Welcome to the Vitus Capital Blog!
Notes to myself, possibly of interest to others.
-- Bill Northlich

Wednesday, May 25, 2011

Rosenberg Daily Soundbites

  • Equity markets are mixed to lower across the planet; bonds are still bid
  • Since February 7, S&P 500 has made no headway at all, yet
  • Market risks brewing …which means it’s time to re-price the risk at a minimum; better yet to de-risk
  • New housing market is still competing with the resale market which sells for a 20% discount
  • Retail sales sluggish: We see for May that the chain store sales are coming at the very low end of the 3 - 3.5% sales target

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