This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy.• Pat Regnier (CNN Money): What the bond guru sees coming, July 20, 2010. Bill Gross, co-chief investment...
Read MoreMarket chart readers view stocks as being vulnerable to further declines, while fundamental analysts see stocks as a bargain given strong corporate profits, reports Barron’s Michael Santoli.Source: Barron’s, July 19, 2010.Did...
Read MoreThis post is a guest contribution by Rebecca Wilder, author of the of the News N Economics blog.Jim Hamilton used the Federal Reserve Flow of Funds data to pose a question: who will buy “the additional $8 trillion in net new...
Read MoreSource: Nate Beeler, Comics.com, July 20, 2010.Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreJeremy Grantham has become a familiar and very popular face on this site. For those treasuring his insight, wisdom and prescient calls, the co-founder and chief investment strategist of Boston-based GMO has just published the...
Read MoreThe comments below were provided by Kevin Lane of Fusion IQ.The market had its worst sell-off in a few sessions as the S&P 500 (as well as other key benchmark indices) rallied up into resistance zones and then turned down....
Read More“Equities are going to lose you money between now and October. You either sell right now or wait for the rest of the rally and sell into that,” Robin Griffiths from Cazenove Capital told CNBC when taking a technical look at the...
Read MoreI have long been of the opinion that equity analysts are generally too optimistic on earnings forecasts. Research by McKinsey & Company now offers rather compelling evidence in a paper entitled Equity analysts: Still too...
Read More“I continue to worry about a double-dip recession, a little bit more than a few months ago,” Robert Shiller from Yale University told CNBC. Chris Watling from Longview Economics and Chris Turner ING Financial Markets joined the...
Read MoreThis post provides links to a number of interesting articles I have read over the past few days that you may also enjoy.• Julia Werdigier (The New York Times): An outspoken man in a secretive trade, July 19, 2010. With a sharp...
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