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 By Prieur du Plessis, on August 22nd, 2009 posted in: Economy, Guest Bloggers  4 people had their say - chime in!
This guest post by economist Rebecca Wilder discusses some myths commonly associated with “debt-fueled consumption”. [...] More on this topic (What's this?) Patent Cliff Creates Huge M&A Demand in Little Pharma (Investment U, 1/20/12) Healthcare: The Sector You Must Be Invested in for the Next 10 Years (Investment U, 1/4/12) Healthcare Costs Continue To Outpace Overall Inflation (Top Foreign Stocks, 11/13/11)  By Prieur du Plessis, on August 21st, 2009 posted in: Investment, Markets, Money 2 people had their say - chime in!
Since joining Gluskin Sheff & Associates from Merrill Lynch a few months ago, the daily research reports from chief economist and strategist David Rosenberg have been a breath of fresh air in the world of the “dismal science”. His notes yesterday on the typical macro-economic environment prevalent once the stock market has rallied by 49%, and how the current landscape stacks up against the historical average, are proof of the useful input that has regularly been forthcoming from Rosenberg. [...]
“We hear a lot of concern that the mushroomed balance sheet of the Fed over the past two years is setting the stage for a 1970s style inflation here. So long as we have a fiat (a.k.a. Chrysler?) monetary standard, the threat of hyperinflation always lurks. But is the stage currently being set for such an eventuality? I do not think so,” argues Paul Kasriel in this thought-provoking guest contribution. [...]
A poem from Punch Magazine in 1934. How appropriate! [...] More on this topic (What's this?) Value Investing: Following in The Footsteps of Sir John Templeton (Investment U, 7/20/09) Is this QE? (The Swamp Report, 8/17/09) Value Investing: Following in The Footsteps of Sir John Templeton (Jutia Group, 7/20/09)
This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. Please also add the links to any other thought-provoking articles you would like to share to the comments section. [...] More on this topic (What's this?) Ultimate Sustainable Dividend Portfolio – January 2012 Update (Intelligent Speculator, 1/11/12) First Quarter Housing Prices Fall at Record Pace, Buyers Still on Sidelines (Money Morning, 5/26/09) The Big Picture for the Week of November 20, 2011 (Random Roger's Big Picture, 11/19/11) |
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