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 By Prieur du Plessis, on October 27th, 2009 posted in: Investment, Markets, Money  5 people had their say - chime in!
Jeremy Grantham has become a familiar and very popular face on this site. For those treasuring his insight, wisdom and prescient calls, he has just published the October edition of his quarterly newsletter. Read on for a few excerpts and a link to the full report. [...] 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) Stocks Have You Worried? Here's What You Do (Money Morning, 5/14/12)  By Prieur du Plessis, on October 27th, 2009 posted in: Investment, Markets, Money Leave your comment
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 let me know what you have been reading. [...] More on this topic (What's this?) New York or Bust: We Pledge to Follow the Money… (Investment U, 10/28/09) Dividend Tree Potpourri – September 27, 2009 (Dividend Tree, 9/27/09) Must Reads August 27, 2009 (Contrarian Profits, 8/27/09) By Prieur du Plessis, on October 27th, 2009 posted in: Investment, Markets, Money Leave your comment
Charlie Rose sits down with Stephen Roach, chairman of Morgan Stanley Asia and author of the new book “The Next Asia – Opportunities and Challenges for a New Globalization”, and discusses China. Roach has been based in China for the past three years and describes why he loves it and what he has learned. A link to the transcript of the interview is also included. [...] More on this topic (What's this?) Morgan Stanley CEO Steps Down, Will Remain As Chairman (Money Morning, 9/10/09) China’s New “Manifest Destiny” (Investment U, 6/10/09) Morgan Stanley and Bank of America Report Solid Earnings (Wall Street Daily, 4/20/12) By Prieur du Plessis, on October 27th, 2009 posted in: Guest Bloggers, Investment, Markets, Money Leave your comment
“Richard Bernstein has done a huge reversal in the last few months from touting low-risk stocks to high-beta one,” said Edward Harrison in this guest contribution. What is remarkable about the transformation is the dichotomy between his views and those of his former Merrill Lynch colleague, David Rosenberg. [...] |
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