Davos: Robert Shiller On The Housing Market- Jan 2010
Robert Shiller, an economics professor at Yale School of Management, shares his outlook on the housing market.

Robert Shiller, an economics professor at Yale School of Management, shares his outlook on the housing market.

Steel Stocks Are Used To Build “Stuff”: We are seeing something bullish occurring on Wall Street, large amounts of institutional capital is flowing into steel stocks. Steel stocks serve as a good “tell” for the U.S. and global economy. Since steel is used to build “stuff” steel stocks tend to rally when the market believes the economy…

By, Adam Sarhan SarhanCapital.com The Airline Industry Has Evolved: The airline industry has consolidated significantly over the past decade. In addition to the massive and much needed consolidation, airlines have cut costs, become leaner, and created a new set of fees that generate billions of dollars per year in new revenue (bag fees, change ticket fees,…

The Stock Market Has More Room To Run A quick note on valuations…Even with the current meltup, the SPX’s P/E ratio is around 19, which is lower than its March 2000 top (~29) and its Oct 2007 top (~22). So from a pure valuation standpoint (not to mention all the easy money injected into the system from global…

Right now the world is in nascent stages of a massive economic recovery. There is no question that Asia is playing a pivotal role in that process. Asian economies are currently growing at a very rapid pace. Countries like China, India, Russia, Japan, South Korea and Singapore are experiencing robust economic growth which will eventually translate into more important global power. However, that is years, if not decades, away and it is nothing for the West to fear.

Deflation, What Is It? & Why Is It Important? Deflation, Inflation & Disinflation- Defined For the purposes of this article, the following definitions will be used: Deflation occurs when asset prices fall considerably Inflation occurs when asset prices increase Disinflation occurs when the rate of inflation slows. The World Is Deflating: As a general guideline,…

The major averages spent the first two weeks of July rallying from extremely oversold levels before encountering stubborn resistance near their moving averages and downward trendlines. We have seen stocks fail at resistance multiple times since the two month downtrend began in late April. The major averages are at a critical inflection point: either break above resistance or rollover and begin another downtrend.