A better than expected factory orders ready to surprise most of the economist – bullish for dollar, real estate and stocks
Alan Hershey
Apr. 2, 2008

The Commerce Department's report on factory orders is due at 10:00 a.m. in Washington. The expectations range from a decline of 5.5 percent to a 0.2 percent gain. The data is ready to surprise the forecasters again. The better than expected factory orders are bullish for stocks, real estate and US Dollar.

US Dollar is starting its journey of a big bull market. Contrary to popular street expectations, the US currency can appreciate as much as 100% over the next five years.

The bullish factory orders and more bullish job report at the end of the week will be the seed of new optimism.

The factory orders are cyclical. Cycle, analytical and quantitative models point to a much higher stock market, US Dollar, lumber futures and real estate prices. The outlook for bonds and gold is bleak. Gold can fall below $600 an ounce before moving higher again.

The rally in stock market will be short lived although it will be fierce. It is a cyclical bull rally within a nasty secular bear market that started in 1987. The US Dollar is in a new long-term bull market. The gold is correcting itself within the framework of a bull market.

A better than expected factory orders ready to surprise most of the economist – bullish for dollar, real estate and stocks
Alan Hershey
The rally in stock market will be short lived although it will be fierce. It is a cyclical bull rally within a nasty secular bear market that started in 1987. The US Dollar is in a new long-term bull market.
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US manufacturing and construction ready to lead the rally in US dollar and real estate
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Both of these data due this week will show improvement over the last month. The job losses will be restricted to 50,000 level and perhaps surprise many with a slight gain payroll number.
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The fundamentals now are leaning to the theory. US Dollar, stocks and real estate ready to rally as new financial overseers, SEC-CFTC merger are proposed by Treasury Secretary Henry Paulson.
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US Dollar is in a stealth bull market. The sentiment and fundamentals are right. American consumers start saving with moderation on consumption. It is bullish for US Dollar and US economy for the long term.
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