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“Given that we are already defensive on the basis of broader considerations about overvaluation and the overbought status of the market, the pressures we’re seeing on the yield front make our aversion to market risk somewhat more pointed,” said John Hussman in this post. […]
“Given that the market has rallied nearly 10% in the last few weeks, expect a shallow to moderate pullback to occur; however, we believe this pullback will present a buying opportunity,” said technical analyst Kevin Lane in this guest post. […]
This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. […]
Economist Simon Johnson, professor of entrepreneurship at the Sloan School of Management at MIT, says the US needs to reinstate financial regulation that encourages transparency and disclosure. Click through for the video. […]
This post features the Affordability Index of US residential property. Let’s have an open thread and discuss in the comments section whether this represents a buying opportunity, or is it a question of fools rush in where wise men fear to buy? […]
By Cees Bruggemans, Chief Economist FNB. Our decline into recession was abrupt. We fell deep, perked up late and now surge belatedly in places as we play catch up off sometimes very low bases. Still makes growth performance feel good where it shows. Though expectations about World Cup foreign visitors […] | ||||||||||||||||||||||||||||||||||||||||||||||
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