Daily Archives: May 9, 2012

James Montier is a member of the asset allocation team at GMO UK Ltd. Previously, he was co-head of global strategy at Société Générale S.A. and a global equity strategist at Dresdner Kleinwort. Mr. Montier is the author of several … Continue reading →

Yesterday I did my bi-weekly spot with Kerry Lutz out of Greenwich. You can listen to the audio here.

Lakshman Acuthan, Economic Cycle Research Institute, says a recession could begin by the middle of 2012. “It takes six months after a recession begins for people even to recognize [it],” he tells “Squawk Box.”  Here is a direct link. This … Continue reading →