David Rosenberg: “Ban the Bailouts”

April 29, 2010

In his daily morning piece, David Rosenberg discusses some of the important aspects of the current daily happenings. One thing that caught our eye was the comment that bailouts should be banned. What happens when the bailouts stop and Greece defaults? That cannot be a good decision, can it Dave?

We need to come up with a better mix of policies so that this does not occur in the future, not simply going cold-turkey. I am also against the bailouts as I believe that it will come back and play a major role in the recovery of global economies..

Here are David’s morning thoughts. Read more

DH Unplugged #62 – EuroDoom, U.S. Boom

April 29, 2010

Here is our latest conversation …. new insights for anyone who invests in anything. This week we highlight a discussion about Europe, Goldman, and a few stocks that are making headlines.

NEW! We are now tracking the stocks that Andrew discusses each episode. Here is the link

Listen to reasons why and then take a look at the spreadsheet for results. News and item discussed in this episode – CLICK HERE

CLICK HERE TO LISTEN TO EPISODE # 62 Read more

Links and Reading for April 28th

April 28, 2010

Some of the more interesting and important items for April 28th :

Greece and Portugal – Parabolic Risk

April 28, 2010

Another day, another downgrade. After the grilling that the ratings agencies have been taking over the past few weeks (and past year), they are now in high gear. Perhaps they are desirous of getting in front of the news or maybe they are tired of being scolded by Congress about their flagrant missteps with ratings on securitized subprime debt.

Now, even with all of the bloated talk from Greece Prime Minister George Papandreou, there are still those that believe default is highly likely. Just looking at the

Now, Spain in in the hotseat, after the Portugal downgrades from yesterday. From S&P:

  • Spanish City of Barcelona Downgraded To ‘AA’ After Kingdom of Spain Downgrade; Outlook Negative
  • Spain Downgraded To ‘AA’ On Protracted Economic Adjustment And Risks To Budgetary Position; Outlook Negative

Equity markets are not too happy about all of this and while most leaders have appeared to have been slow to make a decision, investors are showing their dissatisfaction.

What next? Surely the reason for the delay tactics by Germany and the EU is that they are worried about what precedent they will set for the next potentially defaulting country.

Equity Market Returns YTD

TDI Podcast 158: Curzio and Horowitz Ride Again!

April 28, 2010

If you have not had a chance to listen it to this week’s podcast – be sure to do so… It was a great discussion.

Guest: Frank Curzio discusses homebuilders, the gaming industry, the economy and more. What are some of the best ideas for the next phase of the market cycle and what stocks should you look at now… Plus, we consider some of the Greece fallout and Frank provides a lesson on how to avoid this clouding your investment judgment.

Either subscribe via iTunes or click HERE to listen now. Read more

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