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The Short Case For Simon Property Group
Financial Sector and Stocks Analysis from Seeking Alpha
Tue, 6 Mar 2012
By Danny Furman: As equity markets worldwide rebounded sharply in 2009 and 2010, investors remained cautious. Scars were still fresh from the crash in 2008, unemployment continued to rise throughout developed economies, commodity prices outperformed equities, and residential real estate, the ...
Morningstar's Bob Johnson outlines what changes in services versus manufacturing, high-end versus low-end retailing, commodityprices , and business spending could mean for the economy in 2012.
February's across-the-board jobs growth is more evidence that the recent string of good employment news is not a fluke and could continue throughout the year, say Morningstar's Vishnu Lekraj and Bob Johnson.
Morningstar's Bob Johnson and Vishnu Lekraj see plenty of evidence that February's jobs report will continue the strong trend, but some headwinds remain.