This week on Wealthtrack, Consuelo Mack sits down with Steven Romick, the founder and portfolio manager of the five star FPA Crescent Fund. Romick’s contrarian views and go anywhere, invest in anything style have put him in the...
Read MoreThis post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • Randall Forsyth (Barron’s): After lost decade, it’s still tough to find returns, February 26, 2010. Low...
Read MoreSource: Chris Britt, Comics.com, February 25, 2010. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreJames Montier, a member of GMO’s Asset Allocation Team, examines whether we learned anything from the market declines of 2008 and early 2009. In this paper – his first since joining GMO from Société Générale – he...
Read More“As long as the Fed is going to make money free … it’s hard to find a short,” said blogger and FusionIQ CEO Barry Ritholtz. According to Yahoo Finance – Tech Ticker, he is not as bullish as he was last March when he called...
Read MoreThe comments below were provided by Kevin Lane of Fusion IQ. As seen from the chart below, the S&P 500 Index hit minor resistance a few trading sessions back near the 1,112 level(red line and red arrow). Until this level is...
Read MoreThis post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • Stephen Fidler (The Wall Street Journal): The Euro’s final battleground: Spain, February 25, 2010. Greece...
Read MoreCharlie Rose sits down with Peter Orszag, White House Director of the Office of Management and Budget. A link to the transcript of the interview follows at the end of the post Click here or on the image below to view the video....
Read MoreSource: Jeremy Nell, February 11, 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 post below is a guest contribution by Marty Weiner of Comstock Partners, the highly regarded investment manager run by Charles Minter. We have been strong believers in the deflation theme since we have been writing these...
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