Dubai’s Meltdown; Liquidity Flows Make the Markets; S&P Fair Value

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Dubai’s Meltdown The Thanksgiving holiday is traditionally a very slow time for the markets…not so this year! Dubai rocked the financial world with its announcement to debtors that it needed a bit more time to make good on outstanding debt payments. Uh oh – here we go again? Global markets reacted quite violently to the […]

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Nice video on CNBC featuring economist David Rosenberg…I really enjoyed his insights here, and would highly recommend a watch of this piece. Rosenberg believes this recent rally has priced in good news up until 2011 or 2012…and thinks 650 is a generous fair value for the S&P based on current fundamentals. He also thinks the […]

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