equities – Page 22 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

Faber: Japanese stocks will outperform as US margins deteriorate

Fixation with QE3 Tells You The Market Sweet Spot Is Ending

Global economic themes

Hussman also jumps on the profit mean reversion bandwagon

More on my prediction of margin compression in the US and how Apple fits in

Daily Commentary: The macro surprise index is mean-reverting

What were big-time pundits saying just as stocks were bottoming in March 2009?

Investment implications of jobs report and 227,000 nonfarm payrolls, 8.3% unemployment

Leveraged Populists

Dow Transports lagging is a warning sign