equities

Here is a good segment I did this past Friday on BNN founding anchor Howard Green's "Headline" show. The other guest was Philip Coggan, capital markets editor at the Economist in London. Here's what we had to say. Record low…

Over the past few days, I have heard from a number of stock market analysts say that this past September's rally in the S&P500 was the best performance since at least 1939. That's 71 years! This afternoon, I heard an analyst describing…

This an excerpt from yesterday's daily commentary from David Rosenberg. Two things happened on Friday: First, a very successful hedge fund manager was on CNBC and (between songs, apparently) told viewers that the equity market now…

by Comstock Partners For some strange reason a number of economists and strategists seen on TV and quoted in the press maintain that the exceedingly weak recovery we are now undergoing is really a "normal" or "average"…

The following is an excerpt of David Rosenberg's Monday Breakfast with Dave missive. INVESTMENT STRATEGY IN A DEFLATIONARY ENVIRONMENT Focus on safe yield: High-quality corporates (non-cyclical, high cash reserves, minimal refinancing…

Asian equities have been a market darling this year, but the pace of inflows have increased in recent weeks. At around $534 mln, foreign inflows into Indonesia this month after nearly a quarter of the entire year's.   The $222…

by Gary Shilling Investor attitudes have reversed abruptly in recent months. As late as last March, most translated the year-long robust rise in stocks, foreign currencies, commodities and the weakness in Treasury bonds that had commenced…

This chart comes via David Rosenberg at Gluskin Sheff. Rosenberg tops it off with this commentary: While we are “underweight” equities as an asset class, we aren’t exactly zero-weight. There are always things to buy and S.I.R.P. does…

by John Lounsbury David Rosenberg, chief economist at Toronto's Gluskin Sheff, is continually publishing interesting graphs. Below one from today's newsletter which shows the relationship between 12-month forward earnings estimates for the…

John Hussman is not buying the recent risk-on sentiment that has developed since September began. For example, retail sales numbers are to be released tomorrow.  Marc Chandler has said that a number above consensus estimates of 0.3%…