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Although the Chinese GDP data release was disappointing, the improving PMI seems to indicate that the country might have seen the worst of the growth statistics. This view is shared by a report just received from BCA Research, stating that a broad range of macro indicators suggest that the economy may have begun to rebound. [...] More on this topic (What's this?) China’s Manufacturing Sector Stabilizes (Wall Street Daily, 4/23/12) Where the Chinese are Putting Their Money (Money Morning, 4/16/12) Innovation in China, Part Trois (, 5/1/12)   By Prieur du Plessis, on April 22nd, 2009 posted in: Economy, Guest Bloggers, Investment, Markets, Money  Leave your comment
“The Wall Street Journal ran a story about reduced bank lending originating from those banks that received TARP monies. Frankly, I don’t know what kind of response the WSJ was going for, but I know what mine was: of course bank lending is stalling. Amid the precipitous economic decline, loan origination would likely be much worse had the banks not received capital injections. And in looking at the data, I noticed that another shoe might drop on consumer spending: home equity lines of credit are surging,” said quest contributor Rebecca Wilder, author of the News N Economics blog. [...] More on this topic (What's this?) Does Twelve-Year-Old Canadian Victoria Grant Understand More About the Most Important Truth in Li... (the Underground Investor, 5/16/12) Pros & Cons Of Online Banking (Green World Investor, 5/8/12) How to Invest Like a Bank: P2P Lending Returns (Learn Mining News, 4/27/12) By Prieur du Plessis, on April 22nd, 2009 posted in: Economy, Investment, Markets, Money 3 people had their say - chime in!
“Green shoots” and “glimmer of hope” are two phrases economists have recently started bandying around, referring to a slowing in the deterioration of a number of economic variables, i.e. that the global economic deterioration is likely bottoming out. The results of two surveys released over the past two days seem to back up the “green shoots” claims and are reported in this post. [...] More on this topic (What's this?) Could Goldman Sachs (NYSE: GS) Earnings Slip Send Investors Bailing on Stock? (Money Morning, 4/17/12) “Goldman Letter” to Wall Street: It’s Time to Come to Jesus (Wall Street Daily, 3/14/12) 98% of Goldman Emails Referred To The movie [Report] (Value Investing, 4/11/12) By Prieur du Plessis, on April 22nd, 2009 posted in: Investment, Markets, Money, Travel Leave your comment
I will find myself in Dana Point, California over the next few days, attending a conference hosted by Rob Arnott & Research Affiliates. Posting will be slow while I am on the road and “Words” from the Wise” will take a break this coming Sunday (April 26). The normal blogging service will be resumed on my return to Cape Town by the middle of next week. [...] More on this topic (What's this?) Kerr Neilson Resource Page Added to ValueWalk (Value Investing, 5/9/12) Donald Yacktman Reading List Added to ValueWalk (Value Investing, 4/12/12) Bestinver Asset Management's Presentation on Exor: Value Investing Congress (market folly, 5/8/12)
By Cees Bruggemans The year/year change in new car sales and building plans passed, critical leading indicators of our cyclical condition, have reached lows that now even surpass the 1985 bust (in its time the biggest recessionary condition since the 1920s and 1930s). Technically it could still get worse, for while [...] More on this topic (What's this?) Update: The Callan Periodic Table (Top Foreign Stocks, 4/12/09) Jim Chanos, Tom Russo, & Julian Robertson Interviews – G&D Newsletter (ValueWalk.com, 5/10/12) The Socionomics of Making Money (Invest2Success, 4/12/12) By Prieur du Plessis, on April 21st, 2009 posted in: Investment, Markets, Money 4 people had their say - chime in!
The stock market will tell its own story over the next few days, but it is crucial that the lows of March 9 hold in order for base formation development to remain intact. Should these levels – 677 for the S&P 500 and 6,547 for the Dow Jones – be breached, it is “Katie, bar the door”. [...] More on this topic (What's this?) Economist Gary Shilling: S&P 500 will drop 43% this year? (Value Investing, 4/11/12) Stocks Have You Worried? Here's What You Do (Money Morning, 5/14/12) Sell in May and Go Away? No Way! (Wall Street Daily, 5/10/12) |
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U.S. stock market – long-term indicators could go either way
Jim Grant on “The Scream” painting, Fed’s “hall of mirrors”
Prieur’s Readings (May 5, 2012) – staying up to date with top money news
Don Coxe webcast – updated (May 4, 2012)
Laugh out Loud: EU debt whack-a-mole
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