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Real Bull Market or Bear Rally? Still Unclear

Common sense will prevail in the end.

John Hussman: Plunging Equity Valuations Should Impact Stock/Bond Allocation

Why go for equity now when high-grade corporate bonds offer "equity-like" return and the equity market is yet to bottom out?

Get Ready to Buy Like It's 2002

Until there is a stability in the credit market, the equity market is unlikely to show their 'true' bull run.

Does the Mini-Bounce in Retail Sales Mean Anything?

dead cat bounced

What Credit Crunch?

agree with wisdom seeker. you'll see the crunch in the following quarter just like in the current corporate reporting season. wake up! there is nothing overblow about this crunch. more importantly, fed will continue to print more money to provide ample liquidity to banks at the cost of USD exchange rate. this crunch can't be solved with just monetary policy. it needs a co-operation of fiscal policy. i suppose the later will not happen until the election is wrapped up.

The U.S. Economy: Remembering the Past Could Help Fix the Future

Even if the Fed managed to bail out private insurers, what would prevent the next bail out to occur again. Since the Fed would step in and save the day again. Let's continue the binge lending.

The Fed Capitulates, But Will It Help?

The Fed's recent cut of 75bps confirmed the market fear and do not restore confidence. The current global assets bubble (property) needs to correct itself. Inflation has to be controlled. I believe we are heading for a stagflation, where monetary policy is faced with a rising inflation and weak economic growth. The Fed should let the market correct itself. What happen to 'laissez faire'?