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I have over the past year referred to parting comments from Richard Bernstein and David Rosenberg as they left Merrill Lynch for less restrictive surroundings. We were again reminded of these lessons, together with those by legendary Merrill analyst Bob Farrell (who retired in 1992), in a recent report by Jeff Saut as given in this post. [...]
This week on Wealthtrack, Consuelo Mack asks three money managers how they intend to make money in the new year in stocks, bonds and foreign markets. BlackRock’s chief equity strategist Bob Doll runs three highly respected large cap funds; First Eagle Fund’s Matthew McLennan just took over the global investment helm from legendary value investor Jean-Marie Eveillard; and veteran bond manager Marilyn Cohen just published her new book “Bonds Now! ”. [...] More on this topic (What's this?) Bonds: The Most Important Asset Class (Expected Returns, 4/18/12) Emerging Market Bonds: Less Risk Than You Think (Investment U, 5/11/12) How to Play Low Natural Gas Prices With Bonds (Investment U, 4/17/12)
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?) Harbinger, Spectrum Back In Spotlight (The DIV-Net, 5/16/12) 11 Irrefutable Signs of a Real Estate Recovery (Wall Street Daily, 4/9/12) Blockbuster Could Collapse in 2010 (The Value at Risk, 9/7/09)
Japan’s inexperienced government continues to have a bumpy ride with the resignation of its finance minister, but George Friedman of Stratfor Global Intelligence says changes in personalities will not make any difference to the country’s economic strategy. Click through for his reasoning. [...]
The Chinese central bank surprised the markets last week by raising the interest rate slightly on its three-month bills. This is the first rate increase since August and signaled an effort by Beijing to reduce asset-price inflation after a record surge in credit. Read on for Dian Chu’s guest post on the implications. [...] More on this topic (What's this?) Investing in the “New China” with this Telecom Market Stock (Money Morning, 4/23/12) China’s New “Manifest Destiny” (Investment U, 6/10/09) China Increases Gold Reserves to 961 Tonnes (Wealth Daily, 6/8/09)
The tallest stack of borrowed money in the world vs the tallest building … Makes you wonder! [...] | ||||||||||||||||||||||||||||||||||||||||||||||
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