I have often said that the U.S. is not in a position to smack its largest creditor in the face as seems to be happening more regularly, especially regarding the renminbi peg and trade barriers. I have been wondering how the...
Read MoreThis week on Wealthtrack, Consuelo Mack conductsan exclusive television interview with third generation value investor Christopher Davis. This former Morningstar “Money Manager of the Year” discusses how family tradition helps...
Read MoreSource: Steve Kelley, April 9, 2010. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreIs the rising gold price conveying a particular message about higher inflation ahead? Glancing over a number of economic charts (while I am waiting for a connecting flight at Sao Paulo airport), showed up rather interesting...
Read MoreJohn Bogle, the founder of the Vanguard Group, speaks with John Authers, investment editor of the Financial Times, about financial reform, reforming investment management in the wake of the financial crisis, and the efficient...
Read MoreThis post is a guest contribution by Niels Jensen*, chief executive partner of London-based Absolute Return Partners. “When the facts change, I change my mind.” John Maynard Keynes In last month’s letter I looked at the...
Read MoreSource: Michael Ramirez, April 7, 2010. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreFor those not up to speed with my travel movements, I have been on the road in South America for the past 10 days and will be heading north to the U.S. to La Jolla later today. My weekend will be spent at the annual get-together...
Read MoreJames Grant, editor of Grant’s Interest Rate Observer, talks with Bloomberg about former Fed Chairman Alan Greenspan, specifically about testimony by the “Maestro” in front of the Financial Crisis Inquiry Commission hearing....
Read MoreThe comments below were provided by Kevin Lane of Fusion IQ. The S&P 500 Index is still in the confines of an up channel (green lines in the chart below). Yesterday’s close brings the Index close to our first target and...
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