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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (44771)	10/2/2011 8:42:10 PM
From: Spekulatius	Respond to of 79163

Re ECRI, yes this is scary because they have a good track record forecasting recessions. On the other hand, rail traffic is still up and also some Chinese manufacturing indicators have stabilized. Stay tuned is all I can say. This has a very difficult feel to it than let years double dip scare.

To: Sergio H who wrote (44771)	10/3/2011 11:08:41 PM
From: Windgoof	Read Replies (1) \| Respond to of 79163

Hi Sergio, I caught it in blogs last week, I think here advisorperspectives.com. Very scary. Not sure why they decided to call recession this year, and not last when WLI index was slightly lower than now. Seems index going negative doesn't always precede recession. Liz Ann Sonders at Schwab has been quite on spot through 08/09. Her commentary last Friday was not all negative (http://www.schwab.com/public/schwab/resource_center/expert_insight/todays_market/recent_commentary/schwab_market_perspective.html). Her point is that there was not a single recession without inverted yield curve, and US corporations are very healthy right now. We'll see this earnings season. What do you think? wg