David Rosenberg: Equity market est tres expensif

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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. [...]

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Sell in May and Go Away? No Way!
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Read more on S&P 500 (SPX) at Wikinvest
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Flashing Taylor suggests single digit prime

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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 [...]

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Prieur’s readings (September 22, 2009)

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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. [...]

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Orko Silver Chart September 22, 2009
Must Reads Wednesday, July 22, 2009
Read more on Mexan at Wikinvest
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Pettis on China

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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. [...]

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Technically, the recession is “likely” over!

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And technically masses are “likely” still unemployed ! [...]

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