The legendary investor Felix Zulauf stopped by and had a discussion with Barry Ritholtz the other day and Barry was kind enough to share Felix's thoughts on global markets...
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Posts Tagged ‘ bear market ’
Felix Zulauf: The Die is Cast
The Bear Arrives
From the Journal:
In reality I believe we have been in a bear. Most markets internationally have been there, the Russell 2000 and other slices are there. The major indexes are looking like they will move into bear territory today, but it would have happened earlier if not for the remarkable out performance of the highest quality low beta stocks. Most stocks have dropped more precipitously into bear territory already.
Is the Bernanke Put Dead?
Inquiring minds and Barry Ritholtz wants to know:...there is no QE3.Global equities plummet 5%; Copper gets shellacked, Gold and especially silver see sellers. Bernanke gets criticized, but so was Volcker (unjustly) lambasted, as was Greenspan (deservedly so).
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European Markets Approach Their Credit Crisis Lows
I was gazing through some charts this morning only to be astounded by how deep the losses in many European markets have been over the last few months. The USA’s S&P 500 has been a notable outperformer over the last 3 months as many European markets are absolutely cratering. For those who...
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Todays Links: The View from Here
Yesterday was one fo the best days ever for the stock markets: What does it mean? I think it ultimately depends on factors unrelated to the move itself. Econompic provides us with some context: Obviously large one day moves in and of themselves tell us little about what is to come. So, let us...
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Soros’ Doom
Really, I just wanted to post this line : Now celebrating 10 years of predicting the end of the world, George Soros takes a huge dive into the pool of confirmation bias Go read what he is referring to. Not only is that a compelling image and well written sentence, he is right. I...
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The Global Correction
This is a very cool look at the market carnage of the last few days geographically from the Wall Street Journal. You can go from one day to the next and watch how the markets in various places rose and fell*. Hat tip: James Hamilton (who has interesting observations on what happened.) Click here...
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Dale Franks’ advice for investors
Dale Franks gives his rundown on what to look for going forward from the economy, and the implications for investors: We’ve dropped off about 20% from the stock price highs of October, so we’re about due for a rally. Especially with the Fed obliging everyone with rate cuts. At this point, though, I’d...
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Panic at the Fed?
Like me, Barry Ritholtz sniffed a whiff of panic in the Fed’s actions yesterday. The question he asks is why they acted before their meeting. Here are his questions, all good. I have pretty much stolen the whole post. Hopefully Barry will not mind: What does this mean for investors. Quite a number of...
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