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2010’s Projected Earnings…. Seriously?
Don’t look now, but the market’s overvalued. That’s probably not earth-shattering to anyone - what else would an investor expect here in the shadow of the worst recession in decades? On the other hand, one would expect those investors to learn some important lessons about valuations.
Perhaps it’s simply a lack of information that’s allowing euphoria [...]
‘Made in China’ Refers to Money
If Chinese Premier Wen Jiabao is only half right, his country will still foster GDP growth of 4%. What a great problem to have.
Dollar Stores Have NOT Outperformed During the Recession
I’m not sure if all of you saw my Motley Fool post about dollar stores or not, but if you didn’t, the link is below. My message was/is that these companies have had tremendous stock run-ups; investors assumed a recession would mean the average consumer would become very value-conscious. As such, the likes of Wal-Mart (WMT), [...]
Large Caps Now Dominating, Small and Mid Caps a Distant Second
Perhaps we should take it at face value when we see large caps well up for the last two weeks, while small and mid caps are well in the red. A little disparity is bound to happen, but this is more than a little. Large cap growth is up 1.2% for the last two weeks, [...]




