Perma Bear Steve Leuthold growing horns
Drizzt here. Looks like more bears are thinking we are somewhere closer to the end of the tunnel than away from it.
STEVE LEUTHOLD HAS SEEN A THING OR TWO in his nearly five decades in the investment business, from the roaring bull market of the 1960s to the current liquidity crisis. As chairman and chief […]
Global REIT Boom Ends here?
Readers of my previous article would know that i think there are certainly some bargains on the REIT front. In this article, Eric Roseman summarizes what happened, why REITs got hammered and whether there are opportunities out there.
One of the biggest casualties of the global financial crisis is the big bust now underway in REITs, […]
Congress votes no to bailout: The mother of all market falls?
Just how big is this 8% plus plus fall rank since 1929? Big. We have our greatest one day fall since the Black Monday!
I hope everyone is prudent and controlled with their addition to their portfolio. The VIX index, which measures volatility have risen to 47. That surpassed many of the volatility spikes seen in […]
C&G Industrial Holdings:Cash more than Share Price?
The latest quarterly report wasn’t very favorable to C&G Industrial Holdings, but are investors in C&G smart to dump it or are we sensing something amiss?
Here are some key notes from the quarterly repot:
Revenue fell by 7.2% compared to previous period in 2007
Sales were affected due to snow storm in early 2008
Normal yarn products with […]
The Elusive Bottom
Conference Call Notes
14 August 2008
David A. Rosenberg
We aren’t past the halfway point of this recession
My sense is that we probably aren’t even past the halfway point yet of this recession, the credit losses or the house price deflation. Looking at whether equities may have bottomed or not on an intermediate basis, maybe the recent action […]
Richard Russell On The Market
August 11, 2008 – “A rough measure of broad money in the world’s 20 largest economies is growing at near 20%, year-over-year, in dollar terms” (from Grant’s Intereazst Rate Observer,August 8).
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It’s OK to be confused. It happens to me all the time. I receive about 20 advisory reports ever week, and in my 50 […]
What’s Wrong With Gold Stocks?
Earlier this year (”Gold Stocks Pay Off“), it seemed like the stars had lined up for gold stock investors. Gold equities looked cheap relative to bullion in mid-March, at least on the basis of the GLD/GDX ratio. The ratio, representing the price multiple of the SPDR Gold Shares Trust (NYSE: GLD) over the Market Vectors […]
David Dreman:Bear Market Opportunities
These aren’t happy times, but they’re historic ones. The Dow Jones industrial average suffered its worst June since the Great Depression. In July it crossed the threshold into a bear market, dropping 22% from its October 2007 high.
The liquidity crisis continues to unfold, proving far worse than even the most pessimistic Wall Streeters expected. Several […]
Richard Russell’s Wisdom: Rich Man Poor Man
Richard Russell has been writing and publishing the Dow Theory Letters since 1958, and never has he missed an issue! It is the longest newsletter service continuously published by one person in the investment business. Richard is now 80 years old, and writes an extremely popular daily e-letter, full of commentary on the markets and […]
