The world debt overhang is threatening the world recovery, because markets will realize at some point how risky it is and the yields on bonds will increase, Niall Ferguson, professor of history at Harvard University, told CNBC...
Read MoreThe comments below were provided by Kevin Lane of Fusion IQ. As seen above in the chart below, individual investor allocations to equities have only recently moved back above its 21-year mean allocation of 60%. The massive...
Read MoreFollowing President Obama’s State of the Union address (on which I posted a short piece yesterday), it makes for interesting reading to consider his approval rating against the background of the historical pattern. According to...
Read MoreThe world economy is likely to crash and burn if it keeps gorging on debt, Kenneth Rogoff, professor of economics at Harvard University, told CNBC in Davos on Thursday. Source: CNBC, January 28, 2010. Did you enjoy this post? If...
Read MoreThis post is a guest contribution by Rebecca Wilder*, author of the of the News N Economics blog. At least that is the way I read today’s monetary policy release. According to the statement released today: “The Bank of Japan...
Read MoreMuch of Africa managed to avoid recession in 2009, but the social costs of the crisis could increase significantly in 2010 with rising regional unemployment. How can the continent improve its regional collaboration going...
Read MoreSource: Mike Keefe, Comics.com, January 26, 2010. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreI mentioned in a post two days ago that all the major stock market indices were still trading above the key 200-day moving averages – an indicator of the primary trend. The Shanghai Composite Index (2,994 this morning) has...
Read MoreThe comments below were provided by Kevin Lane of Fusion IQ. A few days before the correction began, we stated: “Now that said, can we have a correction of five to ten per cent? Of course!! However, we continue to find it hard...
Read MoreI have done a quick textual analysis of President Obama’s SOTU speech. This is a way of visualizing word frequencies at a glance. As to be expected “jobs” commanded a high position, having been referred to on 29 occasions,...
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