As the stock market indices are flirting with key charting levels and we are waiting for Mr Market to show his hand, it is useful to get an update on the outlook from Jeremy Grantham. Grantham, chairman of Boston-based GMO, was...
Read MoreBy RGE Monitor The Central and Eastern Europe (CEE) region is the sick man of emerging markets. While the global crisis means few, if any, bright spots worldwide, the situation in the CEE area is particularly bleak. After almost...
Read MoreA perfect storm of a deepening global recession and banking woes last week battered equities and supported the safe havens of the US dollar, government bonds and gold bullion. A dismal corporate earnings outlook, fears about...
Read MoreBy RGE Monitor Bank rescue via TARP funds, the bailout of the GSEs and two fiscal stimulus packages have put severe pressure on the US fiscal deficit since 2008. Despite having little bang for the buck in the short-term, the...
Read MoreStock markets remain caught between the actions of central banks frantically trying to fend off a total economic meltdown on the one hand, and a worsening economic and corporate picture on the other. Meanwhile, the Dow Jones...
Read MoreThis post is a guest contribution by Vitaliy N. Katsenelson*, author of Active Value Investing: Making Money in Range-Bound Markets and director of research at Investment Management Associates. The stock market has dropped....
Read MoreThis post is a guest contribution by Bennet Sedacca*, President of Atlantic Advisors Asset Management Over the past year or so, I have used imagery such as hurricanes, tsunamis, and avalanches to tie in my thoughts about the...
Read MoreI published the first part of Jeremy Grantham’s quarterly newsletter, “Obama and the Teflon Men, and Other Short Stories (Part 1) on this site a few weeks ago. The second part of the newsletter by the chairman...
Read More“Words from the Wise” this week comes to you from my abode in a visibly depressed Europe, from where I am compiling this report as welcome relief from gloomy conversations with taxi drivers and cheerless meals in...
Read MoreWhen I nervously posted my first article on the WordPress blogging template in June 2007, I did not in my wildest dreams anticipate the extraordinarily fulfilling experience that lay ahead. But I have realized all along that to...
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