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“The market continues to climb the proverbial ‘wall of worry’ as many investors remain underallocated to equities with large liquidity pools still on the sidelines. Anecdotally, as long as sceptics of the rally remain the loudest voice’s it reinforces the idea that investors are underallocated and the market could move higher still,” said technical analyst Kevin Lane. Read on … [...] More on this topic (What's this?) Economist Gary Shilling: S&P 500 will drop 43% this year? (Value Investing, 4/11/12) S&P Continues It's Commercial RE Downgrade Rampage (The Value at Risk, 6/30/09) S&P Caught Between A Rock And A Hard Place (The Wild Investor, 5/13/09)
By Neels van Schaik If headlines are meant to catch your attention, Wednesday’s Cape Times headline did its job. Admittedly, a 6.4% decline in GDP during the first quarter of 2009 is a shocking figure. But, it is important to realize that this is a historical number that relates to a [...]
“The recent collapse of residential property prices is a classic asset bubble which is now deflating. … the ‘green shoot’ campaigners are missing a hugely important point about the effect that falling US property prices are going to have – not just on the US but also on the global economy,” said guest contributor Niels Jensen in this thought-provoking post. [...]
It is tough graduating when no jobs are available, as the cartoonists have been quick to highlight. [...] | ||||||||||||||||||||||||||||||||
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