All posts tagged "japan"

  • China Still Has Lots of Stimulus in the Pipeline

    This according to The Pragmatic Capitalist, who figures that China’s stimulus spending in 2010 will be 40% higher than this year. Nomura Securities provided the details cited by TPC. Last month, Societe Generale (SocGen) analysts speculated that...

    • Posted October 21, 2009
    • 0
  • Julian Robertson, "We are totally dependent on the Chinese and Japanese"

    “Investment Legend” Julian Robertson was interviewed by CNBC’s Erin Burnett and indicated he was worried about the situation the U. S. has gotten itself into with regard to debt and overconsumption. He said it would almost be...

    • Posted September 25, 2009
    • 0
  • Demographic Favorites Surprise

    Trader’s Narrative has posted an interesting article on the effects of demographics on the stock market. A look at a chart indicates a definite correlation. Ajay Kapur of Mirae Asset coined the “Demi-Ashton” ratio based on the...

    • Posted September 16, 2009
    • 0
  • Steve Forbes Interviews Jean-Marie Eveillard

    Steve Forbes recently conducted a lengthy interview with experienced and successful value manager Jean-Marie Eveillard. Eveillard goes into great depth explaining the history of value investing and some of the pitfalls. He also comments on the Federal...

    • Posted September 15, 2009
    • 0
  • Jean-Marie Eveillard Sees Opportunities for Investment in Japan

    Liz Claman recently interviewed “market legend” Jean-Marie Eveillard, First Eagle Funds Senior Advisor, about his thoughts on the current investment landscape. Eveillard was able to side-step many of the landmines over the past decade and outperform the...

    • Posted August 17, 2009
    • 0
  • Joseph Stiglitz: Burst Credit Bubble Risks Economic Malaise

    Economist Joseph Stiglitz says the U. S. economy is likely to experience false starts on the road to recovery and end up like Japan in the 1990’s or the world in the 1930’s. Stiglitz has criticized the...

    • Posted August 5, 2009
    • 0
  • Jean-Marie Eveillard, "you want to own a combination of common stocks and gold"

    Jean-Marie Eveillard, Senior Advisor, First Eagle Funds, has been around a long time and was a frequent guest on Louis Rukeyser’s Wall Street Week. Eveillard has an enviable long-term track record as a value oriented manager. He...

    • Posted July 12, 2009
    • 0
  • Japan 1991 Comparable to U.S./World 2009

    Contrahour has posted a couple of charts showing a comparison of the Nikkei post-Japan real estate bubble pop and the NASDAQ post-worldwide mega real estate bubble implosion. There are similarities up to this point in that Japan...

    • Posted June 20, 2009
    • 0
  • Marc Faber, "by trashing cash the Fed has made stocks look relatively more attractive"

    Marc Faber was recently quoted, “The markets that have the highest probability of having made major longer-term lows are resource-related equities, emerging markets, and Japan.” Faber explained, “At least in nominal terms, the global printing presses being...

    • Posted May 4, 2009
    • 0
  • Gary Shilling Predicts the Consumer Savings Rate Will Grow Substantially Over the Next 10 Years

    Gary Shilling said countries that rely on U. S. consumer spending such as China and Japan will be hurt by the new frugality. Shilling also feels that the financial gimicry that has marked the last 15 years...

    • Posted April 15, 2009
    • 0