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Cory’s Chart Corner
Load MoreMany will focus the blame of market drawdowns on the tariffs and ignore the fact the SP500 (only a few weeks ago) was trading at 4 std devs above its historical mean…valuation also matters.
BREAKING: The European Union is preparing further counter measures against newly announced US tariffs of 20%, per CNBC.
Monthly Archives: October 2012
Harper government determined to sell off Canada behind closed doors
I have never been a fan of Stephen Harper. But recently his increasing focus on end-running democracy and selling out Canadian resources to the communist Chinese government without debate or due process, have truly … Continue reading
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Hard landing in mining and commodity prices
Good article from Andy Xie on our late great, commodity cycle that peaked in 2008 with the credit bubble and then experienced a temporary price revival on government stimulus efforts, especially in China, in 2008-09. I too have been warning … Continue reading
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2 Comments
El-Erian: “we may be looking at an equities bubble”
Mohamed El-Erian, CEO and co-chief investment officer at Pimco, discusses the risks of recession and the extreme disconnect between present market valuations and fundamental prospects: “markets have priced in not just an active Fed, but an effective Fed.” Here is … Continue reading
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