Gary Shilling, president of A. Gary Shilling & Co., talks about Europe’s sovereign debt crisis and the prospects for the euro and U.S. Treasury market.Source: Bloomberg (via YouTube.com), July19, 2010.Considering the...
Read MoreThis post is a guest contribution by Asha Bangalore, vice president and economist of The Northern Trust Company.Chairman Bernanke is scheduled for the semi-annual testimony about the economy at the Senate Banking Committee on...
Read MoreSource: Small World, GoComics.com, July 19, 2010.Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreI posted a table yesterday showing the public-debt situation of emerging vs mature countries. “The contrast is staggering … This trend [of escalating debt in mature markets and declining debt in emerging countries] represents a...
Read MoreThis post provides links to a number of interesting articles I have read over the past few days that you may also enjoy.• John Mauldin (Thoughts from the Frontline and Investors Insight): The debt supercycle, July 17, 2010.•...
Read MoreOn this week’s WealthTrack, Consuelo Mack interviewsa journalist who is considered to be a must read among top investors. Roger Lowenstein is a former Wall Street Journal reporter who has written books covering subjects ranging...
Read MoreThis post is a guest contribution by Dian Chu, market analyst, trader and author of the Economic Forecasts and Opinions blog.With op-ed pieces such as ”Budget Deficits: Spend Now, Save Later“, it is no surprise that Paul Krugman...
Read MoreBy Adrian Clayton, Alphen Asset Management.I don’t know about you, but I have become a self proclaimed soccer expert. Never short of a view on the strikers, quick to criticize coaches on substitutions and boasting deep insights...
Read MoreSource: Jeff Stahler, Comics.com, July 15, 2010.Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreBy Cees Bruggemans, chief economist of First National Bank.In another major landmark speech, SARB Governor Marcus last week took stock of the global economy, financial markets and the South African economy.It was a major tour de...
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