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The November manufacturing PMIs came in much stronger than the market and I expected. Read on for the full analysis. [...] More on this topic (What's this?) China’s Manufacturing Sector Stabilizes (Wall Street Daily, 4/23/12) Manufacturing Grows Rapidly – Small Businesses in a Good Position (Value Investing, 4/9/12) U.S. Manufacturing Vitality Offers Opportunities (Investment U, 1/12/12)
I find myself starting to post more regularly on Twitter and Facebook. The items are always concerned with topical economic and market issues, web links and graphs, and not about my breakfast or other useless information. Recent examples included notes on Vietnam and uranium. For those readers not doing so already, consider following my “tweets” or joining me as a friend on Facebook. [...] More on this topic (What's this?) How to Profit From the Facebook IPO Without Buying Facebook (Investment U, 5/15/12) A Few More Reasons to Avoid the Facebook (Nasdaq: FB) IPO (Investment U, 5/18/12) How To Trade The Facebook (FB) IPO (Green Stocks Central, 5/14/12)
Nassim Taleb, known worldwide for his book “The Black Swan” discusses his new book, “The Bed of Procrustes: Philosophical and Practical Aphorisms”, and more with CNBC. [...]
This post includes a chart showing U.S. debt is much higher than average and, like Greece and Ireland, will continue to grow in 2011. [...] More on this topic (What's this?) Kenneth Rogoff on Debt and Financial Crises [Live Updates] (Value Investing, 5/16/12) The Cost of Debt (Wealth Daily, 4/12/12) Interoute’s Revenue Surged in 2011 (Telecom Ramblings, 4/23/12)
Here is the opening paragraph from a thoughtful article by Comstock Partners: “Ever since the U.S. financial crisis in 2008 there have been many comparisons to Japan and their ‘lost decade’. Most comparisons mark the start of each financial crisis as the end of 1989 for Japan and 2007 for the U.S. We believe each deserves some clarification: Not only does the lost decade need to be pluralized, but the U.S. financial crisis is more appropriately dated to 2000, when we entered our secular deflationary bear market in the wake of the bursting of the dot-com bubble.” Click through for the full story. [...] More on this topic (What's this?) DXJ: The Smart Way to Invest in Japan? (Investment U, 4/19/12) Investing in Greek and Japanese Multinational Companies (Investment U, 3/8/12) Investing in Japan: Three Choices One Year after the Disaster (Money Morning, 3/14/12)
Joseph Stiglitz, Nobel prize-winning economist, says banks are undermining the rule of law in America and bad mortgages still fester. [...] | ||||||||||||||||||||||||||||||||||||||||||||||
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