June 2012

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Thumbnail image for European Summit Agreement Gets Stocks Moving

Germany relented from their hard line stance agreeing with the plan to allow the European Financial Stability Facility (EFSF) to get bailout funds to banks; mainly Spain. Italy’s prime minister Mario Monti (photo left), while claiming to put pressure at the negotiating table of the European Summit, implied Italian banks ...

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Thumbnail image for Stephen Roach Explains the European Ponzi Scheme

Bloomberg’s Tom Keene interviewed Stephen Roach, professor at Yale University and former non-executive chairman for Morgan Stanley in Asia, regarding his sharp criticism of central banks. Roach talked about a convergence bubble. If you were Spain, Greece, Italy, or Portugal, you didn’t have to focus on the fundamentals of your ...

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Thumbnail image for David Rosenberg: European Crisis at Existential Moment

Bloomberg’s Tom Keene and crew interviewed David Rosenberg, chief economist and strategist at Gluskin Sheff, to get his views on the economy and markets. Rosenberg gained notoriety for his bearish forecasts on the economy before the 2008-2009 economic crisis. Rosenberg said the risk of going into recession is growing because ...

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Thumbnail image for George Soros: Europe in Danger of Evolving into German Empire

George Soros made news yesterday proclaiming the EU has three days left and warning the summit this week could turn into a “fiasco.” Talking about the prospect of a German empire and a permanently depressed periphery, Soros raised the shackles of many an investor in a 43 minute interview on ...

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Thumbnail image for Charles Nenner: Don’t Own Any Stocks Because They are Too Dangerous

Jeff Macke interviewed Charles Nenner, head of the Charles Nenner Research Center, on Yahoo’s Breakout to get his views on the major markets. Nenner said he expects the S&P 500 to hit a cycle low next week, after which we could see a bounce again. Nenner wanted to explain two ...

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Thumbnail image for Chinese Economic Data is Questionable and Disconcerting to Investors

Questions have arisen regarding the economic data being released by Chinese officials. If Chinese economic data has been doctored, the three-year bull market in equities could be in peril. According to a report by Keith Bradsher of The Times of India, local and provincial officials in China have an incentive ...

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Thumbnail image for Harry Dent: Get Out of the Stock Market Now!

It’s coming apart according to Harry Dent, founder of economic research and forecasting company HS Dent.  His “calculated guesses” say it’s now time to get out of stocks.  Dent lays out a convincing case that things are about to fall apart in the video from June 19th below.  He sees ...

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Thumbnail image for John Rogers on the Pricing Power of Sports in the TiVo Age

John Rogers, founder of Ariel Investments and manager of the Ariel and Ariel Appreciation funds, was interviewed by Morningstar analyst Christopher Davis regarding opportunities he’s finding in the stock market. Rogers revealed he has a passion for sports and his past experience includes being a vendor at Wrigley field and ...

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Thumbnail image for FPA Crescent’s Steven Romick on Finding Value in the Stock Market

Searching for value in the stock market is one of the ways First Pacific Advisors (FPA) puts investors first and CNBC interviewed Steven Romick to get his latest ideas.  Romick runs the FPA Crescent fund, a Morningstar five star and gold rated fund.  Robert Rodriguez is the CEO of FPA ...

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Investors seem to be wising up in their choice of funds to invest in. Index Universe revealed fund flows in 2011 were heavily skewed towards Exchange Traded Funds (ETFs) versus traditional higher cost mutual funds as twice as many investor dollars flowed their way ($119 billion vs. $59 billion). However, ...

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