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Jeremy Grantham has become a familiar and very popular face on this site. For those treasuring his insight, wisdom and prescient calls, the co-founder and chief investment strategist of Boston-based GMO has just published the July edition of his quarterly newsletter entitled “Summer Essays”. Click through for Grantham’s thoughts … [...] 
“The bias remains cautious and the path of least resistance remains down until a variety of resistance levels can be overtaken,” said technical analyst Kevin Lane in this guest contribution. [...] 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) Stocks Have You Worried? Here's What You Do (Money Morning, 5/14/12)
“Equities are going to lose you money between now and October. You either sell right now or wait for the rest of the rally and sell into that,” Robin Griffiths from Cazenove Capital told CNBC when taking a technical look at the FTSE. [...]
I have long been of the opinion that equity analysts are generally too optimistic on earnings forecasts. Research by McKinsey & Company now offers rather compelling evidence in a paper entitled “Equity analysts: Still too bullish”. Read on … [...] More on this topic (What's this?) Breakthroughs of This Magnitude Happen Once a Century (Wealth Daily, 3/10/12) Equity markets not yet expensive enough to lure most retail investors (morph366, 3/25/12) ‘James Montier: What Goes Up Must Come Down!’ (Value Investing, 3/20/12)
“I continue to worry about a double-dip recession, a little bit more than a few months ago,” Robert Shiller from Yale University told CNBC in a recent interview. [...]
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) Ford: Solid Gains This Year (Investment Underground » Page n..., 4/10/12) |
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By Prieur du Plessis, on July 20th, 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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