Saturday, September 3, 2011
September 1 Bloomberg radio appearance
To listen to my interview on Taking Stock with Pimm Fox and Courtney Donohue click here.
Thursday, September 1, 2011
Media Appearances today
The time and segments are as follows:
Foxbusiness.com at 1 PM (eastern)
http://www.bloomberg.com/radio/ around 3 PM (eastern)
Prospective talking points:
1 - Overly optimistic earnings expectations by bottom-up analysts. A rude awakening awaits when 3Q11 earnings season gets underway. My proprietary MERI sits at -11.
2 - How the current bear market got started in an extremely rare fashion and why, for most investors, the current market rally will be so hard to sell into.
3 - My recent 10 day trip to Brazil. Impressions on the country and questions as why the US does not have a stronger presence there.
Foxbusiness.com at 1 PM (eastern)
http://www.bloomberg.com/radio/ around 3 PM (eastern)
Prospective talking points:
1 - Overly optimistic earnings expectations by bottom-up analysts. A rude awakening awaits when 3Q11 earnings season gets underway. My proprietary MERI sits at -11.
2 - How the current bear market got started in an extremely rare fashion and why, for most investors, the current market rally will be so hard to sell into.
3 - My recent 10 day trip to Brazil. Impressions on the country and questions as why the US does not have a stronger presence there.
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