MARKETS
On Predicting the FutureDavid Merkel - Thursday, January 19th, 2012
I’ve long admired ECRI for their timely and accurate forecasts, and their willingness to stick by their models when things don’t seem to be immediately going their way.
read more...Nolte Notes for the week of January 16, 2012Paul J. Nolte - Tuesday, January 17th, 2012
It is as though the US markets (and economy) are channeling some Joe Walsh: “everybody’s so different, I haven’t changed”.
read more...Too Many Par Claims versus Sub-Par AssetsDavid Merkel - Monday, January 16th, 2012
The world is a maze of debt. Debts layered on debts.
read more...Weighing the Week Ahead: Have big companies lost their earnings mojo?Jeff Miller - Monday, January 16th, 2012
Earnings season starts in earnest this week. There are a number of key questions
read more...My Bespoke Roundtable AnswersJeff Miller - Tuesday, January 10th, 2012
For the last few years I have participated in two different "year ahead" preview articles -- one for The Bespoke Investment Group and one for Seeking Alpha. These are both excellent resources -- each valuable because of the specific approach taken.
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