Shareholders Unite

11 Risks Threatening the World Economy

We did warn...
Stocks fall after weak auction of 10-year notes
finance.yahoo.com/news...=

Why We're Not Buying This Market

We did advise to buy earlier on and still have a buy on InterOil (which really is a no-brainer) :)

Why We're Not Buying This Market

Squares, we agree to a certain extent. The rally so far was justified, at 6500, a severe depression was priced in (we're not THAT pessimistic), but much more upside is not justified. Unless we really see much more fundamental improvement, we can't really see the rally get past 1000 on the S&P anytime soon. We do not think it's likely that we'll see that much fundamental improvement, for the reasons stated in the article. But we have no crystal ball..

Shanghai's Own Stock Market Rules

Interesting stuff. We're not entirely agree though. The authorities are very well aware of what a slowdown could bring (many of these rapidly growing Asian economies are like 'bicycles', if they slow down they'll fall over), and they have already switched gears, as we argue in a comment too long to post here, but you can read it here:
shareholdersunite.com/...