Rule number one: when optimism runs into excess, share markets underperform.
With the quarterly US result season all but over, it’s time to reassess and look ahead.
BTIG market strategist Mike O’Rourke believes investors had become a bit too excited about QE2.
It turns out, ASIC provides a daily update for investors seeking alpha in the Australian share market.
Private equity player Blackstone suggests there is value on offer in the Australian market and Moelis and Co has offered a list of companies it sees as attractive to such buyers.
Antipodean Capital’s Craig Ferguson offers his thoughts on what 2011 might bring. Could be a massive rally for equities, but also a come-back for the USD.
PFP Wealth’s Tim Price aint buying the Fed’s deception. He is forecasting some serious problems ahead.
ATW’s Jerry Simmons explains why the Dow could be on its way to 12,000 and beyond.
China has to act on its currency or a conflict with the US will become inevitable, argues Director of the Peterson Institute for International Economics, Fred Bergsten.
Longer term consequences, reminds PFP Wealth’s Tim Price, longer term consequences there will be.