Comments on: All Ords Sounds the Retreats http://www.fusioninvesting.com/2009/10/all-ords-sounds-the-retreats/ Fusing Fundamental and Technical Analysis with lashings of Behavioural Finance. Investing in Australia and North America. Thu, 02 Feb 2012 06:57:27 +0000 hourly 1 http://wordpress.org/?v=3.2 By: Dean Morel http://www.fusioninvesting.com/2009/10/all-ords-sounds-the-retreats/comment-page-1/#comment-1291 Dean Morel Fri, 30 Oct 2009 02:30:36 +0000 http://www.fusioninvesting.com/?p=3873#comment-1291 Whether it is simply antagonistic or corporate theft I'm not prepared to say. Grantham's latest quarterly is a great read, in case you hadn't got to it already. http://www.gmo.com/websitecontent/JGLetter_ALL_3Q09.pdf Whether it is simply antagonistic or corporate theft I’m not prepared to say.
Grantham’s latest quarterly is a great read, in case you hadn’t got to it already.
http://www.gmo.com/websitecontent/JGLetter_ALL_3Q09.pdf

]]> By: PazzoMundo http://www.fusioninvesting.com/2009/10/all-ords-sounds-the-retreats/comment-page-1/#comment-1290 PazzoMundo Fri, 30 Oct 2009 01:43:00 +0000 http://www.fusioninvesting.com/?p=3873#comment-1290 I stopped following MMC when Erik Metanomski got ousted. He may be a wily old fox, but at least while he was a stakeholder you were playing on the same side. I've never had the same rapport with GPG. They tend to look after themselves first. To be a minority shareholder in one of their investments would not be one of my ambitions in life. Even the way they have structured the offer and the language they use suggests an antagonistic attitude. Why put yourself through the grief - they will always have the deeper pockets. I stopped following MMC when Erik Metanomski got ousted. He may be a wily old fox, but at least while he was a stakeholder you were playing on the same side. I’ve never had the same rapport with GPG. They tend to look after themselves first. To be a minority shareholder in one of their investments would not be one of my ambitions in life. Even the way they have structured the offer and the language they use suggests an antagonistic attitude. Why put yourself through the grief – they will always have the deeper pockets.

]]> By: Dean Morel http://www.fusioninvesting.com/2009/10/all-ords-sounds-the-retreats/comment-page-1/#comment-1289 Dean Morel Thu, 29 Oct 2009 23:23:15 +0000 http://www.fusioninvesting.com/?p=3873#comment-1289 In a recent interview, he [Soros] said the <b>market is now very overextended</b> and at substantial risk of another downturn. But that doesn’t mean the market will turn down immediately. Soros says the <b>market is likely to remain buoyant throughout the remainder of 2009 and will likely face its reality of weak global growth in 2010</b>. He says the <b>rally has been driven by the government stimulus and little else</b>. Soros says the recent uptick in bank earnings is essentially a fraud: “Those earnings are not the achievement of risk-takers. These are gifts, hidden gifts, from the government.” http://seekingalpha.com/article/169488-george-soros-the-guru-outlook? In a recent interview, he [Soros] said the market is now very overextended and at substantial risk of another downturn. But that doesn’t mean the market will turn down immediately. Soros says the market is likely to remain buoyant throughout the remainder of 2009 and will likely face its reality of weak global growth in 2010. He says the rally has been driven by the government stimulus and little else. Soros says the recent uptick in bank earnings is essentially a fraud:

“Those earnings are not the achievement of risk-takers. These are gifts, hidden gifts, from the government.”

http://seekingalpha.com/article/169488-george-soros-the-guru-outlook?

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