http://www.sapinvestments.com Sun, 17 Jan 2010 12:58:20 +0000 http://backend.userland.com/rss092 en As expected, the dollar has once again begun to show signs of serious strain against a variety of measures including gold which once again recently passed the $1000 mark. There has still been no responsible plan for confronting the dramatically increasing structural deficits. The only plan has been to print ... http://www.sapinvestments.com/2009/09/16/unveiling-the-fed/ Finally, after several years of denial, real estate stakeholders in the many hard-hit areas have finally come to the breaking point. Distressed sales continue to be the driving force in most regions, particularly, South Florida, California, Arizona,  and Nevada. Sellers of residential properties are trying desperately to remain competitive amid ... http://www.sapinvestments.com/2009/06/05/real-estate-end-of-the-abyss/ The economic climate of 2009 will be very tough, especially for the average consumer. The U.S. and European consumers are officially tapped out. Retailers are barely clinging to life, fighting each other to be the last one standing. While 2008 hit the financial markets, 2009 will be much more visible ... http://www.sapinvestments.com/2009/01/16/2009-and-beyond/ It has been about one and a half years since I posted my first commentary and since then I have added many new people to the email list. I am proud of my public predictions up until this point. Risking your reputation is one of the most difficult things one ... http://www.sapinvestments.com/2008/11/24/2007-2008-predictions-recap/ It is certainly feels like the panic selling typical of capitulation at this point, at least for the financial industry. However, I foresee more pain in the horizon. When you have financial institutions using so much leverage to support depreciating and overvalued assets, it is difficult to see the light ... http://www.sapinvestments.com/2008/09/15/is-this-the-final-capitulation/ With oil seemingly headed straight for Goldman Sachs’ $150 new price target, there is lively debate going on right now whether or not commodities as a whole are in a speculative bubble. We may very well be at the beginning stages of a bubble much like the U.S. housing market ... http://www.sapinvestments.com/2008/06/10/135-oil-who-is-the-culprit/ “Inflation is back!” that’s what the headlines are starting to say and what I have been predicting for some time. Why is it back? The all mighty U.S. economy is slowing and the E.U. is also so how could we be in an inflationary environment? First of all, this should ... http://www.sapinvestments.com/2008/03/04/the-commodities-bull-continues-its-charge/ What is going on with the real estate market in the U.S.? How bad will it get? When is it time to jump back in? Should sellers wait it out? These are questions frequently posed to me. My answers often disappoint people, which is no fun but I am not ... http://www.sapinvestments.com/2008/02/16/power-of-denial-in-the-housing-market/ When I first heard the term Web 2.0 about two years ago, I thought, "maybe that's some kind of faster Internet technology." I have to admit my ignorance and that I truly believed it was just a gimmick to promote Internet companies. I could not have been more wrong. Being ... http://www.sapinvestments.com/2007/11/27/election-20/ The Federal Reserve is one of the world's most influential institutions. Its mandates are to maintain price stability, ensure the smooth flow of money, and act as lender of last resort in face of severe financial crisis. It seems that the the Federal Reserve has a strong inflationary bias and ... http://www.sapinvestments.com/2007/11/12/what-to-expect-from-the-fed-and-the-dollar/ Clearly, we are at the early stages of a very significant credit crunch that will need to naturally work itself out if we are to emerge on more stable economic footing. Despite the Federal Reserve and the ECB having significant ammunition to help improve liquidity, such measures will be rather ... http://www.sapinvestments.com/2007/08/14/slippery-slope/ Where are we at now? We are enjoying unprecedented global economic growth and the world is still flush with liquidity. There is a lot of cash out there looking for a home and enormous assets are being traded like baseball cards in 4th grade homeroom. The liquidity has been fueled ... http://www.sapinvestments.com/2007/06/04/drunk_on_liquidity/