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Buying Opportunity
Harvey Eisen Sees Long-Term Secular Shift Slowly Taking Shape
3/23/12

Saying that Harvey Eisen has seen it all, on Wall Street and in corporate America, makes it sound like he's older than Methuselah - which he (like me) manifestly is not. But the 1964 grad of the University of Missouri has secured front-row seats for himself, pretty much ever since, starting as a lowly financial analyst in the go-go era, morphing into a portfolio manager, founding the asset management division of Integrated Resources, then selling it to SunAmerica, which he ran until merging it with Primerica, where he ran investments, as he continued to do after it merged with Travelers. [More]
 

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guestperspectives
U.S. Economy
Does High U.S. Public Debt Lead To Weak Growth And Recession? No!
3/23/12 5:00 AM

By Frank Veneroso

Executive Summary

1)     We had a great financial crisis accompanied by the deepest economic contraction since before the Second World War. [More]
 

Not Necessarily
Does High Private Debt Lead To Weak Growth And Recession?
3/23/12 4:00 AM

By Frank Veneroso

Executive Summary

1)     The "crowd" did not see the Great Crisis coming because it was unconcerned about the buildup of private debt.  It knew nothing of Irving Fisher and the threat of debt deflation. [More]
 

Negative Surprises
The First Sign Of Weakness In Corporate America
3/23/12 3:00 AM

By Richard Bernstein

Our bullishness over the past several years regarding U.S. [More]
 

No Way Out
Take Your Seats For The Coming Japanese Inflation Crisis
3/23/12 2:00 AM

By Albert Edwards

A year or so ago we observed that the largest purchaser of JGBs - the Government Pension Investment Fund (GPIF) - was set to become a net seller of JGBs. [More]
 

The Big Decline
Volume Is Clouds and Wind Without Rain
3/23/12

By Tim Quast

There's a saying from the bible: "Like clouds and wind without rain is a man who boasts of a gift he does not give."

 

It made me think of volume. [More]
 

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talkback
acuteobservations
comicskews
Our World, Refracted For Grins
Apple History, Afghanistan, March Madness...
3/23/12

Apple History
© Cam Cardow, Ottawa Citizen. [More]
 

 
 


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