Credit Writedowns » Richard Bernstein

[Premium] More on my prediction of margin compression in the US and how Apple fits in

Edward Harrison — Wed, 21 Mar 2012 13:15:10 +0000

This weekly newsletter is a gold-level post and follows up on my prediction early last month about 2012 being a period of margin compression in US companies, threatening the rally in stocks and mandating a rotation in investment style or sector weighting

Credit Writedowns Pro is live. Sign up today for premium content.
[Premium] More on my prediction of margin compression in the US and how Apple fits in originally appeared on Credit Writedowns

Links: RSS - Daily - Weekly - Twitter - Facebook - Contact
Credit Writedowns Feed # abf0d081857b85fe6be494728740a4f1

Related Posts

[Premium]: 2012 an inflection point toward S&P500 margin compression 6 Feb 2012
Letterman’s Top Ten Apple Excuses for Tracking You 27 Apr 2011
Apple Closes Over $400 16 Sep 2011

Bullish on stocks and America: Richard Bernstein’s Eleven Predictions for 2011

Edward Harrison — Thu, 09 Dec 2010 19:35:24 +0000

This one from the Former Merrill Lynch Chief Investment Strategist Bernstein seems to be making the rounds. Hat tip Barry Ritholtz. Here’s where I first noted that Richard Bernstein had turned bullish: Bernstein added that one wants to load up on risk now if one believes in the recovery. Junky names are the best as

Credit Writedowns Pro is live. Sign up today for premium content.
Bullish on stocks and America: Richard Bernstein’s Eleven Predictions for 2011 originally appeared on Credit Writedowns

Links: RSS - Daily - Weekly - Twitter - Facebook - Contact
Credit Writedowns Feed # abf0d081857b85fe6be494728740a4f1

Related Posts

Whitney Tilson: "A pullback of some sort is likely" 10 Nov 2009
Bernstein: America “practically invites another catastrophe” 7 Sep 2009
Richard Bernstein: Once a huge market bear, now a bull 25 Oct 2009

Richard Bernstein: Ten predictions for 2010

Edward Harrison — Fri, 18 Dec 2009 02:09:04 +0000

So, it’s that time of year again when people make their year-end predictions. I’ll be running my own and critiquing my performance from last year. Here are former bear now bull Richard Bernstein’s ten predictions for 2010. There is a clip at the bottom from CNBC as well. Before you pillory Bernstein for going from

Credit Writedowns Pro is live. Sign up today for premium content.
Richard Bernstein: Ten predictions for 2010 originally appeared on Credit Writedowns

Links: RSS - Daily - Weekly - Twitter - Facebook - Contact
Credit Writedowns Feed # abf0d081857b85fe6be494728740a4f1

Related Posts

Richard Bernstein: Once a huge market bear, now a bull 25 Oct 2009
David Rosenberg and Richard Bernstein to leave BOA 24 Mar 2009
Bernstein: America “practically invites another catastrophe” 7 Sep 2009

Whitney Tilson: "A pullback of some sort is likely"

Edward Harrison — Wed, 11 Nov 2009 00:22:40 +0000

Tilson is saying what I have been saying, namely that March saw an increased number of attractive buys, but most of these are now fully priced. As a result, he is selling equities – even building up his net short positions. Unlike bear turned bull Richard Bernstein, Tilson says that after a huge 60%+ run

Credit Writedowns Pro is live. Sign up today for premium content.
Whitney Tilson: "A pullback of some sort is likely" originally appeared on Credit Writedowns

Links: RSS - Daily - Weekly - Twitter - Facebook - Contact
Credit Writedowns Feed # abf0d081857b85fe6be494728740a4f1

Related Posts

Whitney Tilson of T2 Partners, a new media darling, strikes a bullish tone 26 May 2009

Wood warns of correction, says “key variable in the West is government policy”

Edward Harrison — Tue, 03 Nov 2009 13:50:55 +0000

Christopher Wood, the well-noted market strategist at CLSA and writer of the classic Japan crash warning book “The Bubble Economy,” is now warning of a market correction in the West. According to CNBC India, Wood believes that the markets’ extreme upward move is increasing the chances of a major correction. Wood is still cautious. He

Credit Writedowns Pro is live. Sign up today for premium content.
Wood warns of correction, says “key variable in the West is government policy” originally appeared on Credit Writedowns

Links: RSS - Daily - Weekly - Twitter - Facebook - Contact
Credit Writedowns Feed # abf0d081857b85fe6be494728740a4f1

