Archives for June 2009

Monthly Archives: June 2009

Hendry: Fears of inflation could trigger bigger downturn

We have followed Hugh Hendry, the outspoken and bold CIO of Eclectica Asset Management, and one of the few profitable absolute return hedgies during t ...
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Poll results: Stock market – buy, hold or sell?

I posted an opinion poll about the outlook for the US stock market on Tuesday last week. In essence, the poll set out to determine readers’ views abou ...
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Technical talk: Telling Week for Stock Market

The comments below were provided by Kevin Lane of Fusion IQ. This week’s trading on the S&P 500 should tell us a lot about the stock market. The q ...
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Words from the (Investment) Wise (June 22 – 28, 2009)

“Words from the Wise” this week comes to you in a shortened format as I do not have access to my normal research resources while on the road in Europe ...
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Rebecca Wilder: World economic updates (June 19–26) – Seeing some light … Really!

This post is a guest contribution by Rebecca Wilder*, author of the of the News N Economics blog. Glimmers of hope are starting to emerge in the hard ...
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A Potpourri of Bulls and Bears

This week’s video-o-rama comes to you a day late as I make my away from Cape Town to Europe. Notwithstanding terribly slow broadband at South African ...
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Richard Russell: Competitive devaluations to spur on gold

I often quote Richard Russell, the 85-year-old writer of the Dow Theory Letters, in my blog posts. Although I may not necessarily always agree with hi ...
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Global Equity Market P/E Ratios

Below is a chart showing global equity market valuations, as produced by Bespoke Investment Group. Canadian stocks are currently fetching a P/E of 13X ...
3
Global Stock Markets – Positive Breadth

In order to measure stock market breadth, I find it very useful to monitor the percentage of stocks in the S&P 500 Index (or on the Nasdaq or New ...
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Goldman Sachs: “Engineering Every Major Market Manipulation Since The Great Depression”

Matt Taibbi, the controversial Rolling Stone investigative columnist who has been stalking Goldman Sachs, et al, to unearth the deep dark secrets as w ...
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Puru Saxena: Transfer of wealth

This post is a guest contribution by Puru Saxena*, founder of Hong Kong-based Puru Saxena Wealth Management. After decades of excess credit and over-c ...
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Global stock market declines – threatening moving averages

Considerable media coverage has been given to the S&P 500 Index flirting with its key moving averages (remember to poll your vote here). However, ...
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Tim Bond on China and the Fed’s “punch bowl”

Tim Bond, head of asset allocation at Barclays Capital, discusses in the video clips below the outlook for Chinese growth, as well as government bond ...
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Bill King: Deflation trade back in vogue

This post is a guest contribution by Bill King*, well-respected and straight-talking author of The King Report. For the past few weeks we have provide ...
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Corporate Spreads Still Have a Way To Go

Corporate spreads have declined considerably since the “panic peaks” of late last year. For example, the current Baa spread in the US is 374 basis poi ...
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