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The stock market assessment in this post comes from highly regarded David Rosenberg, chief economist and strategist of Gluskin Sheff & Associates. [...] More on this topic (What's this?) Economist Gary Shilling: S&P 500 will drop 43% this year? (Value Investing, 4/11/12) Sell in May and Go Away? No Way! (Wall Street Daily, 5/10/12) Is This Bull Market Over? (Investment U, 4/16/12)
By Cees Bruggemans, Chief Economist, FNB The goal posts, they are a-moving (paraphrasing Bob Dylan about the changing times he lived in). If we take for granted that the SARB prefers a constant real interest rate over time as a stability anchor for the broader economy, what else gives? Mostly [...] More on this topic (What's this?) Two Measures of Inflation: New Update (Phil’s Stock World, 11/30/12) The U.S. Lies About Inflation: Here's The Inflation Secret The Government Doesn't Want You to Know (Money Morning, 4/13/12) Real Estate as an Inflation Hedge? Don't Bet On It (REIT Wrecks, 7/7/09)
This post provides links to a number of thought-provoking articles I have read over the past few days that you may also find of interest. Please also add the links to any other worthwhile articles you would like to share to the comments section. [...] More on this topic (What's this?) Dividend Tree Potpourri – August 22, 2009 (Dividend Tree, 8/22/09) Orko Silver Chart September 22, 2009 (Orko Silver Corp. Blogspot, 9/22/09) Must Reads Wednesday, July 22, 2009 (Contrarian Profits, 7/22/09)
Michael Pettis, professor of finance at Peking University’s Guanghua School of Management and author of the China Financial Markets blog, has just been interviewed by the FT on a number of China-related issues. The three-part interview is not only topical, but also excellent viewing material. [...] More on this topic (What's this?) Investing in the “New China” with this Telecom Market Stock (Money Morning, 4/23/12) China’s New “Manifest Destiny” (Investment U, 6/10/09) China Increases Gold Reserves to 961 Tonnes (Wealth Daily, 6/8/09) | |||||||||||||||||||||||||||||||||
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