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Following Richard Bernstein’s rather upbeat “11 themes for 2011” posted late last week, his former Merrill’s colleague David Rosenberg (now Chief Economist and Strategist of Gluskin Sheff & Associates) has just published his thoughts on the lie of a considerably more bearish investment land. [...]
In the six-part video interview in this post, James Chanos, hedge fund legend and Kynikos Associates president/founder, discusses a variety of issues regarding the economy and financial markets. [...] More on this topic (What's this?) The Top 10 Dividend-Paying Stocks of the Last 50 Years (Investment U, 5/3/12) Ivy Portfolio for May (Scott's Investments, 5/1/12) Classic Cons: How to Avoid the World's 10 Biggest Financial Scams (Money Morning, 4/27/12)
When considering valuation levels of the S&P 500 Index, it is always worthwhile stopping by Doug Short’s site for an update on three valuation indicators he routinely follows … [...] More on this topic (What's this?) Economist Gary Shilling: S&P 500 will drop 43% this year? (Value Investing, 4/11/12) Sell in May and Go Away? No Way! (Wall Street Daily, 5/10/12) Is This Bull Market Over? (Investment U, 4/16/12)
Blaming decades of fiscal abuse, John Williams of Shadow Stats calls for hyperinflation in the U.S. in 2011, starting with gasoline and food prices. [...]
Don Coxe has updated his popular webcast on Friday, December 10, 2010. Click through for the recording … [...] | ||||||||||||||||||||||||||||||||||||||||
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