Investors Most Bullish on Stocks In 3 1/2 Years
International investors are the most bullish on stocks in at least 3 1/2 years, with close to two- thirds planning to raise their holdings of...
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Read of the Day: 5 Lessons From Buffett & Munger
Good post here from Market Folly on some lessons from Warren Buffett and Charlie Munger. The lessons don’t include Buffett’s main two lessons (don’t...
Caterpillar Learns The Perils Of Investing In Chinese Companies
Friday after the close, Caterpillar Inc. (NYSE:CAT) announced that as a result of accounting misconduct at the Zhengzhou Siwei Mechanical & Electrical Manufacturing Co., Ltd. (“Siwei”)...
LongShort with the Big Steel Rail
Certainly there exist any number of indexes that purport to be the ‘official’ read on transport stocks, and hard core enthusiasts can even construct one...
Why Hasn’t the Housing Recovery Helped the Economic Recovery?
Most people are convinced that the housing crash contributed to the recession, even though the facts suggest otherwise. Now people are convinced that the housing...
The Continual Failure to Understand the Balance Sheet Recession
Ezra Klein and Bill McBride are excited that the government is reducing spending in the next years because he says it’s “real progress on the...
Intrinsic Value of S&P 500 Using Inflation And GDP Growth
My interpretation is that it is true value investors, i.e. Warren Buffett, Seth Klarman, Chris Davis, Marty Whitman and select other known value investors who...
Will the 2013 Fed be Any Smarter than the 2007 Fed?
Interestingly, the asset side of the Federal Reserve’s balance sheet reached the $3 trillion last week on the day before the release of the 2007...
Market Turning Points Coming Soon …
Over the last couple of weeks there hasn’t been a lot of action in the markets. We continue to see very tight trading ranges that...
LA Area Port Traffic: Little Impact From Strike in December
Note: Clerical workers at the ports of Long Beach and Los Angeles went on strike starting Nov 27th and ending Dec 5th. The strike impacted...