kansen in de crisis

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http://pragcap.com/does-it-matter-if-stocks-are-cheap

DOES IT MATTER IF STOCKS ARE CHEAP? | PRAGMATIC CAPITALISM

There seems to be a never ending debate these days about the “value” of the market.

Pro dollar

One of my much appreciated contacts is Steen Jakobsen, chief economist for Saxo Bank in Copenhagen, Denmark. Today he passed on an "internal note" that he gave permission to share. Steen Writes ... http://globaleconomicanalysis.blogspot.com/2011/11/perfect-storm-eight-reasons-to-be.html

Alphaville » European equities – trick or treat?

http://ftalphaville.ft.com/blog/2011/11/07/729731/european-equities-trick-or-treat/ In keeping with the bearish mood this Monday morning, we present selected lowlights from the latest Graham Secker note.