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Two weeks ago I posted an article entitled I have just hedged my equities by going long volatility and remarked: “I am of the opinion that the nascent cyclical bull market is looking tired, on top of the fact that stocks over over-loved, overbought and overvalued.” Read on for the update. [...] 
In this CNBC interview, Mohamed El-Erian, CEO and co-CIO of Pimco, discusses the threat of Greece and Europe and its impact on stock markets. [...]
This post provides links to some 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)
Charlie Rose sits down with Martin Wolf, chief economics commentator of the “Financial Times”, and discusses the Greek debt crisis and whether it will spread to other countries. [...]
“The upshot of all this is that the record decline in commercial bank loans/leases that the U.S. experienced in 2009 was dominated by pay-downs of loans rather than write-offs. The continued contraction in commercial bank loan/lease balances is cause for caution with regard to the near-term growth in economic activity,” said Paul Kasriel in this guest post. [...] More on this topic (What's this?) Credit Writedowns welcomes Edward Hugh and Claus Vistesen (Credit Writedowns, 1/26/10) The week in review at Credit Writedowns: 2010-01-23 (Credit Writedowns, 1/23/10) The Reflexivity Of Goodwill (Barel Karsan, 5/1/12)
Goodnes! I have to declare my interests: I own a number of properties in the middle of this (but they are fortunately all mortgaged!). [...] |
![[Most Recent Charts from www.kitco.com]](http://www.kitconet.com/charts/metals/gold/t24_au_en_usoz_4.gif)
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By Prieur du Plessis, on May 7th, 2010 posted in: 
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U.S. stock market – long-term indicators could go either way
Jim Grant on “The Scream” painting, Fed’s “hall of mirrors”
Prieur’s Readings (May 5, 2012) – staying up to date with top money news
Don Coxe webcast – updated (May 4, 2012)
Laugh out Loud: EU debt whack-a-mole
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