Abby Cohen, sr. investment strategist at Goldman Sachs talks about her view on the market. She thinks the recovery will be led by inventory rebuilt, and the S&P 500 is likely to achieve 1050-1100 range by year end.
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Thoughts and discussions in economics, finance and history, with focus on China's interactions with the global economy.
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2009
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August
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- Subprime loan goes to India, a new bubble in micro...
- Will China suffer double-dip too?
- China opens up to private equity
- Lessons from 1937's double-dip
- The danger of data mining
- Reports from Jackson Hole, WY
- Time to rethink investment model in US college end...
- Will Ben Bernnanke be reappointed? Part 3
- Will Ben Bernanke be reappointed? Part 2
- Psychology game in housing
- China's commodity appetite
- "September Effect" in stock market
- Glimpse of China's banking system
- Abby Cohen: market and economy outlook
- Shape of recovery
- Should Ben Bernanke be reappointed?
- Woodstock at 40
- China got a problem in foreign reserves
- Compare historical rallies
- Humility and economic forecasting
- The Sq-root recovery
- Warren Buffett's Successor
- Hot money on China's plate
- Alan Blinder comments on July employment report
- Abby Cohen on the market
- China may be changing stand on climate talk
- Winning portfolio in the face of inflation-deflati...
- Leveraged ETFs bring out-of-whack performance to i...
- Bernanke's exit dilemma
- Can country prosper without manufacturing?
- Where is housing headed?
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August
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