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Doug Kass of Seabreeze Partners has just published his customary 20 surprises for the year ahead. Like him or not, the list included in this post makes for stimulating reading. [...] More on this topic (What's this?) What to Expect From The Global Tourism Industry in 2010 (Investment U, 11/11/09) Moody's: No Housing Bottom Until Q3 2010 (Wealth Daily, 10/30/09) Harbinger, Spectrum Back In Spotlight (The DIV-Net, 5/16/12)
In this video clip, CNBC’s Steve Liesman talks to Chicago Federal Reserve President Charlie Evans. This is an excellent interview about the Fed’s policies and preparedness for withdrawing liquidity from the economy. [...]
This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. [...] More on this topic (What's this?) The Big Picture for the Week of November 22, 2009 (Random Roger's Big Picture, 11/21/09) The Big Picture For The Week of April 22, 2012 (Random Roger's Big Picture, 4/21/12) Trading Positions for March 22 to 28 (Morningpick, 3/21/12)
“This year was all about the exit from the Great Recession – and it worked courtesy of massive global policy stimulus. Next year will be all about the exit from super-expansionary monetary policy – we expect the major central banks to start exiting around mid-2010,” said Joachim Fels of Moragn Stanley in this guest contribution. [...] | |||||||||||||||||||||||||||||||||
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