GLOBAL ECONOMY (January 24th 2013): Update of Analysis, US Data, China PMI, Europe, Japan

Today we'll be providing some update on previous assertions and calls on the US, China, Europe and Japan, along with any new insights derived with new data since our previous articles were posted. ON THE "CHINA BOTTOM" CALL From our article on December 3rd:  China has shown more convincing evidence that business conditions have stopped deteriorating, allowing...

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US ECONOMY (January 10th 2013): Are US Stocks Beyond Fair Value? Are Business Conditions Improving? What Next for the Rally?

The first week of 2013 saw the biggest percentage gain in the S&P and Dow Jones average since November 2011. Is this optimism built on a solid foundation of improving business conditions in the US? Are US stocks, on average, worth purchasing for investment at current valuations? And for traders, is it too late to take advantage of the momentum presented by the rally,...

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