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Notes to myself, possibly of interest to others.
-- Bill Northlich

Tuesday, July 5, 2011

Rosenberg Daily Soundbites

  • Equities are generally lower across Europe and Asia
  • The case for active money management: As the bulls celebrate the fact that the stock market has fought its way back to where it was a whole five weeks ago, it may pay to assess where it is against where it was 12 years ago
  • Greece the skids: I’m not sure last week’s round of euphoria, including the strength of the euro, reflects how fragile the situation really is
  • Calling out the ISM: This was a low-quality ISM pickup in June
  • Defense may be the best offense

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