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Outlook
19267 posts
David Rosenberg: Mother of Jobless Recoveries Lies Ahead
David Rosenberg appeared on Fast Money yesterday at the end of the day to discuss the economy, employment…
July 1, 2009
"Loonie a Thoughtful Choice" (WSJ.com)
The Wall Street Journal suggests that Americans should think about investing in Canadian assets to take advantage of…
June 22, 2009
Roubini: Oil and Gold Look Overpriced
Nouriel Roubini, of RGE Economics, declared at a Reuters Summit Tuesday that Oil and Gold are not reflecting…
June 16, 2009
Convergence of Corporate and Treasury Yields Not What You Think
Many economy watchers are of the mind, simply so, that the market's appetite for risk is increasing, and…
June 12, 2009
The Secret European Financial Crisis
Anatole Kaletsky, Editor-at-Large for The Times (London), writes this week on the subject on Europe's looming financial crisis…
June 4, 2009
Between a Rock and Hard Place
Money managers, investment advisors and investors alike face a daunting emotional and financial challenge in these markets as…
May 29, 2009
Jeremy Siegel: Outlook for Government Bonds
Jeremy Siegel, on his outlook for government bonds: 40 years ago [US] treasury bonds were yielding over 6.3…
May 15, 2009
Hussman: Banks Pass Stress Tests, Regulators Fail Ethics Test
The following article is an excerpt from John Hussman's Weekly Market Comment, Hussman Funds. May 11, 2009 -…
May 11, 2009
Big money poll - the long view (Barron's)
Barrron's magazine has published the results of its Big Money Poll of sentiment among money managers. Here is…
May 4, 2009
Hendry: Markets Assuming Optimism
Hugh Hendry, the outspoken hedge fund manager and founder of Eclectica Asset Management, known for his remarkably accurate…
April 29, 2009
Emerging Markets Versus G7
BCA Research has published the following daily note about the relative strength of Emerging Markets versus G7 equity…
April 23, 2009
Hugh Hendry: Citywire Interview
Hugh Hendry, the outspoken CIO and co-founder of Eclectica, one of the UK's most successful hedge funds during…
April 11, 2009
A Postcard from Mexico - Mark Mobius
This is is a guest contribution by Mark Mobius, Executive Chairman, Franklin Templeton. Whenever we visit Mexico, we…
April 9, 2009
China’s Economy in 2009 and Beyond
This post is a guest contribution by Nouriel Roubini*, RGE Monitor. Today we take a closer look at…
April 9, 2009
Corporate Bonds or Equities? Deflation or Inflation?
The debate rages on, and it is between whether to invest in corporate bonds or equities, or if…
March 30, 2009