This post is a guest contribution by Dian Chu, market analyst, trader and author of the Economic Forecasts and Opinions blog. Concerns over the global imbalance resulting from large Chinese current account surplus and large U.S....
Read MoreSource: Steve Sack, Comics.com, March 18, 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 investors’ risk appetite emboldened by the prospects of an economic recovery, emerging-market equities (+104.0%) have outperformed mature-market equities (+73.3%) by a considerable margin since the commencement of the...
Read MoreI last week posed the question “Is real estate rolling over?” in a post including fairly bearish commentary from Robert Cambell’s Campbell Real Estate Timing Letter. I also included a chart of the SPDR S&P Homebuilders ETF...
Read MoreThis post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • Editorial (The Wall Street Journal): The doctors of the house, March 21, 2010. While the passage of...
Read MoreThe “extended period” language, again used by the Federal Open Market Committee (FOMC) in its recent communiqué, is putting us [the Fed] in a box, Saint Louis Federal Reserve President James Bullard tells CNBC. Source: CNBC,...
Read MoreSource: John Sherffius, Comics.com, March 17, 2010. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreThis post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • The Economist: It wasn’t us! March 18, 2010. Alan Greenspan and Ben Bernanke still do not believe...
Read MoreThe post below is a guest contribution by Andrew Sheng*. The banana kingdom was in deep trouble. After the failure and rescue of Banana Bank, the government poured lots of funds into the bank and enjoyed a temporary revival. But...
Read MoreSource: Chuck Asay, Comics.com, March 19, 2010. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
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