to fail in [...]

Dublin Threatened With ‘Financial Bomb’ By EU Troika

jason@jasonkelly.com (Jason Kelly) — Mon, 23 Jan 2012 02:14:03 PST

From the Irish Examiner: The troika warned that a financial “bomb” would go off in Dublin, if Anglo senior bondholders were not repaid, a Government minister has said. He said the troika of EC, ECB and IMF, which is supplying Ireland’s bailout loans, had issued a stark warning to the Government about the consequences of [...]

An EU Crisis Scenario

jason@jasonkelly.com (Jason Kelly) — Mon, 23 Jan 2012 01:50:54 PST

From yesterday’s Kelly Letter comes the following excerpt from the January Policy Brief from The Peterson Institute for International Economics: Faced with the reality of failing adjustment programs, difficult politics, and rising risks that one or more peripheral nations may rebel, or Germany may rescind its support, investors may simply decide that the cumulative risks [...]