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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 worthwhile articles you would like to share to the comments section. [...] More on this topic (What's this?) Get Ready for 19 Years of On/Off Deflation If History Rhymes (Blogging the Commodity Bull Market, 8/10/09) Must Reads August 19, 2009 (Contrarian Profits, 8/20/09) Prepare for a Long Period of Downsizing (Contrarian Profits, 8/11/09)
This post provides a very useful comparison of the current US stock market rally with that of 1982, courtesy of Barry Ritholtz. [...] More on this topic (What's this?) The Bull Market to End All Bull Markets... (Wealth Daily, 5/16/12) Super Cycle and Grand Super Cycle (Jutia Group, 11/28/09) David Rosenberg Has a Chart That Compares 1982 and Why We Are Not in a Secular Bull Market (www.thedailytradingrisk.blogspot..., 1/6/10)
I have always been a keen follower of trends in the art world as these often provide clues regarding the economic cycle. A recent interview of Edward Dolman, chief executive of Christie’s International auction house, by Richard Milne of the Financial Times is therefore of particular interest. [...] More on this topic (What's this?) Charts with Comments (Comments for thetechnicaltake, 5/17/12) Market Internals Have Broken Down (Comments for thetechnicaltake, 5/14/12) Boring Companies Part 1 (Buying Value, 7/27/09)
In this post, Doug Casey is interviewd on global real estate markets, making for an interesting read. [...] More on this topic (What's this?) The Real Estate Market: Don’t Celebrate Housing’s Recent Uptick Yet (Investment U, 8/3/09) Manhattan Real Estate: More Pain Ahead (Expected Returns, 7/27/09) Real Estate as an Inflation Hedge? Don't Bet On It (REIT Wrecks, 7/7/09) | |||||||||||||||||||||||||||||||||
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