Today’s quote du jour comes from Barry Ritholtz, editor of The Big Picture blog and author of Bailout Nation, who said: “The new ‘Banksters’ are proving Willie Sutton [prolific US bank robber] wrong. Sutton famously answered the...
Read MoreTim Bond, head of asset allocation at Barclays Capital, discusses in the video clips below the outlook for Chinese growth, as well as government bond yields and when the Federal Reserve Board will start raising rates. FT’s...
Read MoreSource: Tom Toles, The Washington Post, June 23, 2009. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreThe week started on a dismal note for global stock markets with the MSCI World Index and the MSCI Emerging Markets Index down by 2.7% and 1.9% respectively. The declines were not unexpected as fundamental and technical measures...
Read MoreThis post is a guest contribution by Bill King*, well-respected andstraight-talking author of The King Report. For the past few weeks we have provided ample evidence, mostly via private industry data and oration, that “green...
Read MoreCorporate spreads have declined considerably since the “panic peaks” of late last year. For example, the current Baa spread in the US is 374 basis points compared with 611 basis points in December as shown in the chart below....
Read MoreSource: John Cole, June 22, 2009. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreThe comments below were provided by Kevin Lane of Fusion IQ. As seen in the chart below, the S&P 500 Index bounced off its uptrend line near 900 a few sessions ago and managed a slight rally. However, that rally stalled at...
Read MoreThis post is a guest contribution by Rebecca Wilder*, author of the of the News N Economics blog. Consumption spending is the “wild card” for the economic outlook in many developed economies (and developing, too, i.e., China)....
Read MoreSource: Walt Handelsman, Newsday, June 18, 2009. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
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