Deflation Arrives in the UK but “Avoided” in US?
September 9, 2009 – 1:05 pm | No Comment

Two contrasting statements are hitting the front pages today.  On one side of the Atlantic, deflation has arrived in the U.K. High Streets. A report from British Retail Consortium (BRC)-Nielsen Shop Price Index shows that …

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Kindergarten Double Dip Recession Economics – The Market Oracle
July 29, 2010 – 1:00 am | No Comment

Kindergarten Double Dip Recession EconomicsThe Market OracleThe May mark was the lowest dating back to 2001, an indisputable signal of resumption to the housing sector bear market. Home loan refinance demand also …
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SocGen’s Albert Edwards: By The Way, The US Is Still Japan All Over Again
July 28, 2010 – 1:00 am | No Comment

FT Alphaville has the lates t from SocGen uber-bear Albert Edwards. I have for a very long time likened events now unfolding with what we saw in Japan a decade ago.

If The US Is Japan, Then You Must Watch The Leading Indicators
July 28, 2010 – 1:00 am | No Comment

Let’s follow up a little bit on the note earlier from SocGen’s Albert Edwards, who is still predicting that the US will go the path of Japan.

Mason Hawkins: Equities offer a superior opportunity compared to fixed income. – GuruFocus.com
July 27, 2010 – 1:00 am | No Comment

Mason Hawkins: Equities offer a superior opportunity compared to fixed income.GuruFocus.comThe following table compares corporate earnings yields to bond yields at bear market lows since 1932. When stocks have been at their lowest levels, …
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Boost for Indonesian gold story – The Australian
July 27, 2010 – 1:00 am | No Comment

Boost for Indonesian gold storyThe AustralianAN interesting piece in London’s The Daily Telegraph predicts the end of the three-year uranium bear market (another point that has also featured in recent …
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