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Where is the ECRI Weekly Leading Indicator heading? In previous articles I argued that the smoothed annualized growth rate of the WLI bottomed at -10.1% (officially adjusted from 10.2%) in the week ended October 23 last year. In light of the significant movements in investment markets over the past week, I had a look at what growth rate can be expected of this important number that will be published at the end of this week. [...] More on this topic (What's this?) Kerr Neilson Resource Page Added to ValueWalk (Value Investing, 5/9/12) Donald Yacktman Reading List Added to ValueWalk (Value Investing, 4/12/12) Deutsche Bank Executives Decides to Choose Asset Management Sale (ValueWalk.com, 1/12/12)
Stephen Roach, non-executive chairman of Morgan Stanley Asia, discusses the U.S. economy, Federal Reserve monetary policy, China’s economic strategy and the prospects for Europe. [...]
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?) Gold Price Forecast for the Remainder of 2012 (Investment U, 5/18/12) 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)
Helen Zhu, chief China equity strategist of Goldman Sachs, believes the mainland will see policy normalization in 2012. In light of that, she reveals how best to play the China story. [...]
“It seems it has been decided the road will be long and arduous and full of danger,” said Cees Bruggemans in this guest post about Europe. “There could still be many ambushes, not least from within but also from without.” [...] More on this topic (What's this?) New Global Banking Regulations: Buying Opportunities in Europe (Investment U, 1/5/12) The Fate of the Eurozone Hangs on Sunday's French Elections (Money Morning, 5/4/12) Eurozone Descends into a Farce as "Grexit" Looms Large (Money Morning, 5/18/12)
Don Coxe has updated his popular webcast on Friday, January 27, 2012. Click through for the recording. [...] | ||||||||||||||||||||||||||||||||||||||||||||||
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