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 …
Read the full story »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.
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.
While progress is being made in leaving behind the worst residential real estate bear market in 68 years, this improvement is moving at a glacial pace.
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 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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