investing

This one from the Former Merrill Lynch Chief Investment Strategist Bernstein seems to be making the rounds. Hat tip Barry Ritholtz. Here's where I first noted that Richard Bernstein had turned bullish: Bernstein added that one wants to…

by Lars Schall Folker Hellmeyer, chief analyst at Bremer Landesbank, gave an exclusive interview to chaostheorien.de. Yesterday we ran the first part of that interview with his take on the so called “Currency Wars,”China's role as a…

James K. Galbraith writes that the National Committee on Fiscal Responsibility and Reform's underlying budgetary analysis is faulty because it rests on the false premise that a country can involuntarily default on a fiat currency it…

In the following post I list a number of risk factors which I believe investors should give serious consideration, but I do not for one second pretend for that list to be exhaustive. Neither should you read anything into the order of which…

Considering taking profit from AUD/JPY at current levels with a stop of 80.76. Stay Long USD/JPY at current levels with a stop of JPY82.46. Enter short AUD/CAD at current levels with a stop of 0.9659. Enter short EUR/NOK at 8.10 with a…

There ain't nothing as good as a good short covering/melt-up rally day. The market has been in a flux the past weeks, but today's move proves, I think, that the upside surprise is much stronger than the downside and that the equity still…

In a time when there is much discussion of peak oil and the idea that other commodities are less abundant or more costly to access, one issue that might not get enough attention among investors is the shortage of water. Some political…

The debt overhang in the developed world has lowered aggregate demand globally. As developed economies compete over a dwinding pie by moving toward a policy of economic nationalism, investment opportunities will dwindle. Bill Gross advises…

Here are some links from around the web with an emphasis on the European debt crisis, technology and investing.

Here's the bullish case for shares. I don't think you can sustain this in tech beyond a short-term rally without a robust investment in capital by business. And I suspect that would also mean increased hiring as well.