Withdrawing economic stimuli and tightening monetary policy are very difficult future policy choices, but something has to be done because asset bubbles have started to take shape, Nouriel Roubini, chairman of Roubini Global...
Read MoreWhile the AIG controversy rages and the enquiry into the bailout gathers momentum, Professor Linus Wilson of the University of Louisiana (via Clusterstock) has put together a helpful chart showing exactly how the bailout was...
Read MoreThis is a guest contribution by Kalpa, author of the Financial News Express blog. On Monday, I included the most recent John Mauldin newsletter in my links: Thoughts on the End Game. I find Mauldin’s read on the state of the...
Read MoreSource: Nate Beeler, 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 MoreAs far as leadership since the start of the nascent US stock market correction on January 20 is concerned, it is interesting that cyclical sectors such as the Materials SPDR (XLB), Financial SPDR (XLF), Energy SPDR (XLE) and...
Read MoreBill Gross, co-founder and co-CIO of PIMCO, is to my mind one of the shrewdest money men around. His monthly newsletter, this month entitled “The Ring of Fire”, therefore always makes for thought-provoking reading. The following...
Read MoreWith the “Volcker Rule” regarding US financial regulation taking center stage, Paul Volcker’s response to questions on financial innovation at the “Future of Finance Initiative” six weeks ago makes for interesting viewing...
Read MoreThis week on Consuelo Mack’s Wealthtrack: successfully navigating Wall Street, investment strategy and stock picking with “financial thought leader” Bob Doll, BlackRock’s Vice Chairman, Global Chief Investment Officer, and...
Read MoreThe post below is a guest contribution by Comstock Partners, the highly regarded investment manager run by Charles Minter. Barron’s magazine printed the first part of its annual Roundtable discussion of 2010 this past week. We...
Read MoreIn “Fear the boom and bust”, John Maynard Keynes and F.A. Hayek, two of the great economists of the 20th century, come back to life to attend a conference on the economic crisis. Before the conference begins, and at the...
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