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19 January 2010 by Cullen Roche 7 Comments

Inflation myth and reality - Hussman

3 stocks and sectors for tough times - MSN

Deep thoughts from Bob Janjuah - ZH

Shanghai mortgages rose 1600% in 2009 - China Econ Review

Jim Rogers says Chinese real estate in a bubble - Bloomberg

Uncorrelated assets are back - PIMCO

How the big banks rigged the market - FT

4 headwinds stocks are ignoring - SM

Why stocks are still undervalued - Telegraph

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Comments

Van

TPC,

don’t know if you saw this; I sure am glad they come out with this stuff after a 68% upmove in 9 mos

01/19/2010 at 6:27 PM
- Van
  
  sorry forget th link…
  
  http://www.bloomberg.com/apps/news?pid=newsarchive&sid=a5_2eIRE836E
  
  01/19/2010 at 6:28 PM
  - TPC
    
    I always love all these valuation metrics that are based on future estimates. It’s almost laughable to make investments based on such projections. Have we not learned that economists and analysts are very very bad at their jobs?
    
    01/19/2010 at 6:44 PM
Rob

TPC,

Do you still believe that the dollar will weaken to 1.60 agains the Euro in 1H 2010 as you wrote in your investment outlook? Seems to be going in the other direction. What will send the dollar down and then back up in 2H?

01/19/2010 at 7:17 PM
- TPC
  
  That call on the Euro is not looking good. I may have underestimated the impact of Greece on the Eurozone. I do not feel good about the $1.60 target. I still like the call to be short most currencies against the dollar for the year, however.
  
  01/19/2010 at 7:40 PM
Chris

Greece gets the headlines for weakness in the Euro but Greece only contributes 3% to Eurozone GDP. California, on the other hand, contributes 12% to US GDP and that state is in serious trouble. Which is a bigger problem? The answer will aid in telling you which currency will strengthen/weaken.

01/19/2010 at 8:51 PM
name

interesting study from McKinsey

Debt and deleveraging: The global credit bubble and its economic consequences

http://www.mckinsey.com/mgi/reports/freepass_pdfs/debt_and_deleveraging/debt_and_deleveraging_full_report.pdf

01/20/2010 at 1:47 AM

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