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“Where breadth goes, the market usually follows,” goes an old market saying. Breadth indicators are useful tools to assess the inner workings of the market’s rallies or corrections, and are used to identify strength or weakness behind market moves, i.e. to assess how the bulls and the bears are exerting themselves. Click through to the post for a quick assessment of these indicators. [...]
By Cees Bruggemans, Chief Economist FNB. We have completed an economic downswing and are now embarked on a new economic upswing of rising economic activity and incomes. But it could well be an upturn that disappoints a bit, at least for some while, not unlike 1999-2003 (average GDP growth of 3.2%) [...]
Jeremy Grantham has become a familiar and very popular face on this site. For those treasuring his insight, wisdom and prescient calls, the co-founder and chairman of Boston-based GMO has just published the Q4 edition of his quarterly newsletter entitled “What a decade!”. Read on … [...] More on this topic (What's this?) Gold Prices Jump When Bernanke Hints at Stimulus (Learn Mining News, 4/10/12) Krugman: Why the U.S. Economy Could Use Higher Inflation (Money Morning, 5/2/12) Housing and Monetary Policy (Investment U, 2/28/12)
Washington’s efforts to clamp down on big banks are likely the first in a line of global moves to curb risk-taking in the financial sector, Pimco’s Mohamed El-Erian said in a CNBC interview. “We as investors have to be able to navigate these new factors, because that’s the reality.” [...] More on this topic (What's this?) Mobile Wallet Technology Will Make You Rich (Money Morning, 5/10/12) Does Twelve-Year-Old Canadian Victoria Grant Understand More About the Most Important Truth in Li... (the Underground Investor, 5/16/12) The Short of It: Bankers! The Spooks Want You (the Underground Investor, 7/9/09)
“The outcome of the Fed meeting of January 26-27 in terms of the federal funds rate is nearly certain. Overall, the economic evidence suggests that there is not likely to be a significant change in the policy statement compared with the December meeting. The Fed’s exit strategy is the main topic of interest. It is premature for the Fed to reveal the blueprint for reduction in its accommodation at the present time,” said Asha Bangalore in this guest post. [...] More on this topic (What's this?) Krugman: Why the U.S. Economy Could Use Higher Inflation (Money Morning, 5/2/12) Gold Prices Jump When Bernanke Hints at Stimulus (Learn Mining News, 4/10/12) Housing and Monetary Policy (Investment U, 2/28/12)
In this post, Stephen Roach, Morgan Stanley’s Asia chairman, discusses whether consumption from China, India and the other Bric countries can ever substitute the US consumer. [...] More on this topic (What's this?) Stephen Roach – Spotlight on BRIC Consumers (GreenLightAdvisor Views, 1/25/10) China’s New “Manifest Destiny” (Investment U, 6/10/09) China Increases Gold Reserves to 961 Tonnes (Wealth Daily, 6/8/09) | ||||||||||||||||||||||||||||||||||||||||||||||
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