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This post reviews the recent stock market rally in the context of valuation levels and the economic backdrop. [...]
Pimco Co-Chief Investment Officer Bill Gross and Chief Executive Officer Mohamed El-Erian talk about the European sovereign-debt crisis and its impact on the U.S. economy and Treasury yields. [...]
This post reviews stock market sentiment based on asset data as opposed to opinion polls. [...] More on this topic (What's this?) Investor Sentiment: Another Case of Selling Low and Buying High? (Comments for thetechnicaltake, 11/12/11) My Deepest Thoughts on Investor Sentiment (Comments for thetechnicaltake, 11/14/11) Low Investor Bullish Sentiment Positive For Stock Returns? (Disciplined Approach to Investing, 4/26/12)
As part of my daily routine, I publish all my reading (including snippets from other well-known commentators) in an Internet newspaper, “Investment Postcards Daily”. Click through to read the latest edition and register for a free subscription. [...] More on this topic (What's this?) Housing Bottom 2011 (Wealth Daily, 7/7/11) The Most Important Investment You Can Make Right Now (Money Morning, 3/1/12) Golden Rule: The Investment Theory of Politics (Finance Documentaries, 5/18/12)
This week on Wealthtrack, Consuelo Mack interviews one of the few economists to foresee the global economic slowdown. Gluskin Sheff’s David Rosenberg saw signs of trouble as chief economist at Merrill Lynch. He continues to warn about a prolonged slump with high unemployment in the developed world and discusses what it means for investors and where to find growth despite a stagnant U.S. and Europe. [...] More on this topic (What's this?) What Today’s Unemployment News Means (Learn Mining News, 5/4/12) Are Economic Indicators Signaling a Sell Off? (Money Morning, 4/30/12) What's Wrong with the U.S. Economy (Wealth Daily, 4/28/12)
The past week in monetary policy saw interest rate decisions announced by 9 central banks around the world. Click through for a comprehensive review. [...] | ||||||||||||||||||||||||||||||||||||||||||||||
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