This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • Caroline Baum (Bloomberg): U.S. Economy needs more compost, fewer chemicals, April 20, 2010. Inflation or...
Read MoreIn this three-part interview with the FT’s Anousha Sakoui,Mike Amey, Pimco’s UK portfolio manager, discusses the outlook for UK bonds and the Greek debt situation. Part 1: UK bonds – worrying prospects Amey raises concerns about...
Read MoreI yesterday published a great presentation by Paddy Hirsch of Marketplace on the Goldman Abacus deal (see Goldman charges made simple). Today, Clusterstock – Business Insider provides a diagram, mapping out the structure of the...
Read More“While the global economy may grow rapidly the developed world’s share is likely to come under tremendous pressure and as its bargaining power wanes it will be confronted by a simple choice: should it grow old gracefully,...
Read MoreSource: Tom Toles, GoComics.com, 17 April 2010. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreLots of people are puzzling through the SEC’s fraud allegations against Goldman Sachs, trying to work out how it allegedly committed fraud. The way Paddy Hirsch of Marketplace sees it, it’s a bit like a bookie and gambler...
Read MoreWilliam Black, a professor at the University of Missouri at Kansas City, talks with Bloomberg’s Lori Rothman about the impact of the SEC lawsuit against Goldman Sachs Group Inc. on legislation overhauling the financial...
Read MoreThe April edition of Donald Coxe’s Basic Points research report (subtitled “A slow boat to China”) has just been published. His investment recommendations, as summarized in this document, are listed in the paragraphs below, but...
Read MoreJeremy Grantham, founder and chief strategist at GMO, shares his views on bubbles with FT’s Pauline Skypala. He says two currently still exist in UK and Australian house prices and two could form in emerging markets and...
Read MoreThe comments below were provided by Kevin Lane of Fusion IQ. Goldman Sachs (GS), the subject of civil fraud charges over its dealings in subprime mortgages, caused the rest of the financial sector to catch a cold at the close of...
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