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By now we know David Rosenberg, Chief Economist and Strategist of Gluskin Sheff & Associates, missed out on the global stock market rally and remains firmly in the equity bear camp. With stock markets coming off the boil, maybe Rosie’s moment has arrived. It is therefore opportune to focus on his list of the dirty dozen of factors that could upset the stock market apple cart. [...] More on this topic (What's this?) Why Does an Equal-Weighted Portfolio Outperform Market Capitalization- and Price-Weighted Portfol... (Value Investing, 5/17/12) 12 Shocking Facts about the Bakken (Wealth Daily, 1/27/12) Can The Nazz Make It 12 In A Row? (In The Money, 3/19/12)
Financial analyst Barry Ritholtz separates fact from fiction in the allegations of fraud made by the SEC against Goldman Sachs in an interview with Dylan Ratigan. Barry tells me his post “10 Things You Don’t Know (or were misinformed) About the GS Case” is turning out to be the most popular article he had ever written. His list is included in the post. [...]
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) Tom Gayner’s Reading List Added to ValueWalk (Value Investing, 4/13/12) What to Expect From The Global Tourism Industry in 2010 (Investment U, 11/11/09)
“It is too early to say that the housing market is recovering,” says David Blitzer, Chairman of the Index Committee at Standard & Poor’s. The post includes a round-up of the latest Case-Shiller House Price Indices, as well as a video clip. [...] More on this topic (What's this?) Case-Shiller Home Price Index and Home Sales: What the Latest U.S. Housing Market Data Show (Money Morning, 4/24/12) Robert Shiller: Raise Taxes Temporarily to Get Out of Weak Economy (Video) (Value Investing, 5/8/12) Parsing the Case-Shiller House Price Data (The Value at Risk, 7/28/09)
In the video in this post, European Central Bank President Jean-Claude Trichet speaks with Wall Street Journal Global Economics Editor David Wessel about the financial crisis in Greece and the future of global financial reform. [...] More on this topic (What's this?) Oil Prices and the Death of Greece (Money Morning, 5/17/12) Greece’s Upcoming Election May Be its Undoing (Wall Street Daily, 4/12/12) Greece Secures Bailout, Gold Prices Respond (Learn Mining News, 2/23/12)
Joseph Stiglitz recently delivered a thoughtful lecture on economic reform at George Soros’ Institute for New Economic Thinking (INET). Stiglitz’s proposal ignores theories like the efficient market hypothesis that, according to him, got us into the crisis, and rather focuses on the realities of the market. Click through for a slideshow and video. [...] More on this topic (What's this?) Here's What Happened to the Tech Stock Rally (Money Morning, 5/11/12) Donations for access: Straining credulity (morph366, 3/25/12) Reader Notice (naked capitalism, 4/4/10) | ||||||||||||||||||||||||||||||||||||||||||||||
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