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All posts tagged "gdp"

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  Alan Greenspan: Stock Prices are a Major Factor in Economic Activity

  Alan Greenspan was on CNBC with Maria Bartiromo yesterday commenting on the odds of the sequestration, or automatic government spending cuts, occurring in a couple of weeks (March 1st deadline), and what effect it would have on...

  • Posted February 16, 2013
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  Nouriel Roubini: Housing Recovery is Overhyped

  Speaking on Bloomberg Surveillance, Nouriel Roubini, chairman of Roubini Global Economics, said he believes there is a recovery in the housing market. However, he feels the popular optimistic view on housing will be proven wrong in 2013....

  • Posted December 15, 2012
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  Poland’s Stock Market is Temptingly Cheap

  Trading at bargain PE of less than 7, with yields averaging over 5%, Poland’s stock market has caught the eye of value investors. Jack Hough at SmartMoney says Poland’s discount to other European equities is partly attributable...

  • Posted June 7, 2012
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  Allen Sinai: Economy is Stronger Than the Fed Thinks

  Allen Sinai was interviewed by Bloomberg’s Mark Crumpton and Michael McKee regarding the Fed’s March 13th meeting and comments which were released a couple of days ago.   Sinai is the chief global economist at Decision Economics Incorporated. Sinai...

  • Posted April 5, 2012
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  Lakshman Achuthan Sticks to ECRI’s Recession Call

  Bloomberg’s Tom Keene interviewed Lakshman Achuthan, co-founder of the Economic Cycle Research Institute (ECRI), this week. Achuthan predicted a recession earlier in the year (link). Keene asked Achuthan was happened to the recession call he made back...

  • Posted December 9, 2011
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  Byron Wien, “The Economy is Better Than the Numbers Show”

  Byron Wien was interviewed by Larry Kudlow this week. He said real GDP numbers of 1% don’t make sense and real business is doing better than that. Wien added, “if earnings come through anywhere near what the...

  • Posted September 1, 2011
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  Big Stock Market Drop Doesn’t Normally Mean Recession

  The Economist has produced an interesting graph showing that since 1951 stock market drops (they call it crash) of 5.5% or greater have only resulted in a recession one out of 10 times. It appears the odds...

  • Posted August 16, 2011
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• Emerging Markets Relatively Cheap and Austere

  Prieur du Plessis, at Minyanville, contrasts the public debt/GDP ratios of supposedly mature (or developed) and several large emerging markets countries. The emerging markets appear to be more “mature” given the fact that they’ve kept a lid...

  • Posted July 20, 2010
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• Warren Buffett Would Rather Own Stocks Than Bonds

  Warren Buffett, in an interview regarding his new cartoon character, said he would much rather own stocks with the Dow at 9,000 than long bonds or a continuously rolling investment in short term instruments. He added that...

  • Posted July 26, 2009
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• David Rosenberg, "onus is now on the bears"

  David Rosenberg was on CNBC’s Fast Money yesterday and asked if the rally was justified and could continue. Rosenberg said we need to see a turnaround in 3rd quarter GDP data to justify this rally. He believes...

  • Posted June 2, 2009
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