Category Archives: member

CS-China-economicview-26-08-13 Chinese banks remain on exceptionally low pes. If the CS team are correct they are mis-priced. Here Friday’s technical report: http://www.stocktiming.com/Shanghai_Daily_Stock_Market_Updates/shanghai-index-update-friday.htm  

FABER- TECH-01-09-13 BartonBiggs-INVESTMENTADVICE12

cs-wkly-strat2-30-08-13

ISM Man 09032013

David Rosenberg, Gluskin Sheff – Special Report – From Inflation to Deflation… And Back – August 14, 2013 (1)

Browning Newsletter – Evelyn Browning Garriss – YOU NAME IT – WE GOT IT – HEAT, COLD, FLOODS AND DROUGHT – Vol. 38, No. 8 – August 2013 (1)

Today’s consumer round up from WF. Steady as she goes really. Trends_in_Consumer_Spending_2013_09032013        

Japan is increasingly important as a potentially interesting nominal growth asset market.. Here a CS report on japan just in. CS-Japan2-28-08-13