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People are reacting to every sign of bad news in the market as though it were the outlier of another financial crisis, says Jim O’Neill, Goldman Sachs Asset Management chairman. In this CNBC interview, he explains why he is increasingly optimistic about the outlook for 2011. [...]
The crude oil price has been scaling new recovery highs over the past few days and indications are that the trend is solidly up. Although oil is marching higher as a result of increased demand, an increasing price also represents a head wind for the economy – almost like an additional tax. [...] More on this topic (What's this?) Most Investors Don't Know This Oil Secret... (Wealth Daily, 5/19/12) $1 Gas Prices (Wealth Daily, 4/13/12) Understanding the Fracking Process (Investment U, 4/19/12)
Mark Hulbert says the advisers that he tracks who have the best records are now very bullish. [...]
Comparing the inflation-adjusted performance of the S&P 500 for 2000 to present with 1929 to 1949 makes for interesting reading … [...]
In a recent note CitiGroup highlighted the three past market environments that most closely resembled the current environment. Unlike just about every commentator in the world right now, they believe January and 2011 could have some surprises in store for us. [...] More on this topic (What's this?) Stock Market Today: Citigroup Earnings (NYSE: C), U.S. Retail Sales Fuel Rally (Money Morning, 4/16/12) Interoute’s Revenue Surged in 2011 (Telecom Ramblings, 4/23/12) Buybacks Decline Along With Earnings In Q4 2011 (Disciplined Approach to Investing, 3/29/12) | ||||||||||||||||||||||||||||||||||||||||
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