The Stimulus In Depth

Politics is affecting the stock market more than at any other time in recent history. Every news release from Washington moves the Dow. Nobody is analyzing individual companies in this environment because stocks move as a block based on actions by the Federal Reserve, the Treasury, the Obama Administration, and Congress.

Therefore, the impact of last week’s stimulus plan is enormously important to investors. That’s why I devoted the bulk of yesterday’s weekly Kelly Letter to understanding it. My analysis covered three areas:

  • Content – What’s in it?
  • Impact – How much will it help?
  • Reaction – What do economists and others think?

The report includes thoughts from:

  • Nouriel Roubini
  • Martin Wolf
  • Douglas A. McIntyre
  • Richard W. Stevenson
  • Kelly Evans and Phil Izzo
  • Paul Krugman
  • Martin Jacques

After sending the report, I received the following comments back from subscribers:

“A quick note to say thank you for your thoughtful and information-packed newsletter. I hope you don’t soften up on your evaluation of government policies. I like your refreshingly objective approach.”

“Best newsletter yet! I appreciate your focus on politics and how it may influence investments…like you wrote, that’s pretty much what’s moving the markets right now and reading the tea leaves, politically, is IMO a wise thing to do. Thanks for the digging, reporting, and analysis you do. It really is good information…and extremely well-written.”

“This was an extremely good letter. You blew me away. I got goose bumps reading it. Kudos.”

Included with the detailed breakdown of the stimulus is my current stock market forecast and what contango means to oil investors.

If you would like to receive yesterday’s report, along with access to the full Kelly Letter archives and all new notes for the next month, please sign up for my one-cent, one-month trial.

I hope to see you on the list!

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