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This post features a chart of the US savings rate that leaves scant hope that individuals will stop saving and start spending again anytime soon. Talk of a balance sheet recession … [...] More on this topic (What's this?) U.S. Household Net Wealth and Personal Savings since 1952 (Top Foreign Stocks, 9/15/09) Chart of the Day: Any bets on the savings rate? (GreenLightAdvisor Views, 10/2/09) The Savings Rate and Consumer Discretionary Stocks (College Analysts, 6/29/09)
“Today [Thursday] is the start of a new quarter and the next few days will be interesting in terms of the trading tone,” said technical analyst Kevin Lane in this short post. [...] More on this topic (What's this?) What Ails Harvard? (Skeptical CPA, 9/22/09) IndexIQ Thinks Small: Small-Cap, That Is (Index Universe, 11/17/09) Kevin Lane: Correct Wave Coming (Scott's Investments, 6/23/09)
Julian Robertson, Tiger Management founder and chairman, is always worthwhile listening to. I somehow missed his appearance on CNBC last week, but the content is still as topical as a few days ago. My apologies for the wait. [...]
The post below is a guest contribution by Comstock Partners, the highly regarded investment manager run by Charles Minter, looking at the dilemma of the US economy as a relay race where the baton has to be passed on to the anchor team member who is very fast but has a problem receiving the baton … [...] More on this topic (What's this?) Is the U.S. Economy Still in a Recession? (Money Morning, 4/27/12) What's Wrong with the U.S. Economy (Wealth Daily, 4/28/12) Companies Still Wary of Recovery (Expected Returns, 8/21/09)
This post features a discussion at the Yalta Annual Meeting/Yalta European Strategy between Alan Greenspan, former chairman of the US Federal Reserve, and Dominique Strauss-Kahn, the managing director of the International Monetary Fund (IMF). [...] More on this topic (What's this?) An interview with Alan Greenspan (The Mess That Greenspan Made, 10/8/09) Greenspan: Another crisis is inevitable (The Mess That Greenspan Made, 9/9/09) Gold and Economic Freedom: Did Greenspan Know What He Was Doing? (Gordon Gekko's Blog, 10/8/09) | ||||||||||||||||||||||||||||||||||||||||
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