Saturday, September 3, 2011

Thursday, September 1, 2011

September 1 Fox Business appearance

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.