All IdeasMark Mobius Sees Commodites Correction, Not End Of Boominvestorazzi.com — Emerging markets veteran Mark Mobius doesn’t think the recent selloff in commodities is the end of a boom which started back in 1999. In fact, Dr. Mobius believes commodities may just be the global economy’s “saving grace.” More… (World Business) George Soros Has Been Busy Working The Minesinvestorazzi.com — According to the mining investment news site Mineweb, billionaire investor and philanthropist George Soros was significantly active in the mining sector last quarter.More… (General Business) Bill Gross Shares Thoughts On Interest Rates, Economic Outlookinvestorazzi.com — Bond expert Bill Gross spoke to CNBC about the federal funds rate and a host of other issues on Friday. Gross predicted, “I think the third quarter will be fine based on some technical adjustments with inventory and continued strong trade. But the fourth quarter and the first quarter of 2009 do not look good..."More… (General Business) Poll: Grading Bernanke & Paulsoninvestmentpostcards.com — On the one-year anniversary of the credit crisis it makes for interesting debate to reflect on how well the situation has been handled by Messrs Ben Bernanke and Hank Paulson. Let’s have some fun and assess the gentlemen’s performance by means of a quick poll. More… (Dow) MagicDiligence vs. Magic Formulamagicdiligence.com — Does MagicDiligence add value to the Magic Formula Investing strategy? A comparison against the raw screens.More… (General Business) Shifting Emphasis from Inflation to Growthinvestmentpostcards.com — The notion that the US was further along the slowdown process than foreign economies, and an expectation that interest rate differentials could narrow in favor of the US dollar, resulted in continued strength in the greenback, further weakness in commodities, lower bond yields and mixed stock markets. Read all about this in my weekly reviewMore… (World Business) Magic Formula Weekly Roundup 8/10 - 8/16magicdiligence.com — Weekly roundup of stocks moving in and out of the Magic Formula Investing screen.More… (General Business) Buffett, Soros, And Lampert Wheel And Deal In The Second Quarterinvestorazzi.com — Legendary investors Warren Buffett, George Soros, and Edward Lampert made a whole bunch of acquisitions, and some sales, during this past quarter.More… (General Business) Marc Faber On Commodities: ‘Prices Have Made A Peak’investorazzi.com — Bloomberg spoke to legendary investor Marc Faber by telephone earlier today about the recent slump in commodities.More… (General Business) Stock Analysis: LCA Vision (LCAV)LCAVmagicdiligence.com — LCA Vision is super cheap and should be able to return to 2005-2007 levels of profitability once the general consumer outlook improves. It could be as much as 75% undervalued.More… (General Business) |
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