Monthly Archives: January 2011

Inverse Stagflation – the Longer Term Implications of Shorter Term Creeping Inflation

All eyes are centered this weekend on what is going on in Egypt, and the personal involvement in the streets adds to the present, critical nature of the transition taking place within the part of the world that would otherwise … Continue reading

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Interview on BFM Malaysia 2011 Jan 23

Last night (EST) I was invited to provide some market commentary for BFM: The Business Radio Station.  The interviewer called from Selangor, Malaysia. To hear the interview, go to BFM: The Business Radio Station. http://www.bfm.my/dodge-dorland-landor-fuest-obama-inflation.html or listen to the broadcast … Continue reading

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Interview on BFM Malaysia 2011 Jan 16

Last night (EST) I was invited to provide some market commentary for BFM: The Business Radio Station.  The interviewer called from Selangor, Malaysia. To hear the interview, go to BFM: The Business Radio Station. http://www.bfm.my/market-watch-170111-dodge-dorland.html or listen to the broadcast … Continue reading

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Stock Picking more important than Market Timing

The market, as a whole, continues to look upward and constructive despite its beyond-overbought condition.  We still see no indications of a major market top developing. Within the market, however, new favorite stocks continue to replace former winners.  Stock picking … Continue reading

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Market Commentary — The Return of Sector Rotation

In preparation for investment decisions for our clients and for my market commentary broadcast on CNBC, I like to prepare a market opinion.  Publicizing puts me on record for my opinion  and helps me keep the discipline necessary to make … Continue reading

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Market Commentary Interview on BFM Malaysia — 2011 Jan 10

Last night (EST) I was invited to provide some market commentary for BFM: The Business Radio Station.  The interviewer called from Selangor, Malaysia. To hear the interview, go to BFM: The Business Radio Station. http://www.bfm.my/market-watch-100111-dodge-dorland.html or listen to it here.

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CNBC Interview Tuesday, January 11th

I have been invited for another interview on CNBC Asia Squawk Box.  Unless there is a last minute change, I’m scheduled for 6:10 AM Wednesday morning Singapore time (5:10 – 5:30 PM EST Tuesday evening, January 11th).  I plan to … Continue reading

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