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Back to Even and Still Bullish
By: Dr. Charles Lieberman

Date: 7/26/2010

The equity market has recovered to being even for the year to date, overcoming a possible credit crisis in Greece and Europe, as well as fears of a double dip recession at home. While the economic outlook is "unusually uncertain", it is the pace of the recovery that is most subject to question, mor...
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Previous Reports

• 7/19/2010

Sovereign Risks

• 7/12/2010
It's A Slow Grind

• 7/7/2010

Lebron James and Earnings Season

• 7/6/2010
It's a Long Way to Tipperary

• 7/2/2010
Employment Report: Just Fair

• 6/28/2010
Are We Greece or Are We Japan?

• 6/21/2010
Why Own Gold?

• 6/20/2010
Implications of a Stronger Yuan

• 6/14/2010
The Wisdom of Peter Lynch

• 6/7/2010
Decoupling

• 6/1/2010
Back to Armageddon

• 5/24/2010
Driven by Psychology

• 5/17/2010
Why Be Bullish?

• 5/10/2010
Europe Fires the Bazooka

• 5/6/2010
Greece and Contagion

• 5/3/2010
Is the Economic Recovery for Real?

• 4/26/2010
Stocks Still Have Limited Downside

• 4/19/2010
Goldman, As Scapegoat

• 4/12/2010
Gluttons... for Bad News

• 4/5/2010
Houston, We Have Ignition

• 3/29/2010
I'm Entitled

• 3/22/2010
Sex Sells...And So Does Fear

• 3/15/2010
Getting Healthy

• 3/8/2010
What A Difference A Year Makes

• 3/1/2010
M&A Is Back

• 2/22/2010
Getting Back to Normal

• 2/16/2010
It's the Budget, Not the European Union at Risk

• 2/8/2010
Another (Half) Step Forward

• 2/1/2010
Well, Better Late Than Never

• 1/25/2010
Keep Focus on the Recovery

• 1/21/2010
Policy Incompetence

• 1/11/2010
Low Expectations Are Made to be Exceeded

• 1/4/2010
2010: The Year of Economic Recovery

• 12/28/2009
Where Does Cash Go in 2010?

• 12/21/2009
Looking Backwards to Look Forward

• 12/14/2009
Gathering Momentum

• 12/7/2009
Recovery on Track; Buy Equities, Sell Bonds

• 11/30/2009
It's A Weak Recovery, Or Is It?

• 11/23/2009
Too Big to Fail vs. Too Political to Regulate

• 11/16/2009
   Debunking Policy and Economic Myths

• 11/9/2009
   Buffett's Message

• 11/2/2009
   "I'll Get Back in When the Market Corrects"

• 10/27/2009
    Policy Needs and Timing Concerns

• 10/19/2009
   Yet another Quarter of Better-Than-Expected Earnings Growth

• 10/16/2009
   ACM Q3 2009 Private Account Performance

• 10/12/2009
    Is There A "New Normal" for Growth?

• 10/5/2009
   The Recovery Process

• 9/28/2009
   Unappreciated Risk

• 9/21/2009
   Stocks Have Moved From Being "Ridiculously Cheap" to "Very Undervalued"

• 9/14/2009
   One Year After Lehman

• 9/8/2009
   Slow Turn

• 8/24/2009
   There's A Strong Recovery Ahead in Housing

• 8/17/2009
   Will Commercial Real Estate Defer Recovery?

• 8/10/2009
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• 8/3/2009
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• 7/27/2009
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• 7/20/2009
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• 7/13/2009
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• 7/6/2009
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• 6/29/2009
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• 6/22/2009
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• 6/15/2009
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• 6/8/2009
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• 6/1/2009
   Where Are the Land Mines Hidden?

• 5/26/2009
   Is the Stock Market Rally for Real?

• 5/18/2009
   Seeds of Recovery

• 5/11/2009
   Inflation Fears Are Overblown

• 5/4/2009
   The Upside Case for the Stock Market

• 4/27/2009
   The Ship Is Turning

• 4/20/2009
   Step by Step

• 4/13/2009
   A Little Healthier, Psychologically

• 4/6/2009
   Not Out of the Woods Quite Yet

• 3/30/2009
   International Economic Games at the G20

• 3/23/2009
   Policy Engaged

• 3/16/2009
   Early Green Shoots

• 3/9/2009
   Accounting Gone Wild

• 3/2/2009
   A Good Strategic Move

• 2/27/2009
   The Value of Trust Preferred Shares

• 2/23/2009
   Nationalization Fears

• 2/17/2009
   Stop Talking, Just Do It

• 2/9/2009
   Even Bonds Offer Good Value Now

• 2/2/2009
   Dismal News Is Not Quite So Dismal

• 1/26/2009
   Two Steps Forward, One Step Back

• 1/12/2009
   Dismal Economy

• 12/22/2008
   Winter Thaw?

• 12/15/2008
   It's All about the Credit Markets

• 12/1/2008
   Still Working to Restore Confidence

• 11/24/2008
   Restoring Confidence

• 11/17/2008
   The Power of Lower Oil Prices

• 11/11/2008
   Expectations for a Long Recession

• 10/20/2008
   Coordinated Rescue Strategies

• 10/13/2008
   Seriously, Finally

• 10/8/2008
   Exceptional Action for Extraordinary Times

• 10/6/2008
   A Stitch in Time Would Have Saved Nine

• 9/29/2008
   The Melodrama Continues

• 9/28/2008
   Behind the Scenes at the Credit Crisis

• 9/22/2008
   Sifting Through the Carnage

• 9/16/2008
   Thoughts at the End of the Day

• 9/15/2008
   Wheres the Safety Net?

• 9/8/2008
   Help for the GSEs and Housing

• 9/2/2008
   Hopeful Signs of Improvement

• 8/25/2008
   Academic Debate

• 8/18/2008
   Problematic Credit Risks

Favorites

• 8/31/2009
Cash Is A Clunker

• 3/18/2009
Unraveling the Housing Market

• 1/30/2009
Leading Advisory Firm Provides Check List to Help Investors Reduce the Risk of Becoming a Ponzi Scheme Victim

• 1/5/2009
The Outlook for 2009

• 12/17/2008
This is not Your Father's Bond Market

• 12/8/2008
Mr. Market's Manic Moods

• 11/3/2008
Looking for Value; It's Everywhere

• 10/27/2008
A Letter to Treasury Secretary Paulson

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