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Positive sentiment in the week through December 21 resulted in investors reversing course, with U.S. equities regaining favor and bonds experiencing selling pressure. As usual with retail investors, it would seem that the change in strategy comes rather late in the cycle … [...] More on this topic (What's this?) Bonds: The Most Important Asset Class (Expected Returns, 4/18/12) Emerging Market Bonds: Less Risk Than You Think (Investment U, 5/11/12) Bond Funds: The Worst Investment You Can Possibly Make (Investment U, 3/30/12)
Lakshman Achuthan, managing director of Economic Cycle Research Institute, talks about the outlook for the U.S. economy and employment in 2011. Achuthan, speaking with Bloomberg’s Melissa Long, also discusses Fed policy. [...] 
Time will tell whether the year-end/new-year indicators play out according to the historical pattern. Read on … [...] More on this topic (What's this?) The Dow Reaches a Four-Year High (Wall Street Daily, 5/2/12) DJIA Chart – Trading Channel or Not? (My Trader's Journal, 5/13/12) Dwolla: Threat to the Financial Services Industry? (Investment U, 4/24/12)
This post features an interview with Stephen Roach on why low homebuyer demand is keeping him bearish on its recovery, as well as reference to a WSJ op-ed article by Peter Schiff. [...] More on this topic (What's this?) Case-Shiller Home Price Index and Home Sales: What the Latest U.S. Housing Market Data Show (Money Morning, 4/24/12) Home Prices Near 10-Year Low (Crossing Wall Street, 3/27/12) Case-Shiller Index: Is This the Housing Market Bottom? (Money Morning, 4/25/12)  By Prieur du Plessis, on December 31st, 2010 posted in: Investment, Markets, Money  Leave your comment
Paul Mason, BBC Newsnight’s Economics Editor, managed to track Keynes down and produced a delightful interview as reported in this post. [...] By Prieur du Plessis, on December 31st, 2010 posted in: Investment, Markets, Money Leave your comment
Discussing how to approach investing in the new year, with Edward Yardeni of Yardeni Research. [...] |
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U.S. stock market – long-term indicators could go either way
Jim Grant on “The Scream” painting, Fed’s “hall of mirrors”
Prieur’s Readings (May 5, 2012) – staying up to date with top money news
Don Coxe webcast – updated (May 4, 2012)
Laugh out Loud: EU debt whack-a-mole
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