Archive for March 5th, 2010

Long Ignored, “Upside Risk” Returns – Is “Buyers’ Panic” Next?

Friday, March 5th, 2010
Long Ignored, “Upside Risk” Returns – Is “Buyers’ Panic” Next?

Early Release of Monday, March 8, Write-up This week’s news reports have been filled with better-than-expected news about the economy, industries and companies. Importantly, this good news has made its way beyond the “leading” indicators to the “coincident” ones, confirming the economy’s recuperation is on track. The risks we are used to hearing about... »

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The US Stock Market – From China Perspective, It’s A Desirable Value Play

Friday, March 5th, 2010
The US Stock Market – From China Perspective, It’s A Desirable Value Play

Last week, once again, US investors placed most of their equity mutual fund purchases into international stocks. They love the growth going on elsewhere, especially in emerging markets. But wait! The news out of China is that it is investing in US stocks and real estate (“China’s investments in U.S. up sharply – The... »

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