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Housing, credit, public finances, and the labor areas of the economy are currently impaired and until the country gets over those structural impairments, economic growth will be tough for a while, says Mohamed El-Erian, Pimco CEO/Co-CIO, who also mentions that Washington needs a growth strategy in order to get over these headwinds. [...] More on this topic (What's this?) Money Morning's Fitz-Gerald On PIMCO Bond Sell-Off and Stock Market Drop (Money Morning, 3/10/11) Pimco’s Bill Gross Drops U.S. Treasuries Like a Bad Habit (Investment U, 3/17/11) PIMCO’s Bill Gross Goes Short on U.S. Debt (Comments on: Homepage, 4/11/11)
This post shares a table of various asset class ETF performances for three time periods – the last week, since the market peaked on April 29, and year to date. [...] More on this topic (What's this?) Measuring the Performance of the Ivy Portfolio (Phil’s Stock World, 12/1/12) Albert Einstein Would Hate These ETFs (Wall Street Daily, 10/24/11) Short Silver ETF (Learn Mining News, 3/23/11) 
In this video clip, experts discuss the relationship of energy with geopolitics, modernity, and the environment, as well as sources of clean and renewable energy. [...] More on this topic (What's this?) How to Lower Your Energy Bills for Free (Investment U, 1/6/12) Natural Gas, the New King of Energy (Wealth Daily, 1/11/12) The "New" Biggest Threat to the Energy Industry (Money Morning, 12/13/11)
The discord in Europe across policy lines is growing. In this post, economist Rebecca Wilder jotted down a few notes regarding the different initiatives being tabled out there. [...] More on this topic (What's this?) Crisis in the Eurozone: The Reality of the European Downgrades (Money Morning, 1/20/12) Take Heed! How the European Crisis Could Hurt U.S. Stocks (Wall Street Daily, 1/19/12) Why Silver Prices Are Dropping So Fast (Learn Mining News, 12/14/11)
By Cees Bruggemans, Chief Economist of FNB. As in politics, a turnaround in cyclical conditions starts with one data point changing direction. Subsequent data are then needed to confirm the change of direction, but it crucially starts at a specific point in time, both regarding downswings and upswings. [...] |
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By Prieur du Plessis, on June 14th, 2011 posted in: 
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Baltic Dry Index – sell-off overdone?
Faber: “Bubble” exists in safest bonds
Investor Sentiment: Is this the end of the road for the rally?
Monetary policy: Week in review (Jan, 2012)
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