Prieur’s readings (July 23, 2010)

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This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. [...]

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Is it Deja Vu All Over Again?
Read more on Chun Yuan Steel, BK Of East Asia at Wikinvest
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Charlie Rose: Face to face with Timothy Geithner

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In this interview, Charlie Rose sits down with Treasury Secretary Timothy Geithner. [...]

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My Golf Confession
Put An End to Congressional "Perks"
Read more on Timothy Geithner, Chun Yuan Steel at Wikinvest
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U.S. credit rating firms due for a shake-up

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“The ongoing global financial crisis has prompted some seismic shift in almost every industry. The credit rating services somehow seem to have escaped unscathed and are definitely long overdue for a major shake-up or two,” said Dian Chu in this guest post. [...]

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Are equities cheap? Well, that depends …

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By Shaun le Roux, Alphen Asset Management.

There are some pretty strong views out there as to whether equities (domestic and foreign) are cheap or not. Unsurprisingly, some commentators and fund managers are of the view that equities are a screaming buy and others are of the opinion that the market [...]

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Richard Russell: “A hard rain lies ahead”

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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. [...]

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Dogs Of The Dow For 2012
Dow Jones Chart – Trend Line Convergence
Read more on Century, Dow Jones Industrial Average (DJI) at Wikinvest
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Stimulus battle: How to fix the economy

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Keith McCullough believes the government should dramatically cut back on spending. However, Barry Ritholtz warns that we could face another recession. [...]

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