If more evidence was required for the need for infrastructure spend in China, the following snippet from the UK’s Daily Express (via John Husselbee) strengthens the argument: “When you share your country with more...
Read MoreWhile the deflation/inflation debate rages on, the jump in US government bond yield (and stronger commodities and weaker US dollar) seems to indicate that deflationary pressures are moderating. The chart of the US 10-year...
Read MoreRobert Shiller was among the very few to warn of a housing bust before it happened. Now he says that although the housing market could be approaching a bottom, prices might remain in the “doldrums” for years to come...
Read MoreThis post is a guest contribution by Rebecca Wilder*, author of the of the News N Economics blog. I compare three competing monthly home price indices: the S&P Case Shiller Composite 20, the FHFA purchase-only index, and the...
Read MoreSource: Scott Stantis, Slate.com, July 19, 2009. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreBy Cees Bruggemans At what point does GDP (the value of all goods and services produced in the economy, excluding inflation) stop dropping, ending recession? When does activity start rising again, heralding recovery? Recession...
Read MoreThe second anniversary of the credit crisis has arrived and, in the light of the plethora of fiscal and monetary policy initiatives, it makes for interesting reading to reflect upon how the US economic landscape has changed...
Read MoreThis post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • John Hussman (Hussman Funds): Tending seeds – reacting, responding, planting and watering,...
Read MoreThe following humorous snippet comes from Joshua Brown at The Reformed Broker blog site: Lucas Van Praag probably has one of the toughest (albeit well-compensated) jobs on the planet these days. As the Global Head of Corporate...
Read MoreSince my return from Europe a few days ago, I have been experiencing constant internet connectivity problems. This has hampered my efforts to compile a decent version of the “Words from the Wise” review this week. My...
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