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Goldman Sachs’ economist Jan Hatzius has just released a new report on the U.S. economy subtitled “The second half slowdown.” The report details the key headwinds facing the American economy, many of which have the impact of building a deflationary environment. [...] More on this topic (What's this?) Could Goldman Sachs (NYSE: GS) Earnings Slip Send Investors Bailing on Stock? (Money Morning, 4/17/12) Why Financial Earnings Leaders Means Bad Times Ahead (Investment U, 7/29/09) The Trouble with the Trouble with Goldman Critics (Paul Kedrosky's Infectious Greed, 8/8/09)
Markit released its flash euro zone PMIs yesterday. The number surprised on the upside as most observers were expecting declines. Read on … [...] More on this topic (What's this?) Eurozone Descends into a Farce as "Grexit" Looms Large (Money Morning, 5/18/12) European Fiscal Compact In Crisis As Irish Vote Looms (Value Investing, 5/7/12) EU Officials Give Eurozone’s Firewall a Final Treatment (Wall Street Daily, 4/2/12)
“Investors are understandably scared of the sovereign debt crisis unfolding in Europe. Amid their angst, however, they are ignoring a more likely, and significantly larger, debt catastrophe that is about to hit the nation with the second-largest economy in the world — Japan,” said Vitaliy Katsenelson in this guest post. [...] More on this topic (What's this?) DXJ: The Smart Way to Invest in Japan? (Investment U, 4/19/12) Investing in Greek and Japanese Multinational Companies (Investment U, 3/8/12) Investing in Japan: Three Choices One Year after the Disaster (Money Morning, 3/14/12)
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)
In this interview, Charlie Rose sits down with Treasury Secretary Timothy Geithner. [...] More on this topic (What's this?) Geithner Urges Congress to Raise Federal Debt Limit (Wealth Daily, 8/10/09) Geithner's Tantrum Boosts Credibility With Toddlers; Others Are Embarrassed (The Value at Risk, 8/4/09) | ||||||||||||||||||||||||||||||||||||||||
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