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By Cees Bruggemans, Chief Economist of FNB. Firstly the GDP growth slowdown in 2Q2010 to a seasonally adjusted annual rate of 3.2% as compared to 4.6% in 1Q2010 gives us 2.3% year on year GDP growth during 1H2010. Given pedestrian growth performances and prospects in too many sectors [...] More on this topic (What's this?) Inflation Proof Your Portfolio With These 5 Stocks (Investment Underground » Page n..., 1/19/12) The Secret to Gold Prices: Real Interest Rates (Wealth Daily, 1/20/12) Double dip recession isn’t the real worry (Wall Street Sector Selector, 10/28/11)
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. [...] More on this topic (What's this?) How to Invest in Volatile Markets (Learn Mining News, 10/16/11) U.S. Stock Market Volatility Since 1928 (Top Foreign Stocks, 11/17/11) Stock Market Volatility: No End in Sight (Investment U, 11/21/11)
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. [...] More on this topic (What's this?) Shallow Hal: The Bull-Bear Debate (Wall Street Sector Selector, 1/11/12) Retail Stock Exodus Continues: Fund Equity Outflows Continue For 23rd Out Of 24 Consecutive Weeks (Wall Street Sector Selector, 10/12/11) Wikipedia shutting down, midnight Washington DC time for 24 hours on Wednesday to protest against... (ValueWalk.com, 1/16/12)
This post features the latest reading on my ECRI Watch. [...] More on this topic (What's this?) Washington vs. the Web: How Congress Plans to Rule the Internet (Wall Street Daily, 1/16/12) Stop SOPA: which are the proper arguments against it? (Communications Breakdown, 1/18/12) Huge Internet Attack on Corporations Good News for Cybersecurity Stocks (Money Morning, 11/3/11)
A “dark” illustration of what we are dealing with on the economic front … [...]
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, [...] More on this topic (What's this?) South African productivity (Wall Street Sector Selector, 8/26/10) Looking For a Bright Spot? Productivity Growth May be America's Secret Weapon (Money Morning, 1/29/10) A Must See Peek At the Future of Technology and Productivity (Capitalogix, 11/6/11) | ||||||||||||||||||||||||||||||||||||||||||||||
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