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 By Prieur du Plessis, on February 23rd, 2010 posted in: Investment, Markets, Money  3 people had their say - chime in!
The February edition of Donald Coxe’s Basic Points research report (subtitled “Hard Rocks and Hard Shocks”) has just been published. His investment recommendations are summarized in this post, but a link to the full report is also provided. [...]
With most of the S&P 500 companies having reported financial results for Q4 2009, the chart below, courtesy of The Chart Store (via The Big Picture), shows how S&P 500 earnings declined by 92% from their Q3 2007 peak to the low of Q1 last year, and then subsequently rebounded by more than [...] 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) Is This Bull Market Over? (Investment U, 4/16/12) 
Interestingly, the Fed raised the discount rate last week as bank credit for the week contracted by a further $9 billion, bringing the year-to-date decline to $115 billion. It is difficult to see a significant economic recovery without the banks coming to the party. And this begs the question: Is this what the policymakers had in mind when bailing out the banks? [...] 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) Mobile Wallet Technology Will Make You Rich (Money Morning, 5/10/12)
Nobel Prize-winning economist Joseph Stiglitz discusses with Paul Maidment where capitalism went wrong and what its future iterations might be like. [...] By Prieur du Plessis, on February 23rd, 2010 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. [...] More on this topic (What's this?) Harbinger, Spectrum Back In Spotlight (The DIV-Net, 5/16/12) Blockbuster Could Collapse in 2010 (The Value at Risk, 9/7/09) OMB Raises 2010 Deficit Projection to $1.5 Trillion (Wealth Daily, 8/25/09)
Stocks could continue to push higher until May, but after that there is a serious risk of a double dip, Robin Griffiths, star technical strategist from Cazenove Capital, told CNBC. [...] |
![[Most Recent Charts from www.kitco.com]](http://www.kitconet.com/charts/metals/gold/t24_au_en_usoz_4.gif)
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Don Coxe webcast – updated (May 4, 2012)
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