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Outlook
17788 posts
David Rosenberg: BoC's Bullish Decision
David Rosenberg shares his thoughts on the Bank of Canada's decision to leave its policy interest rate at…
October 21, 2009
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
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
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
Jim Rogers Outlook - Inflation, China, and the US
Jim Rogers visited CNBC last week in Singapore (where he lives) to discuss his outlook on global markets.…
October 5, 2009
Canada's IMF Upgrade an Important Sign Post
Canada's GDP growth outlook got an upgrade from the IMF this week thanks in part to the outlook…
October 2, 2009
Medal of Honor: Top analyst Josh Rosner nailed the crisis
This is a guest contribution by Damien Hoffman, editor-in-chief of the very popular Wall St Cheat Sheet blog.…
September 24, 2009
Gold: Due for Rally or Selloff?
Once again gold, inflation and the greenback are making a great number of headlines, and investors are viewing…
September 17, 2009
Meredith Whitney: Banking Sector Outlook Less Optimistic
Meredith Whitney says economic and banking fundamentals in the US have not changed in the last year. Whitney…
September 14, 2009
The Best Indicator Of Economic Health?
This article is a guest contribution by Nic Lenoir, ICAP Traditionally, many people in the industry view the…
September 11, 2009
Three Hedge Fund Greats Discuss Outlook
Three hedge fund greats, Michael Steinhardt, Leon Cooperman, and David Gerstenhaber make a rare appearance together to discuss…
September 10, 2009
Showtime for Visible Roots and Fruit
John Hussman, CEO of Hussman Funds, says its showtime for economic data match the market's expectations: In my…
September 8, 2009
David Rosenberg: Equities on a roll, but still overvalued
David Rosenberg, formerly the Chief North American Economist at Merrill Lynch in New York, returned to his native…
August 31, 2009
Hugh Hendry: Investment Outlook August 2009
Hugh Hendry, CIO, Eclectica Asset Management, has recently published his investment outlook for August 2009. Since the Summer…
August 27, 2009
