Events this week were dominated by the announcement of US Treasury Secretary Geithner’s Financial Stability Plan and a deal reached in the Senate on the Economic Stimulus Bill. However, the big bail-out bang soon whimpered...
Read MoreSince Donald Coxe’s departure from BMO towards the end of last year, I have been inundated with enquiries about whether his much-revered “Basic Points” research reports would still be published. The good news...
Read MoreI am spending the next few days in Europe on a short business trip. First stop is Dublin where the temperature is icy, the mood is dour, property prices are plunging, the queues for jobless claims are five hours long, the...
Read MoreBy RGE Monitor On February 10 Treasury Secretary Timothy Geithner presented the administration’s Financial Stability Plan to deal with the financial system’s toxic asset overhang and ease, if not reverse, the ongoing...
Read MoreWhile on the road in Europe, I am posting a thought-provoking video featuring Nouriel Roubini, professor of economics at New York University and chairman of RGE Monitor, and Nassim Taleb, author of The Black Swan. The discussion...
Read MoreGlobal stock markets shrugged off dire news on the US employment front, arguing that the gloomy data would hasten US lawmakers’ passage of a stimulus package. After falling for four straight weeks and recording the worst...
Read MoreThis post is a guest contribution by Richard Berner of Morgan Stanley. Hopes are strong that a combination of timely fiscal stimulus and a fix for the financial system will end the US and global recession and promote recovery....
Read MoreThis post is a guest contribution by Niels Jensen*, chief executive partner of London-based Absolute Return Partners. When the euro was introduced about ten years ago, the pessimists didn’t give it much chance of reaching...
Read More“Stimulus” and “fixing the banks” are the key words dominating this week’s batch of video clips. Although the mood is decidedly gloomy, if not outright doom, good viewing material was produced. A...
Read MoreThis post is a guest contribution by Jeffrey Saut, Chief Investment Strategist and Managing Director of Equity Research at Raymond James & Associates. I believe “income” will be a profitable investment theme for...
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