With consumer confidence dragging along the sea floor it is critical that we understand the ramifications. Does crappy confidence lead to crappy equity returns? Ken Fisher conducted some research back [...]
James Montier of GMO releases his latest missive (Is Austerity the Road to Ruin?). In it he quotes Christina Romer: In early 2009, Christina Romer, Chair of the Council of [...]
The best and the worst from around the web. Your Monday morning reading for the commute, office or the can.
Jul 262010
Don Hays, founder of Hays Advisory Group, discusses his view of the European bank stress tests, and the prospects of a double-dip recession.
Guest post by Bulls, Bears & Pigs Never break the golden rule (Note: I wrote most of this Thursday) First off, some comments regarding market action. It continues to be [...]
“The market is giving a clear signal it is saying let’s focus on top revenue it is not enough to focus on the bottom line because we want to see [...]
“…we have to distinguish between what central Banks and the governments in the western world say and what they will do , I am not a great believer in this [...]
Its Greek to Me Share, Print or PDF
Jul 222010
Jim Rogers is a smart man, a great thinker and a so-so trader (he admits it himself). This video is about more than finance…
Jul 212010
Do your own due diligence. Yields fluctuate, dividends may get cut and investors could lose all their money. Also, yields are not indicative of relative safety or stability. In fact, a [...]
