Last night, my kids and I were sitting in the living room and I said to them, ‘I never want to live in a vegetative state, dependent on some machine and fluids from a bottle. If that ever happens, just pull the plug.’ They got...
Read MoreEd Yardeni, president of Yardeni Associates, sits down with Aline van Duyn, US markets editor of the Financial Times in New York, sharing his views on bond vigilantes, US mortgage rates and other potential risks for 2010. Part...
Read MoreI posted a short piece on Christmas eve on the so-called Santa Claus Rally. Just to recap: “According to Jeffrey Hirsch (Stock Trader’s Almanac), the ‘Santa Claus Rally’ normally occurs during the last five trading days of a...
Read MoreThis post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • Leslie Norton (Barron’s): A Japanese Rx for the west: keep spending, January 4, 2009. An interview with...
Read MoreThe interesting graph below by Morgan Stanley strategist Teun Draaisma, courtesy of The Money Game – The Business Insider, looks at the last few recessions, and specifically the timing of three subsequent economic events:...
Read MoreThe global economic rebound is likely to be even stronger than many have anticipated and developed markets have the potential to outperform emerging markets, Jim O’Neill, head of global economic research at Goldman Sachs, told...
Read MoreThe paragraphs below have been borrowed from friend Paul Kedrosky’s Infectious Greed blog and are posted without further comment. “Lucy Kellaway’s latest, about clichés and lazy writing in the business world, got me thinking...
Read MoreSource: Tom Toles, Slate.com, January 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 MoreDead on target at the beginning of the new year, 76-year-old Byron Wien again published his annual list of surprises to expect in 2010. Wien, Vice Chairman of Blackstone Advisory Services and one of Wall Street’s best known...
Read MoreAs shown in the graph below, courtesy of Clusterstock – Business Insider, the latest figures from the St. Louis Fed show that commercial and industrial lending is still declining. The dilemma is that US banks can borrow...
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