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Climateer Investing (Free subscription) | 24/11/2008
... the mother of all bear market rallies. So declares the managing partner at Traxis Partners. Read Biggs’ full Market Insight column here MarketBeat gives us some backround: The Standard & Poor’s 49ers The jury is still out on whether the equity market has reached a level that warrants buying shares — plenty of pessimists abound — but the declines in the S&P, by one measure, are best compared...
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Safehaven (Free subscription) | 10/12/2008
Don't get too excited by Biggs' optimism; he notes that he is still hesitant to commit himself until he sees further signs of a bottom. However, for those waiting in the wings, looking for a more optimistic view for the stock markets, Biggs' note might...
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normxxx ruminates... (Free subscription) | 30/11/2008
Insight: We Are In For The Mother Of All Bear Market Rallies By Barton Biggs | 24 November 2008 Before we all are swept away into total despair, let’s take a step back and imagine what could get stocks around the world going up for a while. Bear in mind that I am hedge fund manager, have been wrong on the severity and duration of this panic, and that at this moment I am close to shore....
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OptionPundit (Free subscription) | 28/11/2008
... But let me present two cases to you, one Bullish and another one bearish. First Bullish case by Barton Biggs, who shared this insight originally in Financial times “ We are in for the mother of all bear market rallies ”. There are 4 key points that Barton has made in the article- By definition the bottom of a bear market has to be the point of maximum Bearishness. Valuations...
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Safehaven (Free subscription) | 27/11/2008
... assets with attractive returns and I have a long time horizon I would be mad to turn them down."Barton Biggs of , according to the , said: "I have no idea when the next bull market starts, but I do think we are setting up for the mother of all bear market rallies." He motivates this viewpoint as follows:• "Stocks around the world are very cheap."• "Stock markets have been obliterated...
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The Big Picture (Free subscription) | 27/11/2008
... assets with attractive returns and I have a long time horizon I would be mad to turn them down.” Barton Biggs of Traxis Partners , according to the Financial Times , said: “I have no idea when the next bull market starts, but I do think we are setting up for the mother of all bear market rallies.” He motivates this viewpoint as follows: • “Stocks around the world are very cheap.”...
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Financial Time (Free subscription) | 24/11/2008
Barton Biggs at Traxis Partners believes that equities could be setting up for 'the mother of all bear market rallies'
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Re-cycle of Life (Free subscription) | 25/11/2008
... Labour will become (some very badly charred) toast.Even so the FTSE bounced by 10%. And in the FT, Barton Biggs in the markets (unconnected with the PBR):At the bottom of a panic, the news doesn’t have to be good for stocks to rally, it just has to be less bad than what has already been discounted. I want the markets to stop going down on bad corporate and macro-economic news. The...
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SimoleonSense (Free subscription) | 25/11/2008
... Soros: Bailout will require additional $300 to $600 billion - Via Contrarian Investor News 3 . Barton Biggs Calls For A Trillion Dollar Program - Via Enterprising Investor Forum 4. Chanos Ride To Big Gain - Via NYPost 5. John Bogle Interview -Via Paul Kedrosky & Idd Magazine 6. Book Review: Decline and Fall of British Empire - Via Paul Kerosky 7. (MUST WATCH) Jeremey Grantham: Alan...
