Hints and tips:
...“Most investors have abandoned hope for a clean V-shaped recovery and are now extremely data-point sensitive,” said Lawrence Creatura, vice-president and portfolio manager at Federated Clover Investment...
...This is also one of the risks to the view that the US economy is on the verge of a V-shaped recovery. Our best hope probably is that Chinese consumers discover their inner materialist, and fast....
...- Rogoff: “The fault lies not in Lehman, but in ourselves…” - V-shaped revenue recovery combined with L-shaped capex growth. - Will commercial real estate woes sink pensions?...
...- Modelling Fannie Mae and Freddie Mac – Part V. - Good news: bank robberies are down. - Running low on ammo. - Lending standards tighten, loan demand weakens....
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