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The 2011 series of lists would not be complete with the views of David Rosenberg, Chief Economist and Strategist of Gluskin Sheff & Associates. As you might have guessed, it is a bearish scenario. [...] More on this topic (What's this?) The Most Telling Chart of 2011 (Wall Street Daily, 12/30/11) The Worst Prediction of 2011 (Wall Street Daily, 12/23/11) Five Economic Blunders of 2011 and Five Fixes for 2012 (Money Morning, 12/30/11)
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?) 2012 Oil Price Outlook: How to Profit From $150 Oil (Money Morning, 1/6/12) The Five Factors Moving Oil Prices This Year (Investment U, 1/10/12) All You Need to Know About Iran, $200 Oil, and $6.00 Gas (Money Morning, 1/16/12)
Mark Hulbert says the advisers that he tracks who have the best records are now very bullish. [...] | ||||||||||||||||||||||||||||||||||
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