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[Premium] Marc Faber on Euro zone breakup and US and European equities

Edward Harrison — Thu, 10 May 2012 16:51:04 +0000

Marc Faber, publisher of the Gloom, Boom & Doom report, spoke with Bloomberg TV's Betty Liu. The overall gist of his commentary was that a euro zone breakup would be beneficial and that he believes European peripheral equities are oversold. Take a look

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[Premium] Is Apple worth it?

Edward Harrison — Mon, 23 Apr 2012 20:41:04 +0000

There has been a lot of chatter about Apple recently because of the monster move it has sustained in the first four months of the year. Bloomberg reports that Apple gained more than $250 billion in market share in just four months to April 9. That's more than IBM’s current value. Other impressive figures are being bandied about like: Apple is worth more than the entire retail sector combined, Apple is worth more than Microsoft, Google, Nokia, and RIMM combined, etc. But soon, growth will be all about the emerging economies

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Grantham: Missing a bull market is a dismissible offense

Edward Harrison — Thu, 19 Apr 2012 20:00:10 +0000

Jeremy Grantham: "The central truth of the investment business is that investment behavior is driven by career risk. In the professional investment business we are all agents, managing other peoples’ money. The prime directive, as Keynes knew so well, is ﬁrst and last to keep your job. To do this, he explained that you must never, ever be wrong on your own. "

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Kashkari: PIMCO doesn’t expect margin pressure

Edward Harrison — Fri, 13 Apr 2012 11:57:32 +0000

I thought I should present the somewhat bullish view of the margin issue we have been discussing here. PIMCO's Neel Kashkaari is out with a note that underscores what the bulls are thinking about the issue

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Chart of the Day: Earnings Growth

Edward Harrison — Tue, 10 Apr 2012 00:46:21 +0000

This chart from the Wall Street Journal explains visually what worries me about the supercharged run up in the S&P500. While the index is increasing, earnings growth is not

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[Premium] Daily Commentary: Sell in May and Go Away

Edward Harrison — Fri, 06 Apr 2012 03:00:54 +0000

I continue to believe that US share prices are based on a benign if not an optimistic view of the macro environment. If we see anything less, I believe US shares will be the ones to pull back most as opposed to European ones

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Faber: Japanese stocks will outperform as US margins deteriorate

Edward Harrison — Mon, 02 Apr 2012 20:36:06 +0000

Here's the latest from Bloomberg Television, Marc Faber, the publisher of the Gloom, Boom and Doom Report, thinks that Japanese equities are going to outperform this year. Why? For the same reasons I have been saying that a more defensive posture is warranted: "earnings may begin to disappoint" and "corporate profit margins could deteriorate."

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Fixation with QE3 Tells You The Market Sweet Spot Is Ending

Comstock Partners — Fri, 30 Mar 2012 11:57:33 +0000

A growing number of indicators suggest that the market is running out of steam. Equities have been in a temporary sweet spot where investors have been factoring in a self-sustaining U.S. economic recovery while also anticipating the imminent institution of QE3. This is a contradiction. If the economy were indeed as strong as they say, we wouldn't need QE3. The fact that market observers eagerly look forward toward the possibility of QE3 is itself an indication that the economy is weaker than they think. We can have one or the other, but we can't have both

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Global economic themes

Guest Author — Tue, 27 Mar 2012 16:52:32 +0000

Warren Mosler presents some macro economic themes that will have implications for the investing and business climate

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[Premium] Hussman also jumps on the profit mean reversion bandwagon

Edward Harrison — Tue, 27 Mar 2012 01:30:45 +0000

John Hussman just came out with a note that also warns about reversion to the mean in profit margins. Here I have some comments on how these trends play out in earnings and the stock market

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