The Electronic Trader Column had a link to a free site I have never heard of called Risk Grades that evaluates holdings for risk. Maybe I'm the last to know about it but it looks quite useful.
They also had a shout out to the China Stock Blog, kudos to Ezra and David.
Lastly was this little pearl from Stephen Roach,"Katrina may have been the tipping point for a long simmering endogenous shock." He believes stocks could sag under the "weight of prospective shortfalls to corporate earnings."
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2 comments:
If I collected a fiver from you Roger, every time Stephen Roach made a dire prediction about the economy and equities the last five years, you'd be a hell of a lot poorer.
exactly my point. I have written a post or two taking the other side of his dire predictions before.
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