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Love him or hate him, 85-year old Richard Russell is the doyen of investment letter writers – having been at it for more than half a century – and his views as expressed in his daily Dow Theory Letters always make for stimulating reading. This post summarizes the R man’s “big picture” view of the U.S. stock market. [...] More on this topic (What's this?) Dwolla: Threat to the Financial Services Industry? (Investment U, 4/24/12) The Dow Reaches a Four-Year High (Wall Street Daily, 5/2/12) Ides of March (Wealth Daily, 3/14/12)
Keith McCullough believes the government should dramatically cut back on spending. However, Barry Ritholtz warns that we could face another recession. [...]
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)
Market chart readers view stocks as being vulnerable to further declines, while fundamental analysts see stocks as a bargain given strong corporate profits, reports Barron’s Michael Santoli. [...]
Jim Hamilton used the Federal Reserve Flow of Funds data to pose a question: who will buy “the additional $8 trillion in net new debt that would be issued over the next decade under the CBO’s alternative fiscal scenario?” In this guest post, Rebecca Wilder argues that the domestic private sector will accumulate the paper. [...] | ||||||||||||||||||||||||||||||||||||||||
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