With biotech stocks leaping again this week, a number of market watchers are predicting that this highflying sector is set to tumble back to earth.
But other investors remain upbeat. Former Lehman Brothers trader Jared Dillian writes over at Mauldin Economics that it “hasn’t been fun” for the traders who “have tried for years to short biotech.”
“Like tech in the ‘90s […]
Poverty Matters for Capitalists – Stock Market ImpactStock-Markets / Financial Markets 2014Jul 10, 2014 – 07:01 AM GMTBy: John_MauldinHaving taken Thomas Piketty to the cleaners a few weeks back (see “Gave & Gave … and Hay”), Charles Gave now redresses the balance with regard to the issue of economic inequality in today’s Outside the Box. He makes a forceful case […]
Are Stock Market Valuations Really Too High?Stock-Markets / Stock Market ValuationsMay 11, 2014 – 06:11 PM GMTBy: John_Mauldin
The older I get and the more I research and study, the more convinced I become that one of the more important traits of a good investor or businessman is not simply to come up with the right answer but […]
Forecast 2014 – The Second Most Expensive Stock Market in the WorldStock-Markets / Stock Markets 2014Jan 26, 2014 – 12:14 PM GMTBy: John_Mauldin
South Africa’s Cape of Good Hope is one of the most dangerous stretches of coastline anywhere in the world, where the warm Agulhas Current (also called the Mozambique Current), rushing […]
For today’s special Christmas Eve Outside the Box, my good friend Ed Easterling brings us pearls of wisdom on the subject of rowing vs. sailing. “Rowing?” you ask. “Sailing?” And, you’re thinking, “I would surely prefer to be a sailor.” Well, not so fast. Let Ed explain why putting your back […]
What Does QE Tapering Really Mean? What Will the Stock Market Do?
Stock-Markets / Stock Markets 2014Dec 22, 2013 – 10:18 AM GMTBy: John_Mauldin
Now that we have begun tapering, we will soon see lots of analysis about whether QE has been effective. What will the stock market do? The US […]
