All posts tagged "deleveraging"

  • Larry Fink - Blackrock
    Larry Fink Sees the Dow at 30,000 Before 2020

    Blackrock’s Larry Fink was on CNBC yesterday with Andrew Ross Sorkin, Joe Kernen, and Becky Quick. Fink said the market was currently fairly valued with its PE of 15-16. Fink stated there was no question in his...

    • Posted May 30, 2013
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  • Harry Dent July 2012
    Harry Dent in Bull Versus Bear Debate With Seth Masters

    Ultra-bearish author and newsletter writer Harry Dent was on CNBC’s Closing Bell yesterday debating the future of the market with Seth Masters of Bernstein Global Wealth Management. Masters sees the Dow hitting 20,000 in several years, which seems...

    • Posted July 24, 2012
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  • Gary Shilling July 2012
    Historical Precedent Indicates We’re in a Recession: Gary Shilling

    Long-time market observer and author Gary Shilling was on Bloomberg commenting on Fed chairman Ben Bernanke’s recent testimony on the economy and problems he sees ahead. Shilling said he expects further weakness in employment as we are...

    • Posted July 19, 2012
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  • bear market
    Ned Davis Still in Secular Bear Camp

    Jeff Sommer, writing for The New York Times, opines about stocks and the economy, which he says are singing different tunes currently. The views of Ned Davis, founder of Ned Davis Research, figure prominently in the piece....

    • Posted April 23, 2012
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  • John Mauldin - Millennium Wave Investments
    John Mauldin: Will Take 4-5 Years to Get out of Debt Mess

    Lisa Murphy and Dominic Chu, hosts of Bloomberg Television’s “In the Loop,” interviewed financial author John Mauldin regarding his bleak view of Europe’s prospects. Thomas Brown, Bloomberg contributing editor, was also on hand touting the virtues of...

    • Posted December 24, 2011
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  • Nouriel Roubini and Gene Simmons
    Nouriel Roubini Tweets Recession Chance Now 40%

    Nouriel Roubini was on Twitter today and commented that the U. S. economy was transitioning from anemic recovery, to stall speed, to a risk of a double-dip recession increasing to close to 40%. Roubini added that private...

    • Posted August 2, 2011
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  • Does the Current Environment Favor Bonds Over Stocks?

    SurlyTrader attempts to answer this question. Right now, the IShares Investment Grade Corporate Bond ETF (LQD) earns an indicated yield of 5.05% with an average maturity of over 12 years. On the equity side, the WisdomTree Dividend...

    • Posted March 8, 2010
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  • John Hussman Predicts an 80% Chance of Second Market Collapse

    Henry Blodgett recently published an article regarding the views of John Hussman, considered by many to be a thoughtful and far-sighted money manager, but one who has largely missed the rebound since March. Hussman has recently written,...

    • Posted December 3, 2009
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  • David Rosenberg Provides a Counterpoint to James Grant’s New Bullishness

    David Rosenberg disagrees with James Grant’s surprising switch to bull and Grant’s recent article justifying his view. Basically (Extreme Readers Digest version): Any recovery in earnings has been well discounted far in advance of it actually occurring....

    • Posted September 29, 2009
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  • Speculation as to When Earnings Will Recover

    There has been quite a bit written about how bad earnings have been and how estimates have been slashed. Henry Blodgett writes about the view held by John Mauldin and others that an earnings recovery reaching the...

    • Posted April 15, 2009
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