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The acceleration in global economic activity since the lows in October gained traction in December. Click through for the Global PMI Scorecard … [...] More on this topic (What's this?) Scary: Why China is Buying Gold Like Mad (Learn Mining News, 1/30/12) Investing in Chinese Stocks: Capture Growth and Manage Risk (Investment U, 1/26/12) Housing Bust in China (Wealth Daily, 12/19/11)
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?) The Five Stocks You Have to Own in 2012 (Money Morning, 12/23/11) Chart: 2012’s Fastest Growing Nations Will Be… (Investment U, 1/8/12) 10 Experts Pick the 10 Best Stocks for 2012 (Money Morning, 1/10/12)
As shown in this post, the movement in the European LIBOR-OIS spread over the past few weeks is similar to the European TED spread and indicates that confidence in interbank lending has started improving, but the European LIBOR-OIS spread needs to show a more meaningful decline in order for a calmer environment to prevail. [...] More on this topic (What's this?) New Global Banking Regulations: Buying Opportunities in Europe (Investment U, 1/5/12) The U.S. and Asia Use Europe to Get to Emerging Markets: Part II (Investment U, 12/30/11) Eurozone Descends into a Farce as "Grexit" Looms Large (Money Morning, 5/18/12)
On this week’s WealthTrack, Consuelo Mack interviews Wall Street’s long-time number one economist Ed Hyman, Chairman of the ISI Group, and Bob Doll, Chief Equity Strategist of Blackrock. They discuss their expectations for the economy and markets in 2012 and strategies to prosper from that. [...] More on this topic (What's this?) 10 Experts Pick the 10 Best Stocks for 2012 (Money Morning, 1/10/12) The Five Stocks You Have to Own in 2012 (Money Morning, 12/23/11) Chart: 2012’s Fastest Growing Nations Will Be… (Investment U, 1/8/12)
This post reviews stock market sentiment based on asset data as opposed to opinion polls. [...] More on this topic (What's this?) Investor Sentiment: Are Investors Rushing Towards the Edge of a Cliff? (Comments for thetechnicaltake, 1/7/12) Investor Sentiment: Are These the Makings of a Sustainable Rally? (Comments for thetechnicaltake, 1/1/12) Is This Bull Market Over? (Investment U, 4/16/12)
The euro’s resilience in the face of the eurozone’s sovereign debt crisis has finally evaporated; the single currency has slid to a 16-month low against the U.S. dollar and an 11-year low against the Japanese yen. FT Lex’s Vincent Boland and Jennifer Hughes discuss the move’s significance and its implications. [...] | ||||||||||||||||||||||||||||||||||||||||||||||
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