recovery

Talk about V-shaped recoveries.  Here’s one that’s actually for real.  It’s in Singapore and it’s huge. Singapore appears to be emerging from its worst recession on record after the economy expanded at an annualised rate of…

I have introduced the concept of a technical recovery to describe the anticipated weak recovery period that lies ahead.  Van Hoisington and Lacy Hunt have a different term to remember: Partial recovery.  They see the potential…

I have been looking forward to the Alcoa (AA) earnings report, due out later today, because of what it suggests about the economy.  As the economy bottoms, the fortunes of cyclical companies that are leveraged to the overall state of…

Everyone is trying to gauge when a ‘recovery’ is going to occur in the United States and globally. Some see imminent recovery. Other like myself see a late-2009 or early-2010 recovery. Yet others, including most readers of this site, see no…

The Absolute Return Letter, July 2009 “You can’t beat deflation in a credit-based system.”-Robert Prechter The great debate As investors we are faced with the consequences of our decisions every single day; however, as my old mentor…

A recent poll which ended on Wednesday as to when the economy will recover yielded the results below: Clearly, you think this downturn has legs! Please feel free to ping us with other important questions we should be asking…

With more and more major economists predicting recovery sometime later this year, many have forgotten that downside risks remain.  Berner, Roubini, Volcker, Krugman and Bernanke have all come out essentially saying they would not be…

Since so many economists are signing up to the second-half recovery meme (Berner, Gordon, Krugman, Bernanke), I am going to ask you whether you believe them or not. What say ye? (If you can't read the above it is a poll asking you…

It seems a Q3 recovery is the new consensus of professional economists.  First, we hear Paul Krugman saying this, now Richard Berner and David Greenlaw are singing the same tune. The deepest post-war recession likely will end by…

As I have been indicating, even the most bearish of professional economists are now seeing a probable end to the recession later this year.  Paul Krugman goes as far as to say he wouldn’t be surprised to see the official end dated…