Follow
____________________________
Monthly Archives: August 2010
Rosenberg debates more stock market perma-bulls this morning
The discussion makes a few key points. First, guys at perpetually long equity firms (the vast majority of commentators) are constantly married to an optimistic hope for the stock market. No one should ever be mislead or encouraged by their … Continue reading
Posted in Main Page
3 Comments
Human behaviour, you can set your watch by it
A great piece on China this morning from copper market analyst Simon Hunt courtesy of John Mauldin's Thoughts from the Frontline. The article is worth reading and cites some sobering stats on demographic and resource hurdles (especially water) facing the … Continue reading
Posted in Main Page
5 Comments
Late day recovery does not change facts
Friday the stock markets staged a late day recovery on the notion that the North American economy is in such poor condition its governments will be under pressure to search for more 'magical' ways to inject tax-payer capital into the … Continue reading
Posted in Main Page
Leave a comment
;
