Dr. Doom Nouriel Roubini is now calling for the recession to end by year end 2009. This neatly fits into the theory that stock markets typically bottom out 6 months prior to the end of recessions. This makes March 2009 the official “Nouriel Roubini Stock Market Bottom”
The Big Picture
“Green Shoots” Turning Yellow
Doug Kass says economic turmoil will continue for quite a while. Causing maximum frustration for investors. […]
The Big Picture
It’s a Depression (Without Those Tacky Breadlines); Andy Beal’s $30 Billion Bet on Banking
Andy Beal: “Unemployment is going over 10%, commercial real estate hasn’t even begun collapsing and corporate credit defaults are just getting started”. A great time to be buying distressed assets from Vikram Pandit, and Ken Lewis! […]
The Big Picture
Microtrend: “Fearless Freddy” Vs. “Mattress Stuffer”
Market is bifurcating into two extremes of Fear vs. Greed. […]