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Monthly Archives: August 2011
Robert Shiller on US housing, economy, stimulus
Bob Shiller is one of the few economists who sees the forest for the trees. Robert Shiller, an economics professor at Yale University and co-creator of the S&P/Case-Shiller home-price index, talks about the U.S. housing market and economy, and his … Continue reading
John Hussman: current economic evidence has 100% sensitivity to recessions
This week’s Hussman letter is worth a once twice over. “It is now urgent for investors to recognize that the set of economic evidence we observe reflects a unique signature of recessions comprising deterioration in financial and economic measures that … Continue reading
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Honest analysts make me chuckle
This clip is brutally honest. Good for him. He may well not be asked back as a guest however…Andrew Smithers, founder of Smithers & Co., talks about the outlook for equities and methods for valuing stocks: Watch the Bloomberg clip … Continue reading
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