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- Richard Bernstein - Once a Bear, Now a Bull
- Edward Harrison submits: Richard Bernstein has done a huge reversal in the last few months from touting low-risk stocks to high-beta ones. He has gone from a preference for consumer staples to one for consumer cyclicals XLY. And he has gone from lugubrious doubter of a sustainable recovery to an...
- External links 2009-10-25
- On London's Record High House Prices
- Edward Harrison submits: Further proof that the reflationary efforts of policy makers is taking hold comes from London in the form of record high house prices. The Guardian reports: Property asking prices in London have broken through the record high set in November 2007 as...
- External links 2009-10-19
- Jeremy Grantham's Must Read Quarterly Letter
- Edward Harrison submits: Jeremy Grantham is out with his much anticipated Quarterly Letter and it’s a good one. “Just Desserts and Markets Being Silly Again” is a cutting, snarling, and sarcastic rejection of the prevailing V-shaped recovery bull market view. But Grantham is far from ultra-bearish, giving a more...
- External links 2009-10-26
- Why Spanish Economy Needs to Return to 2000 Wages and Prices
- Edward Harrison submits: When it comes to the housing meltdowns in the richest economies, the US has been matched only by Spain, Ireland and the UK. All four countries have seen spectacular losses of wealth in the housing sector over the last two years. The response by all...
- External links 2009-11-01
- GMAC Has Finally Been Nationalized
- Edward Harrison submits: And you thought the bailouts were over and market discipline might be restored. Not a chance – the bailouts will continue, come hell or high water. The latest demonstration of this is GMAC, where the government will now be majority owner. GMAC has officially been nationalized....
- External links 2009-10-30
- Sustainable Recovery with 530,000 Weekly Claims?
- Edward Harrison submits: That’s what we seem to be expecting based on the huge uptick in equities since March. While stock markets have long since moved it up a gear, the employment market is stuck in neutral. The latest seasonally-adjusted jobless claims numbers came in at 530,000. The widely-followed four...
- External links 2009-10-30
- Extend and Pretend: The Growing Divide Between Delinquencies and Foreclosures
- Edward Harrison submits: Annaly Capital Management’s blog has a good piece up on foreclosures, inspired by yesterday’s Case-Shiller data hat tip Scott. If you missed it, The S&P/Case-Shiller index showed a pretty steep 1.2% month-on-month increase in U.S. house prices in its latest figures (for August 2009). This is the...
- External links 2009-10-28
- Andy Xie Joins Roubini in Worrying About Incipient Asset Bubble
- Edward Harrison submits: Former Morgan Stanley economist Andy Xie joins other famed prognosticators like Nouriel Roubini in worrying about an incipient asset bubble. The Rosetta Stone Advisors board member sees the huge increase in money supply created by central banks as fuel to an asset bubble fire. He even goes...
- External links 2009-10-28
- Elizabeth Warren: 'Big Banks Always Get What They Want'
- Edward Harrison submits: Elizabeth Warren, chair of the Congressional Oversight Panel, certainly looks to be fighting the good fight. At the conclusion of the Buttonwood Gathering in New York on Fixing Finance, she met with Tech Ticker’s Aaron Task and gave him quite an ear full. Listen to...
- External links 2009-10-18
- Faber: Doom, Gloom or Boom? How About All Three.
- Edward Harrison submits: How about all three. Faber released another provocative newsletter this month that has a little grist for investor of all stripes. Boom. His short-term outlook is bullish because he believes money-printing will underpin the market even after the 60% increase in the S&P 500 from March 2009...
- External links 2009-09-22
- Too Much Risk in Equity Market
- Edward Harrison submits: Following up on my “Sell equities” post, I want to highlight a factoid from Friday’s David Rosenberg’s Breakfast with Dave distribution. Never before has the S&P 500 rallied 60% from a low in such a short time frame as six months. And never before have we seen...
- External links 2009-09-20
- It's Time to Sell Equities and Look to These 3 Areas
- Edward Harrison submits: In late August, I wrote a post called “Getting bearish again” in which I said that the bear market rally I had anticipated back in March was long in the tooth. At the time, I mentioned 1026 on the S&P 500 as a sell signal. ...
- External links 2009-09-18
- U.S. Dollar Carry Trade
- Edward Harrison submits: One other reason to sell the dollar is interest rates. Why not borrow in dollars where interest rates are low and invest elsewhere where yields are high? This is what is known as the carry trade. In the past decade, the Japanese yen...
- External links 2009-09-18
- Spare a Dollar? Why We Need a New Monetary System Now
- Edward Harrison submits: Earlier Wednesday I wrote a post featuring comments by Marc Faber as I like to do from time to time. In this particular case Dr. Faber was waxing prosaically about an eventual bankruptcy of the U.S. government. His money quote was: Next station is when...
- External links 2009-10-15
- Marc Faber: Dollar Weakness a Symptom of Inflation in the System
- Edward Harrison submits: Below are two videos from Marc Faber’s recent interview on Asia Confidential. In it, he takes questions from user emails in regards to the U.S. dollar, economic decline in the U.S. and gold as an investment. He sees a need for the U.S. to borrow increasing...
- External links 2009-10-14
- Currencies Pegged to Dollar Under Pressure to Drop Peg
- Edward Harrison submits: There is an enormous dichotomy in foreign exchange markets that has wide-ranging implications for the global economy. In Europe, most currencies float freely against the U.S. dollar. In Asia and the Mideast, most do not. What this has meant in practice is two things....
- External links 2009-10-13
- Trade Flows in Flux: Is This Rebalancing?
- Edward Harrison submits: Paul Krugman has noticed that trade has absolutely collapsed with this economic downturn. It is worse than the Great Depression. Question: is this aiding global rebalancing? by Edward Harrison
- External links 2009-10-10
- Fed: Jawboning the Market?
- Edward Harrison submits: I tend to think so. Thursday, Ben Bernanke made what some media outlets are calling hawkish statements. This, combined with heavy currency intervention by Asian central banks, helped to strengthen the U.S. dollar. However one must ask if there is anything fundamental about these moves. Just...
- External links 2009-10-10
- Reserve Bank of Australia Raises Rates - Will Others Follow?
- Edward Harrison submits: The Reserve Bank of Australia unexpectedly raised rates by 25 basis points to cool down its economy. It will “gradually reduce stimulus” in anticipation of sustained recovery. Australia has probably been the major economy least affected by the global economic slowdown, so one would expect the RBA...
- External links 2009-10-07
- Ivy Zelman: Home Prices Going Back Down
- Edward Harrison submits: The Mortgage Bankers Association is reporting that nearly one in ten households with mortgages are at least one payment behind. That is a record, my friends. And it certainly means we cannot believe house prices have permanently stabilized. The New York Times says: by Edward Harrison
- External links 2009-11-20
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