US stock market returns – what is in store?

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I have just updated a research study on stock market returns, arguing for unexciting long-term returns, and possibly a “muddle-through” trading range for quite a number of years to come. […]






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Doug Kass: “I just can’t be that negative now”

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Despite the the stock market averages taking a nosedive over the past few, strategist Doug Kass said on Tuesday he “just can’t be that negative now”. That’s largely because Kass thinks the doom-sayers – such as economist David Rosenberg of Gluskin Scheff, who said the economy is in a depression, not a recession – are missing key points. Click through for the skinny. […]






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ECRI Watch: Growth adjusted downwards, further weakening ahead!

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This post features the latest reading on my ECRI Watch. […]






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Laugh out Loud: Economic recovery recalled

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A “dark” illustration of what we are dealing with on the economic front … […]






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South African productivity

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By Cees Bruggemans, Chief Economist of FNB.

Congested highways into Cape Town, Johannesburg, Pretoria and Durban even after 09h00 on workdays, and again on the way out even before 16h00 tell a story about dismal productivity which makes a disappointing 2%-3% growth performance all but inevitable.

In addition, […]

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