Joseph Stiglitz recently delivered a thoughtful lecture on reforming economic theory at George Soros’ Institute for New Economic Thinking (INET). Stiglitz’s proposal ignores theories like the efficient market hypothesis that,...
Read MoreSource: Tom Toles, Washingtonpost.com, April 27, 2010. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreWith global equity markets losing steam in the last few days, it is no wonder we are hearing more and more talk about markets being overbought and overvalued in the short term. The FTSE/JSE All Share Index is no exception and we...
Read MoreWe tend to focus most of our stock market valuation models on the relationship between earnings per share (EPS) and price, currently indicating an overvalued market whichever way you slice and dice the numbers. The chart below,...
Read MoreBarry Ritholtz, chief executive of FusionIQ and author of the book “Bailout Nation”, talks with Bloomberg’s Deirdre Bolton and Keith McCullough, chief executive of Hedgeye Risk Management, about the outlook for the SEC’s fraud...
Read MoreThe comments below were provided by Kevin Lane of Fusion IQ. As seen in the chart below, the S&P 500 still remains above its uptrend line (green line). As long as this is the case investors have to respect the long trade....
Read MoreCNBC’s Maria Bartiromo has just penned a book entitled The 10 Laws of Enduring Success. “Now is the best time to writing about success,” she told Yahoo Finance – Tech Ticker. Hopefully this book marks the end of the avalanche of...
Read MoreThis post is a guest contribution by Asha Bangalore* of The Northern Trust Company. The FOMC meeting of April 27–28 is nearly certain to end with no change of the federal funds rate. The key phrase “exceptionally low levels of...
Read MoreSource: John Darkow, Comics.com, April 23, 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 “Bob Farrell’s 10 rules for investing” a few days ago, and these words of wisdom turned out to be popular reading material. Given the debate as toas to whether the US stock markets are experiencing a primary (secular)...
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