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A nice overview by new Eureka Report contributor Tom Lovell. Forget Apocalypse Now.......it's Austerity Now. And earnings upgrades/downgrades is <1.

IV and Oracle, the issue I have with value investing is that you are making decisions based on historical data, and are exposed to the uncertainty and instability associated with macro events. IMO, we have entered a period when the macro climate is likely to influence stock price more than...

You seem to be saying value investors set P/E targets to sell at. What are yours?

Let me ask the value buyers whether a Japanese investor would have been successful using a value approach in the last 25 years. The Nikkei is 9200 today, around the same as in 1985. The Nikkei highlights why value buying must include an understanding of what drives economies nationally, which...

Yes Oracle, nothing lasts forever or is guaranteed, especially the longer the time span. Time is risk, even moreso in this climate. What was a good company yesterday, can be a bad company today. My focus for the time being is based on reducing time risk and exploiting slightly more predictable...

I don't see any reason to have long term positions in shares in this environment. Like others I think global growth will be subdued for the medium term. Single digit growth in China will be offset by very low growth in OECD nations, possibly negative real growth, as they delever. I expect...