We have previously looked at the Smith Barney Panic / Euphoria gauge that runs in Barron’s each week, wondering about its make up. A commenter asked earlier today about this, so I pulled an old chart along with the latest version.
What was the basis of the supposed deep panic in May 2005:
May 15 2005
Here we are in May 2008, and we are now racing thru neutral and heading towards Euporhia.
Any thoughts on this? What say ye?
The Storm Before the Rally? (May 2005)
BMO Financial Group global portfolio strategist Don Coxe discusses Food prices, shortages, and the appropriate investment strategy in the face of the recent food crisis:
courtesy of BNN
Global Portfolio Strategy [04-30-08 10:10 AM]
BNN, April 30, 2008
As we await what is happening with Microsoft and Yahoo, Aaron Task and I discussed the bigger picture as to what happens next on the internet.
This was all pretty off the cuff stuff (in case you cannot tell) but its how I really feel about the players involved:
That headline was actually spontaneous (I can turn a phrase, huh?)
Ok, feel free to write what a MSFT basher I am (no arguments from me)
Nobel laureates in economics Gary Becker of the University of Chicago, Edmund Phelps of Columbia University, Myron Scholes of Stanford University, and Michael Spence, former dean of the Stanford University Business School, participate in a panel discussion at the Milken Institute Global Conference in Los Angeles about the theory of "decoupling" and outlook for the U.S. and global economies.
Becker, Phelps Are Optimistic on U.S. Economic Outlook
Bloomberg, April 29 2008