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 By Prieur du Plessis, on June 23rd, 2009 posted in: Investment, Markets, Money, Stocks  3 people had their say - chime in!
The stock market declines over the past few days were not unexpected as fundamental and technical measures have indicated that the spring rally was exhausting itself. But what do you think? Spare a moment to participate in a quick poll. [...]
“… there have been enough warnings to induce the prudent to lighten up and move to the sidelines. So unless the Fed changes the table, the deflation trade is back in vogue,” said Bill King in this guest post. [...] More on this topic (What's this?) Mauldin Says Deflation Is Coming: Why He Is Wrong, Stuck "Inside the Box" & Hopelessly Conflicted (REIT Wrecks, 7/9/09) Worthwhile Reading: Alan Blinder on Inflation v Deflation (The Value at Risk, 6/22/09) Bill King: Deflation Trade is Back (Scott's Investments, 6/23/09)
Most indications are that the credit market tide has turned on the back of the massive reflation efforts orchestrated by central banks worldwide and that the credit system has started thawing. However, although the convalescence process seems to be well on track, it still has a way to go. [...] More on this topic (What's this?) US 2-YR, 10-YR Yield gap hits record wide at 277 basis points (morph366, 6/2/09) Corporate Spreads Still Have a Way To Go (GreenLightAdvisor Views, 6/23/09) 724 Revel Rd (Healdsburg Housing Bubble, 2/10/09) 
Icarus was so rapt the splendor of flight that he went too near the sun and his wings melted. This Greek story reminded a cartoonist of the banks’ fall to earth. [...] |
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