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By Cees Bruggemans This Easter the economy was its seventh month of recession proper (counting declining total output from October 2008) and in its tenth month of peripheral recession (counting from July 2008 excluding volatile agriculture). We are currently probably traversing the worst patch of this cyclical downturn. Economic data [...] More on this topic (What's this?) Agriculture Making a Comeback in the U.S. Economy (Investment U, 12/5/11) Jim Rogers: Rally Will Fail, Likes Agriculture and Comments on Financial Bailout (Kirk's Market Thoughts, 4/8/09) JG Boswell Update: 2008 Annual Report (Cheap Stocks, 3/19/09)
The global economy appears to be stabilizing according to a research report by the Goldman Sachs Global Economics team. After having languished below 50 since the spring of 2007, their Diffusion Index increased above 50 in February and March. [...] More on this topic (What's this?) The Top 50 Banks of Brazil by Assets (Top Foreign Stocks, 4/13/09) Signs The Economy is Stabilizing (GreenLightAdvisor Views, 4/15/09) Penny Stocks: The Worst Investment You Can Make (Contrarian Profits, 4/20/09)
This post features a thought-provoking video interview with economist Robert Shiller, discussing four aspects of the current crisis: regulating for financial innovation, reducing trust in models, redesigning institutions, and the time line for turnaround. [...] More on this topic (What's this?) Why the Investment Crisis Has Simplified the Search for Solid Investment Advice (the Underground Investor, 3/30/09) Robert Shiller: Surveying the economic horizon (GreenLightAdvisor Views, 4/15/09) New article of mine published on goldseek.com and gold-eagle.com (Gold Versus Paper, 4/26/09)
US used car prices surged by a record 8.3% in the first quarter. Interestingly, used car prices have historically tracked US equity markets pretty closely. [...] More on this topic (What's this?) Jeremy Siegel: S&P’s Earnings Wrong (Investment U, 2/26/09) Price Wimps of the S&P 500 (Investment U, 3/9/09) S&P 500 Chart – The Art of Technical Analysis (My Trader's Journal, 1/22/12)
The March edition of the Reuters South African Survey of Economists has just been published. (The Reuters Econometer is a measure of economic sentiment drawn from a monthly poll of forecasts by leading economists in South Africa and abroad and presented in the form an index). The weightings used in the index are: [...] More on this topic (What's this?) Retail Sales and Inflation Slip in March (Money Morning, 4/14/09) Interest Rates Are Actually Pretty High (Learn Financial Planning, 3/15/09) Inflation Gently Rises in February, Offering Analysts a Sign the Economy Isn’t Collapsing (Contrarian Profits, 3/19/09)
Hat tip: Phil’s Stock World
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