by jlamb | Jul 29, 2015 | General, LambInvestments
Commodities weakness continues and despite “Good” Q2 earnings equities had a hard week. With commodities getting beaten down, are the equity markets and the economy knocking on recession’s door? We have been “beating the dead horse,” but China stays front and center...
by jlamb | Jul 22, 2015 | General, LambInvestments
Remember in Economics that it takes two to tango. Last week we talked about Global Demand as Greece draws the EU into economic turmoil, Japan & Puerto Rico could draw the West into economic turmoil, and China could shake global turmoil. The other side of the...
by jlamb | Jul 9, 2015 | General, LambInvestments
NO!” It has been said that NO is the most powerful word in the English Language, and after Sunday’s Referendum, NO became the most powerful word in the Greek Language as well. The Greeks said “NO,” 61% voted against accepting the latest bailout package offered to them...
by jlamb | Jul 1, 2015 | General, LambInvestments
Greece is the dead horse, why continue to beat it? Greece is old news, everyone knew it was coming, it should not be any surprise. But it is finally here, and the markets are nonetheless still beating it to death. It is likely that Greece will remain in the EU,...
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