David Rosenberg: "Market has overshot the fundamentals"
David Rosenberg, chief economist and strategist of Gluskin Sheff & Associates, discusses the outlook for the stock market…
October 20, 2009
Why China Can't Divorce the Dollar
Yesterday, we discussed the hype about the imminent death of the US dollar that is bubbling up these…
October 16, 2009
WealthTrack: "One Investment" Recommendation - Transcript
Earlier this week, we featured Consuelo Mack's interview with Bob Doll, Tom Petrie, and John Montgomery. Today, we…
October 16, 2009
The Dying Dollar: Rumours and Misinformation
Martin Wolf writes an interesting column in the FT.com October 13, 2009: It is the season of dollar…
October 15, 2009
Mauboussin: 8 Common Investor Mistakes
Michael Mouboussin, Legg Mason's Chief Investment Strategist, talks with Henry Blodget and Aaron Task on Yahoo TechTicker about…
October 11, 2009
ECRI: The Error of Pessimism?
Lakshman Achuthan, of ECRI paid Yahoo TechTicker a visit this week. He says the pessimists are wrong, and…
October 11, 2009
Barton Biggs: Better a Pig, than a Bull or a Bear
Barton Biggs visits CNBC to discuss the market - Biggs says its better to be a pig in…
October 10, 2009
Carl Icahn: Market is "Schizophrenic"
Earlier in the week, we discussed the divergent behaviour of stocks and bonds. Bonds are calling deflation, stocks…
October 10, 2009
Stocks for the Long Run? Not so fast Jeremy
John Keefe, columnist for CBS MoneyWatch, FT.com, and ex-Wall Streeter, refutes Jeremy Siegel's "Stocks For the Long Run,"…
October 9, 2009
Jeremy Seigel: Stocks for the Long Run (Still Alive)
Jeremy Siegel, Wharton School Professor, has recently published an op-ed in FT.com, arguing in favour of his "Stocks…
October 9, 2009
Stocks vs. Bonds: What's Next?
A very interesting chart from Leuthold Group points out that this would be the third time since the…
October 9, 2009
Goldman Recommends Companies with High Sales Exposure to BRICs
Goldman Sachs recently put out a report, and continue to follow it up, in which they aggressively recommend…
October 9, 2009
Julian Robertson's Inflationary Perspective - Bloomberg Transcript
We recently featured Julian Robertson's CNBC interview, in which Robertson outlines the consequences of a scenario where China…
October 6, 2009
Joseph Stiglitz Interview on Economic Recovery
Joseph Stiglitz is interviewed by Bloomberg during a visit to Istanbul. Stiglitz believes markets are "irrationally exuberant" about…
October 6, 2009
Absolute Return Letter, Neils Jensen (October 2009)
This article is a guest contribution by Neils Jensen of Absolute Return Partners LLP. A Country for Old…
October 6, 2009