Michael Pettis, professor of finance at Peking University’s Guanghua School of Management and author of the China Financial Markets blog, has just been interviewed by the Geoff Dyer, FT’s Beijing Bureau Chief on a number of...
Read MoreSource: John Darkow, September 21, 2009. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreThis post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • Richard Beales (The New York Times): Exuberance defies sober new reality, September 17, 2009. Is...
Read MoreThis week on Consuelo Mack WealthTrack, the question is does asset allocation still work? After last year’s devastating market losses investors are justifiably rethinking their investment mix. What’s the best asset allocation...
Read More“To celebrate growing older,” Regina Brett, a columnist at The Plain Dealer, Cleveland, Ohio, in 2006 wrote the 45 lessons life taught her. She subsequently, upon turning 50, added another five. (By the way, she is 53 years old...
Read MoreMarking the one-year anniversary of the Lehman Brothers demise, risky assets last week again marched higher to the tune of economic data supporting the argument of a global economic recovery. A realization among investors that...
Read MoreThis is a guest post by Barry Ritholtz, editor of The Big Picture Blog and author of the popular book, Bailout Nation. OK, it’s time for round 2, Shedlock vs. Ritholtz. You may recall that last time, Mish & I disagreed as...
Read MoreThis post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • Spencer (Angry Bear): Stock market when EPS growth turns positive, September 18, 2009. Unless the...
Read MoreAlways worthwhile listening to, Evy Hambro, managing director at Blackrock and co-fund manager of the Blackrock Gold and General Fund, says the most important driver for the climb in gold prices has been the declining trend in...
Read MoreSource: by David Waisglass and Gordon Coulthart, September 17, 2009. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read More
