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“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?) Long-Term Chart Caveats For Equity Bulls (GreenLightAdvisor Views, 1/9/12) Equity Risk Premium Near An Extreme (Disciplined Approach to Investing, 1/2/12) Bear Markets Are Always Followed By Positive Returns (Top Foreign Stocks, 9/13/11) 
“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?) Wealthy Congressmen Don't Feel Your Pain (Money Morning, 1/9/12) Is it Deja Vu All Over Again? (Comments for thetechnicaltake, 11/4/11) Do You Qualify for the Earned Income Credit (EIC)? (Investing School, 12/21/11)
In this video, Gary Shilling talks about Europe’s sovereign debt crisis and the prospects for the euro and U.S. Treasury market. [...] More on this topic (What's this?) How the Euro Crisis is Good for Your Portfolio (Investment U, 12/12/11) What the Euro Will Look Like in Five Years (Money Morning, 9/30/11) EUR Continues to Tumble amid Fresh Euro-Zone Worries (Jutia Group, 1/16/12)
Chairman Bernanke is scheduled for the semi-annual testimony about the economy at the Senate Banking Committee on Wednesday, July 21. The U.S. economy is in the throes of an economic recovery but the risk of deflation has entered the picture. We’re awaiting the Chairman’s thoughts. [...] More on this topic (What's this?) Out of Answers, Federal Reserve Can Only Offer Empty Rhetoric (Money Morning, 12/13/11) How to Win Bernanke's War on Savers with a 19% Yield (Money Morning, 1/18/12) Will the Fed Raise Rates Soon? (Crossing Wall Street, 1/2/12) |
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By Prieur du Plessis, on July 20th, 2010 posted in: 
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Baltic Dry Index – sell-off overdone?
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