During the last week, markets have been volatile, and have been accompanied by rising concerns about the sustainability of the rally in the context of earnings and economic growth. On one hand, Merrill Lynch reports fund managers have been buying this rally in a big way, and on the other hand TrimTabs, an independent investment research firm, reports that corporate insiders are selling stakes at levels not seen since June 2004. Its hard to know if the market can sustain the rally or succumb to a profit-taking blow-off of some kind. It may indeed be time to take some money off the table, given the 50% equities run-up we’ve seen since March.
I am quite serious when I say that I do not believe there are, on the whole earth besides, so many intensified bores as in these United States. No man can form an adequate idea of the real meaning of the word, without coming here. — Warren Buffett
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This article is a guest contribution from MarketFolly.com, an excellent blog which tracks the activities of the hedge fund industry’s finest.
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Source: The Economist, May 19, 2010 (hat tip: Atlantic Asset Management). Exclusive: Jim Rogers is Long the Euro by Damien Hoffman, Wall Street Cheat Sheet 10 Mar 2010 at 6:12pm
This article is a guest contribution by Damien Hoffman, WallStreetCheatSheet.com.
Jim Rogers is one of the best global investors of all-time. Last ...
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WSJ's What's News Early Edition, March 12, 2010by The Wall Street Journal 12 Mar 2010 at 5:00am
A scathing report blames senior executives and auditor Ernst & Young ffor lapses that led to Lehman Brothers' bankruptcy ... total U.S. household debt fell 1.7% last year ... and New York City reached a settlement wit...
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