All very interesting points. Thanks for sharing!
"There" is the right level of Debt to GDP. Unfortunately, we don't know what the right level is nor how long the deleveraging process will take to get us there.
The Early Warning blog takes a shot at estimating how long it will
While extreme viewpoints are likely to sell newspapers, magazines, and ad space, perhaps the answer lies somewhere between the extremes.
That's a good lesson, dwot. Keep your emotions in check while others around you panic or are too exuberant.
Great point, chk999! Nothing like taking advantage of some major market stupidity with a few crazy-low limit orders. :-)
I have no idea who this advisor is, but his thinking scares me. He says he is "cautiously optimistic" but "ready to jump ship."
Here's the Tech Ticker video. (Continued...)
Dylan Grice of Societe General penned on excellent piece on how to incorporate macro analysis (the environment around you) into your micro analysis (equity valuation).
Why say "I don't know" when I can quote a few articles and pretend I am an expert?
My buddy Seth Jayson and I have been having fun at the German's expense. Seth pulls out all the stops with this blog post.
Enjoy and Fool on!