I yesterday posted part 1 of a two-part interview with GMO’s James Montier. The interview comes courtesy of Miguel Barbosa, editor of the Simolean Sense blog, who has kindly given me permission to publish this excellent material...
Read MoreThe Daily Reckoning Financial Darwin Awards recognize the efforts of companies that, through dedication to idiocy, ended their own lives. The recipient of the dumb-dumb award, as well as the names of the finalists, are given...
Read MoreThe comments below were provided by Kevin Lane of Fusion IQ. Liquidity is a powerful tool. Given that liquidity goes hand in hand with sentiment, liquidity tends to be at its highest when equities are at their lows and investor...
Read MoreSource: Unknown Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreMadoff hunter Harry Markopolos talks with David Weidner about how the SEC has fared since the Ponzi scheme was uncovered, and about what kind of regulatory role he would accept in Washington. Source: The Wall Street Journal,...
Read MoreSource: John Darkow, Comics.com, March 5, 2010. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreThe bull market that commenced on March 9, 2009, has just market its first anniversary. A summary of the movements of major global stock markets for the past 12 months, as well as various other measurement periods, is given in...
Read MoreJames Montier needs no introduction to the readers of Investment Postcards. Prior to joining Jeremy Grantham’s GMO in 2009, he was co-head of Global Strategy at Société Générale. Montier is the author of several books, including...
Read MoreI reported previously on the DiscoverCard Small Business Watch, i.e. monitoring small businesses with cash flow issues. As seen in the graph below (courtesy of Clusterstock – Chart of the Day), the situation has improved...
Read MoreA recent Q&A with Mark Mobius, Templeton Asset Management’s emerging markets guru, follows below, courtesy of the company’s Market Views newsletter. What are the pros and cons of investing directly in emerging market...
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