Related Posts

Richard Bernstein: Once a huge market bear, now a bull 25 Oct 2009
Bernstein: What kind of recovery are we going to get? 6 May 2009
Bernstein: America is turning Japanese 24 Mar 2009

Richard Bernstein: Once a huge market bear, now a bull

Edward Harrison — Sun, 25 Oct 2009 10:00:00 +0000

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 almost V-shaped optimism. What is remarkable about the

Credit Writedowns Pro is live. Sign up today for premium content.
Richard Bernstein: Once a huge market bear, now a bull originally appeared on Credit Writedowns

Links: RSS - Daily - Weekly - Twitter - Facebook - Contact
Credit Writedowns Feed # abf0d081857b85fe6be494728740a4f1

Related Posts

Bernstein: What kind of recovery are we going to get? 6 May 2009
David Rosenberg and Richard Bernstein to leave BOA 24 Mar 2009
Bernstein: America is turning Japanese 24 Mar 2009

Bill Gross: Sell equities and buy Treasuries

Edward Harrison — Mon, 21 Sep 2009 14:56:15 +0000

Bill Gross is a bond man. In fact, he is often called the “Bond King” because Pimco, the organization where he is founder and Co-Chief Investment Officer, is the largest bond fund in the world. In Bondland, what Gross says has a lot of weight. And Gross has been talking about a “new normal” of

Credit Writedowns Pro is live. Sign up today for premium content.
Bill Gross: Sell equities and buy Treasuries originally appeared on Credit Writedowns

Links: RSS - Daily - Weekly - Twitter - Facebook - Contact
Credit Writedowns Feed # abf0d081857b85fe6be494728740a4f1

Related Posts

Bill Gross: the new normal means investors should shun risk 1 Jul 2009
Sell equities 17 Sep 2009
Bill Gross: “Stop the decline in asset prices” 29 Jan 2009

Bernstein: America “practically invites another catastrophe”

Edward Harrison — Tue, 08 Sep 2009 02:56:52 +0000

With the Lehman meltdown hitting its one-year anniversary soon, a lot of media outlets are looking back at the events that surrounded Lehman’s collapse. Bloomberg has a good article out that is a must-read piece. For me, the money quote of the article comes via Rich Bernstein. One year later, policymakers haven’t learned the lesson

Credit Writedowns Pro is live. Sign up today for premium content.
Bernstein: America “practically invites another catastrophe” originally appeared on Credit Writedowns

Links: RSS - Daily - Weekly - Twitter - Facebook - Contact
Credit Writedowns Feed # abf0d081857b85fe6be494728740a4f1

Related Posts

Bernstein: America is turning Japanese 24 Mar 2009
Bernstein: What kind of recovery are we going to get? 6 May 2009
David Rosenberg and Richard Bernstein to leave BOA 24 Mar 2009

Jeremy Grantham: Overheating in China, speculative rallies and fair value

Edward Harrison — Mon, 27 Jul 2009 17:12:35 +0000

Jeremy Grantham is out again with a very important investment strategy piece entitled “Boring Fair Price!” He leads off by talking about how markets went from extremely overvalued a year ago to cheap back to a state which he considers fair value. But, he sees the recent rally as a speculative rally which is a

Credit Writedowns Pro is live. Sign up today for premium content.
Jeremy Grantham: Overheating in China, speculative rallies and fair value originally appeared on Credit Writedowns

Links: RSS - Daily - Weekly - Twitter - Facebook - Contact
Credit Writedowns Feed # abf0d081857b85fe6be494728740a4f1

Related Posts

Jeremy Grantham: “Keep telling yourself… you’re a long-term investor” 10 Oct 2008
China can handle collapse of speculative inflows 23 Dec 2008
More bullishness from Jeremy Grantham 10 Mar 2009

News from around the web: 2009-07-21

Edward Harrison — Tue, 21 Jul 2009 04:03:00 +0000

No Longer Alone, Ron Paul Fights the Fed – Real Time Economics – WSJ Paul’s bill to audit Fed has 274 co-sponsors. Some bailout firms up lobbying spending in 2Q – Yahoo! Finance Increased lobbying plus climb in shares equals no reform. Notes on a real estate trip in China – Michael Pettis Bubble in

Credit Writedowns Pro is live. Sign up today for premium content.
News from around the web: 2009-07-21 originally appeared on Credit Writedowns

Links: RSS - Daily - Weekly - Twitter - Facebook - Contact
Credit Writedowns Feed # abf0d081857b85fe6be494728740a4f1

Related Posts No related posts.