Hints and tips:
...They illustrate their argument by comparing the paths to success of the richest people in Mexico and the USA (p. 39)....
...The ONS estimates the value of land and assets-over-land to be over £5tn compared to a GDP of c£2tn....
...This rotation would push significantly higher all the laggards such as small-caps, oil and gas, materials, and more broadly stocks with low P/E and P/B ratios [price-to-earnings and price-to-book ratios]...
...In late December credit rating agency S&P cut Ukraine’s credit rating to triple C, nine notches below investment grade, and said that without additional aid, default would become inevitable....
...This argument suggests deflation of 1 per cent p.a. or so would be a good thing....
...John P....
...Ray Barrell, NIESR: Unlikely as they are generally sound - however advanced country investors could rush into them and cause the bubble George Buckley: Potentially....
...John P Calverley, Amex: At present incoming economic data in the US and Europe (including the UK) is still too strong for CBs to ignore....
...Ekaireb Peter C. Enns, investment banking, financial industries group. James P. Esposito, head of US investment grade bond syndication. Carl Faker Douglas L. Feagin Luca D....
...John P Calverley, Amex: They are not nearly as good as 2001 in the US and UK....
...(c) Worries about moral hazard and concerns about inflation, whilst justified, must be kept in perspective....
...Ekaireb, structured products, Europe Peter C. Enns, investment banking, financial industries group. James P. Esposito, head of US investment grade bond syndication. Carl Faker Douglas L....
...John P. Calverley, Amex: US house prices stalled in 2006....
...C. Dividends are good and for some surprising reasons. Back in the 1990s, many investors dismissed the importance of dividends....
International Edition