GOLDMAN SACHS: THE S&P WILL END 2012 -4.2% LOWER THAN TODAY
David Kostin, chief U.S. equity strategist at Goldman Sachs has bucked the bullish trend in the first few months of the year after having been bullish for a long time. Kostin vocally called for...
View ArticleCredit Suisse: 6 Reasons to be Bullish
In the face of increasing uncertainty and economic weakness we can always count on one of the big banks to find the bullish case (via Business Insider): “We are positive on equities as: 1) economic...
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10 Questions (and Answers) for 2013
I’m doing a pre-emptive Q&A this week covering a macro view of 2013. I generally don’t believe in forecasting a full year out because I think it’s impossible, but that doesn’t mean we can’t...
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TRENDS IN HEDGE FUND EQUITY HOLDINGS
By Walter Kurtz, Sober Look Hedge funds have been known to move stock prices, sometimes dramatically raising volatility of specific shares. Here are two latest trends on hedge funds’ equity holdings...
View ArticleHUSSMAN: RECESSION RISK REMAINS HIGH
Talk about sticking to your guns here – John Hussman still believes the likelihood of recession is very high. It’s a call that he’s been making for a number of quarters now and was clearly influenced...
View ArticleGOLDMAN: SHORT U.S. TREASURIES…
They're 4% late to the party here, but Goldman is jumping on the bearish bonds bandwagon....probably earlier than most though
View ArticleWHY HIGH DIVIDEND STOCKS SHOULD CONTINUE TO OUTPERFORM
At times when faced with stressed financial conditions, it is helpful to look through history for periods that bear similarities to the current environment. Obviously no two periods are ever the same,...
View ArticleLOOKING FOR RETURNS IN THE ALTERNATIVE ENERGY SPACE
How does one make money on a portfolio of alternative energy companies? Here are a few possible ways such an investment could work:
View ArticleSTAY IN STOCKS OR “SELL IN MAY”?
"Sell in May and go away" is strategy that some investors and traders are likely contemplating right now. The adage is based on the historically weaker performance of stocks during the May through...
View ArticleIS THE COMMODITY SUPERCYCLE ENDING?
There has been a lot of debate about the end of the "Commodity Supercycle" in recent days. The subject came up along market speculations that a hard landing will take place in China, and that the...
View ArticleKEY TAKEAWAYS FROM THE GUNDLACH CONFERENCE CALL
Jeff Gundlach just wrapped up another conference call and he made some good (and bad) insights. Here are the key takeaways: He says Greece is likely to leave the Euro as the situation continues to...
View ArticleSOME NOT SO DEEP THOUGHTS….
Here we go again. It’s all about Europe. And now we’re all in wait and see mode on Greece and whether they’ll default and defect and possibly trigger the Lehman 2.0 scenario that so many have been...
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