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Not only does the economies of emerging countries look healthier than those of their mature counterparts, but stock market valuations are also more favorable. Click through for the skinny … [...] More on this topic (What's this?) Emerging Market Bonds: Less Risk Than You Think (Investment U, 5/11/12) Emerging Markets: The Ultimate High Growth Investments (Investment U, 4/3/12) Investing in Emerging Markets with U.S.-Traded ADRs (Money Morning, 5/7/12) 
In this video, Morgan Stanley’s Stephen Roach tells WSJ’s Kelly Evans the fragile US recovery could be undone and Federal Reserve Chairman Ben Bernanke’s policies too closely mirror Alan Greenspan’s. He also insists Asian economies aren’t ready to take the baton from the West. [...]
Further to my post of yesterday, arguing that the world economy in general and the U.S. economy in particular will probably escape a double-dip recession, a short note from BCA Research arrived that essentially confirms my conclusion. Read on for the content … [...] More on this topic (What's this?) The Great Reflation: J. Anthony Boeckh (Canadian Business Blog, 9/1/10) Escaping the Double Dip Recession (GreenLightAdvisor Views, 7/19/10) BCA Research Finds " QE Is Good For The Rich, Bad For The Poor " (Phil's Favorites, 8/15/11)
Stimulus vs austerity is the key question that some of the world’s leading economists will be answering in a new Financial Times series. To kick the series off, Martin Wolf, FT’s chief economics commentator, and Chris Giles, FT’s economics editor, examine why the debate has become so important and what has changed in the past year. [...] More on this topic (What's this?) Mobile Devices, A Growing Addiction [Infograph] (Value Investing, 5/19/12) Water-Gen Delivers Water From the Desert Air (Wall Street Daily, 3/6/12) S&P Downgrades 16 Spanish Banks (Jutia Group, 4/30/12)
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) Blockbuster Could Collapse in 2010 (The Value at Risk, 9/7/09)
On this week’s WealthTrack, Consuelo Mack interviews a journalist who is considered to be a must read among top investors. Roger Lowenstein is a former Wall Street Journal reporter who has written books covering subjects ranging from Warren Buffett, to the tech crash, to the nearly catastrophic failure of hedge fund Long Term Capital Management, to the most recent financial crisis in his book The End of Wall Street. Lowenstein discusses the current financial climate and the challenges we face investing in it. [...] More on this topic (What's this?) The Buffett Rule: Do As Warren Buffett Says, Not As He Does (Investment U, 4/18/12) Warren Buffett Stocks: How to Invest Like the Oracle of Omaha (Money Morning, 5/1/12) Warren Buffett Thinks You're Stupid (Wealth Daily, 5/8/12) |
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By Prieur du Plessis, on July 19th, 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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