Archive - Apr 5, 2010 - Blog entry

There are many factors which affect rental prices, including: (1) the general health of the economy; (2) demographics; (3) housing strength; (4) population growth; (5) migration patterns; and (6) wealth distribution.

A response to those who want to turn back a clock.

These are the news items from the Easter weekend that those who're asleep at the wheel probably missed. Yes, of course they're important and deserving of your attention, that's why they were buried into the Easter weekend!
No need to fret, I condensed them and supplied supplementary analysis to show my love:-)

Of course they knew ...

For a few months now, I've been sensing a shifting vibration in the comment section of ZH and it’s something I wanted to talk about. There’s a growing undercurrent of inevitable defeat and resignation in the air and if nothing else, we need to be aware of and acknowledge it.

More self-serving drivel on how Canadian public pension funds are leading the world by "internalizing" asset management. Please take the time to read this comment carefully.

 The IMF has recently released the results of their staff consultations with Greece. Some may find
it interesting, particularly where it intersects with relevant
BoomBustBlog research. Let's not mince words here. Greece is going to
effectively default on its debt, one way or another, and it is probably
going to do it relatively soon. Shall we walk through the IMF findings
from LAST YEAR and how they are actually optimistic compared to the facts that my
team and I have dug up?

Once upon a time, Western opinion leaders found themselves both impressed and frightened by the extraordinary growth rates achieved by a set of Eastern economies. Although those economies were still substantially poorer and smaller than those of the West, the speed with which they had transformed themselves from peasant societies into industrial powerhouses, their continuing ability to achieve growth rates several times higher than the advanced nations, and their increasing ability to challenge or even surpass American and European technology in certain areas seemed to call into question the dominance not only of Western power but of Western ideology...

Last week, one of our 3 bullish candidates, DNR, was the 2nd greatest gainer (+11.2%) across the S&P 500. For this week, our scans say energy complex up, consumer discretionary down. The energy patch, utilities included, appears primed to pump higher. Weekly charts with explicit trade setups ~ DELL, NKE, PCLN, F, BIG, HD, HAS, MAT, UNG, CNX, AES, FE, MFE & QID.