Daily FNArena News - FYI

Dennis Gartman has joined the chorus of commentators pointing to underweight US equity funds as a positive catalyst for December.

Barclays Capital looks at historical trends for financial markets in December.

A consumer survey by Mortgage Choice shows property remains a popular investment in Australia, though affordability is an issue and household spending is being more closely watched.

Opinion pages and financial blogs have been going wild with visceral criticism of Ben Bernanke, the Fed, and its latest policy ploy. Is it justified?

Tim Price’s latest story is a must-read for investors worldwide. It most likely explains why QE2 is in place today.

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.