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By Neels van Schaik The most important catalyst that we need for the rerating of domestic equities is clarity on the direction of domestic interest rates. After four years of very controlled inflation, this nemesis has once again reared its ugly head as a result of its impact on interest rates. [...]
Pursuant to the Bear Stearns collapse, this post shows a light-hearted “expert” chartist’s view of the near-term prospects for global stock markets. [...] More on this topic (What's this?) Bear Stearns Report: Relative to Income, Home Prices "About as stretched as [they have] ever been!" (Wall Street Law Blog, 1/27/12) Bear Stearns, Merrill Lynch Expected Housing Disaster (our all-time most viewed post; first publi... (Wall Street Law Blog, 1/1/12) Is This The Return Of The DeLorean? (Green Chip Stocks, 1/25/12)
Reams of articles and comments have appeared over the past few days on the Bear Stearns debacle. A particularly interesting viewpoint has just been penned by my business partner John Mauldin and is republished in this post. [...] More on this topic (What's this?) Another Bernanke Market Rally (Money Morning, 1/26/12) Ron Paul's Gold (Wealth Daily, 1/10/12) Here's How Stupid Those Geniuses at the FOMC Are (Jr Deputy Accountant, 1/27/12) | |||||||||||||||||||||||||
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