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A quick review of the outlook for the ECRI Leading Indicator … [...] More on this topic (What's this?) Kerr Neilson Resource Page Added to ValueWalk (Value Investing, 5/9/12) Donald Yacktman Reading List Added to ValueWalk (Value Investing, 4/12/12) 9600 or bust (All Allan, 7/3/10)
I have just contributed a chapter to a new book, “The Gathering Storm” – a unique perspective on world economics and financial markets. Contributors include the likes of James Ferguson, Albert Edwards, Dylan Grice, Howard Marks, David Rosenberg, John Mauldin, Lee Robinson and Patrick Young. Read on … [...] More on this topic (What's this?) Economist Gary Shilling: S&P 500 will drop 43% this year? (Value Investing, 4/11/12) Stocks Have You Worried? Here's What You Do (Money Morning, 5/14/12) Sell in May and Go Away? No Way! (Wall Street Daily, 5/10/12)
Click through for James Grant, editor of Grant’s Interest Rate Observer, and Neal Soss, chief economist at Credit Suisse Holdings USA, discussing the outlook for Federal Reserve monetary policy, the labor market and the dollar. [...]
Readers often ask me about Richard Russell’s (Dow Theory Letters) comments on topical issues. I though you might be interested in his take on another round of quantitative easing … [...] More on this topic (What's this?) Krugman: Why the U.S. Economy Could Use Higher Inflation (Money Morning, 5/2/12) Sterilized Quantitative Easing: Get Ready for QE2.1 (Investment U, 3/23/12) Gold Prices Jump When Bernanke Hints at Stimulus (Learn Mining News, 4/10/12)
In this interview, Barton Biggs, managing partner at Traxis Partners, tells CNBC he expects the S&P 500 to move up another 10 to 15%. [...]
“With just over 1.3 billion people (as of mid-2008), China accounts for about 20 percent of the world population and, needless to say, is the world’s largest and most populous country. Although the country’s population growth has been somewhat slowed by the one child policy (in effect since 1979), its internet population has been growing by leaps and bounds over the past ten years,” said Dian Chu in this very thoughtful guest contribution. Read on for how to capitalize on the digital dragon … [...] More on this topic (What's this?) Investing in the “New China” with this Telecom Market Stock (Money Morning, 4/23/12) For More Opportunity, Go East (My Wealth Builder, 4/23/12) | ||||||||||||||||||||||||||||||||||||||||||||||
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