Sunday, August 22, 2010

Daily Markets - Gridlock Is Great For Stock Market Returns

Daily Markets - Gridlock Is Great For Stock Market Returns

Gridlock Is Great For Stock Market Returns

Posted: 22 Aug 2010 11:05 AM PDT

“Since 1973, using the price of gold as a deflator (instead of the Consumer Price Index, which has suffered from style drift over the years) real, inflation-adjusted returns for the S&P 500 were a fabulous 15.3 percent gain in "gridlock" years, and a horrible 9.9 percent loss in years with unified government (see chart above). That's a 25 percentage point difference.

The reason for this difference is simple: Unified governments spend far more, and more quickly, and expand … [visit site to read more]

Soaring BRIC Markets A Better Bet Than U.S. Stock Markets

Posted: 22 Aug 2010 10:01 AM PDT

Since March 2009, the S&P 500 has surged by nearly 60% and US Treasuries have continued to surge, pushing yields close to all-time lows. This has elicited sighs of relief from professional investors, who see the strength as sure signs of recovery. Yet, these investors are ignoring - willfully or otherwise — the very thin trading volume upon which this rally is built. Retail investors remain scarred by the ‘08 collapse and have steered clear of the stock market altogether. Instead, they … [visit site to read more]

With The Latest Rumblings Of M&A Activity, Will We Witness Mega Private Equity Deals For The Rest Of 2010?

Posted: 22 Aug 2010 10:01 AM PDT

With Merger and Acquisition really picking up steam in the last month, the question arises whether private equity will be able to complete a major move in the remainder of 2010. This past week Intel (NASDAQ:INTC) acquired software security firm McAfee for $7.7 billion in an all cash deal and the prior week BHP Billiton (NYSE:BHP) offered $40 Billion to take over Potash Corp. (NYSE:POT) from shareholders.

In contrast, the latest deal involving private equity–Blackstone (NYSE:BX) acquiring Dynergy … [visit site to read more]
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