Jack Hough recently wrote an “Ahead of the Crowd” article for Barron’s on finding value in the stock market. The author cited a Merrill Lynch study that looked at core fundamental data dating back 25 years ‚ÄĒ data like book value, cash flow and earnings — to determine overpriced and under-priced sectors.
My first reaction to [...] [...more]
It’s one thing to claim¬†that the stock market is pricing in Armageddon… that emotionality is trumping¬†rationality. It’s another thing to dismiss investor fears as silly or absurd.
Along these lines, the researchers at Bespoke published a fascinating table of “technically oversold” ETFs. In Analystville,¬†one may regard an ETF as oversold when its current price is more [...] [...more]
The first rumblings of protest in Egypt actually hit international newswires on Wednesday, 1/26.¬†However, world markets didn’t seem to care until Friday, 1/28… on the third day of street riots. And even as the crisis seemed to intensify over the weekend , stocks and commodities continued their march higher on Monday, 1/31.
For some, then, what [...] [...more]
For the better part of 2010, most economists¬†had suggested that global GDP would¬†decelerate into 2011. Over the last 3 months, however,¬†worldwide forecasts¬†have been revised; many now believe that developed economies like the U.S. and Germany are accelerating,¬†while scores of emerging countries will continue to grow in the 6%-8% range.
With more economic expansion, particularly in the [...] [...more]