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Markets
Mauboussin on Equities And Retirement Investment Strategy
Here's a video with Michael Mauboussin talking about his recent piece for Legg Mason called "Untangling Skill And Luck." Here, he talks about trying to resist the classic temptation to be a closet momentum investor who runs and…
Is Now a Good Time to Buy Gold?
By Jeff Clark, Senior Editor, Casey’s Gold & Resource Report While we’re convinced gold and gold stocks are destined for much higher levels, buying when prices are low can mean the difference between a double or triple and a…
Euro Weakens As More Stress Test Leaks Are Disappointing
From the BBH Currency Strategy Team Highlights US dollar is softer on the day vs. the majors, gaining only against EUR and SEK as markets search for direction ahead of Friday’s stress test results. The euro is trading softly after…
Market Preview: Treasuries as Safe Haven; Dollar and Equities Mixed
This comes via the BBH Currency Strategy Team. Highlights US dollar is mixed on the day vs. the majors, as markets search for direction ahead of Friday’s stress test results being released. The euro made a marginal new high for the…
John Hussman on Taxes and Tobin’s Q-Ratio
John Hussman is out with his latest weekly commentary. He continues to make good points about the market's overvaluation despite the forward earnings crowd's cries that P/E ratios (see Hussman: US shares are 40% overvalued). While Comstock…
German Institution Said To Fail Stress Test
Marc Chandler is on holiday. This post comes via Win Thin, senior currency strategist at BBH. Newswires are reporting that a big German institution failed the bank stress tests. The fact that this institution had already been taken…
Is the euro on shaky ground?
Adam Hewison at INO does a little technical analysis of the EUR/USD trends in a video at INO MarketClub. I have linked to the video below, but first a few words. Back in May, I wrote: while there is currency revulsion now at work and…
Morning Market Preview: Irish Bonds Cut By Moody’s, Problems in Hungary
From Brown Brothers Harriman's Currency Strategy Team Highlights US dollar is mostly firmer on the day vs. the majors as risk off trading seems to be on the upswing, losing ground only to CAD and EUR. The euro made another attempt…
Dollar Mixed, But Underbelly Soft; Global Equities Directionless
Highlights The US dollar continues to trade heavily against the euro and yen, but it is consolidating against the other major currencies. Poor US economic data and more benign news streams from Europe continues to fuel the…
Valuations
The latest weekly commentary by Comstock Partners. We stated in the 4th of July holiday comment that we would discuss valuations in the "special report" we wrote last week. As it turned out the "special report" got…