Section
Outlook
20125 posts
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…
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…
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.…
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…
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.…
Gold: Due for Rally or Selloff?
Once again gold, inflation and the greenback are making a great number of headlines, and investors are viewing…
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…
The Best Indicator Of Economic Health?
This article is a guest contribution by Nic Lenoir, ICAP Traditionally, many people in the industry view the…
Three Hedge Fund Greats Discuss Outlook
Three hedge fund greats, Michael Steinhardt, Leon Cooperman, and David Gerstenhaber make a rare appearance together to discuss…
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…
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…
Hugh Hendry: Investment Outlook August 2009
Hugh Hendry, CIO, Eclectica Asset Management, has recently published his investment outlook for August 2009. Since the Summer…
Roubini's Canada Outlook: Supported by Easier Credit and Commodities Recovery
Nouriel Roubini's RGE Monitor recently published "Are There Bright Spots Amid the Global Recession?," which provides a comprehensive…
Robert Prechter: Inflation not a problem, deflationary depression in our future"
In the last week we've covered Robert Prechter, partly because we are fans, and partly because the material…
Top Strategists Debate “Buy-and-Hold”
This article courtesy of Validea's GuruInvestor Blog: The Financial Times recently interviewed several top strategists about the viability…
