Month: February 2010

Purchasing Managers Index – Rising Again

The purchasing managers index has been rising at a regular clip over the last few months. That is a sign that there is activity ion the manufacturing end of the economy. It is also a confirmation of the GDP inventory component that occupied 3.4% or so of the 5.7% –...

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DHUnplugged 51 – The Apple (AAPL)/ Google (GOOG) Deathmatch

Here is our latest conversation . new insights for anyone who invests in anything. This week we highlight a discussion about specific stocks to examine.

NEW! We are now tracking the stocks that Andrew recommends each episode. Here is the link…

Listen to reasons why and then take a look at...

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Rosenberg – The U.S. Economy is Looking “Fatigued”

We really love reading Mr. Rosenberg’s commentary. Mainly because he has not changed his argument against the U.S economy for a very long time. Even as we are seeing those famous “green shoots” during the past several months grow into saplings, he is still talking his talk.

Every day, he brings...

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Links and Reading for February 2nd

Some of the more interesting and important items for February 2nd :

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World Index Returns – Our Cartography : The Disciplined Investor – Map of World returns 2010
Obama Budget Seeks $1.9 Trillion Tax Rise on Richest, Business – Bloomberg.com – The...

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World Index Returns – Our Cartography

Visually, this image gives a great representation of the world markets. We used the major ETFs that provide coverage in the areas and then track the month to date and year to date returns.

Obviously the impact of the rising dollar has shown up in the emerging markets.

Click on...

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