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Monthly Archives: October 2009
Secular bear strategy: pick your points, forget buy and hold
Worthwhile discussion this week on Bloomberg Surveillance between Jim Bianco, president of Bianco Research LLC and Barry Ritholtz, CEO and director of equity research at Fusion IQ talking about the need for capital preservation as the main objective during secular … Continue reading
Articles that caught our eye this morning
WSJ: It's the Euro you should be worried about : “The boost given by the falling dollar to commodity prices squeezes the economy at the wrong time. It also risks stoking fears about inflation, potentially touching off a rally in … Continue reading
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High hopes of greener pastures abroad
Over the past few years, I have referenced a recurring theme in economic history: high hopes that someone, somewhere, will be able to decouple from this recession and save the day for global growth. This is very common human thinking; … Continue reading
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