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Prieur’s readings (November 3, 2009)
Prieur du Plessis (November 3rd, 2009) Writes:
This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy.
• Vito Racanelli (Barron’s): The easy money has been made, November 2, 2009. The choppy action last week suggests the going gets much tougher from here. In a year in which the market has jumped far off its lows, the bull has so far talked the talk of earnings growth. It’s time to walk the walk.
• Edward Harrison (Credit Writedowns): Bullish data, recoveries, crashes and the psychology of forecasting redux, November 2, 2009. Is a double dip or crash a baseline scenario? No, not necessarily - but it is increasingly likely. So, as bullish as I believe the data are, I am more worried about a bad outcome, not less.
• Andy Kessler (The Wall Street Journal):
...America, Andy Kessler;, Dallas Observer, Dylan Ratigan, Edmund Phelps;, Edward Harrison;, Financial Times, Governor, Insurance, Investing Lessons, investment postcards, Irwin Stelzer, James Kwak;, James Lieber, Mark Whitehouse, Market Commentary, New York Federal Reserve, pain, Paul Krugman, Secretary, the Huffington Post, the New York Times, The Wall Street Journal, Timothy Geithner;, U S Treasury, United States, Vito Racanelli, Wall Street Journal, White House
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