Lance on Feb 25 2010 | Filed under: Great Investors
Occasionally you read something that makes you go “WOW!” Jeremy Grantham in at least half of his Quarterly Letters comes close. The other half of the time he definitely scores.
Another person who generally has the same effect, and like Jeremy was a true hero to clients who really listened over the last decade, is James [...]
Lance on Feb 10 2010 | Filed under: Housing Market
On the heels of last weeks delightfully mixed bag of employment data (job creation looks like it may be out of reverse and into neutral) we get some new housing data. There the signals are more disquieting, if expected (at least by me.) The housing market may now be heading back down.
The interesting aspect of [...]
Lance on Feb 08 2010 | Filed under: Economic Indicators, Economics, Employment
We finally got a mixed bag on the employment front this month, a welcome change from the purely awful. However, with everyone focused on “creating” jobs I think this quick synopsis attacking the unrealistic expectations of when and where jobs will come from is well worth reading. This chart gives you an idea of how [...]
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