After starting the week with a broad-based sell-off, stock markets resumed their five-month uptrend as investors’ confidence in the recovery prospects of the global economy gained traction. With risky assets back in favor,...
Read More“The end game for this bullish phase [on stock markets] needs to be considered well before the event. While the timing is largely guesswork at this stage, the usual causes are not. Bull markets are usually assassinated by...
Read MoreThis post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • Andy Xie (Caijing.com.cn): New bubble threatens a V-shaped rebound, August 20, 2009. Instead of a...
Read MoreThis post is a guest contribution by Rebecca Wilder*, author of the of the News N Economics blog. Today I plan to rant just a bit about consumption because I was reading Yyves Smith’s article today, and she referred to...
Read MoreSource: Robert Ariail, August 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 MoreSince joining Gluskin Sheff & Associates from Merrill Lynch a few months ago, the daily research reports from chief economist and strategist David Rosenberg have been a breath of fresh air in the world of the “dismal...
Read MoreThis post is a guest contribution by Paul Kasriel* of The Northern Trust Company. We hear a lot of concern that the Fed’s mushroomed balance sheet over the past two years is setting the stage for a 1970s style inflation...
Read More“And what do you mean to be?” The kind old Bishop said As he took the boy on his ample knee And patted his curly head. “We should all of us choose a calling To help Society’s plan; Then what do you mean...
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): No bull! Rally hits the wall, August 19, 2009. Coming off a...
Read MoreThis is a guest post by Barry Ritholtz, editor of The Big Picture Blog and author of the popular book, Bailout Nation. I am not sure what to make of this Business Week cover: It shows an ostrich, with its head buried in the...
Read More
