The report below comes courtesy of Nouriel Roubini’s team of analysts at RGE.The chef on the Titanic is said to have survived the icy waters by thinning his blood with booze as the band played on. China’s approach to...
Read MoreAbhay Deshpande, portfolio manager of First Eagle Global Funds, tells CNBC why he thinks Japanese and US companies are the most attractive right now.Source: CNBC, December 28, 2010.The graph below shows the price chart of the...
Read MoreSource: Glenn Foden, December 27, 2010.Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreThe first trading day of the week was a somewhat dreary affair, not unlike the weather in the Northern hemisphere. Following the Christmas day rate hike in China, most major U.S. stock market indices managed to reverse earlier...
Read MoreEpisode 1 (part 1): Nobel laureate Joseph Stiglitz and former Reserve Bank of India (RBI) governor YV Reddy on the impact of QE2 on the US economy, dollar devaluation and currency wars, India’s inflation problem and a...
Read MoreDoug Short maintains a particularly interesting suite of stock market charts on his site dshort.com. By means of example, he has just updated his chart entitled “Real mega-bears”, an inflation-adjusted overlay of...
Read MoreChina’s rate hike is the first of many global rate hikes to come, according to Peter Boockvar, an equity strategist at Miller Tabak. [PduP: Russia actually increased rates a day before China, also citing inflationary...
Read MoreThrough the “noise” of the year-end soothsaying contests, Ramond James’s Chief Investment Strategist Jeffrey Saut reminds us of some simple investment lessons. He specifically refers to those published by...
Read MoreDavid Rosenberg, chief economist at Gluskin Sheff & Associates, tells CNBC another decline in housing prices is being underestimated.The Case-Shiller Indices are announced before the opening bell this morning and should be...
Read MoreDennis Gartman, founder of “The Gartman Letter“, tells CNBC that China’s rate increase won’t put the breaks on the bull market. Steve Cortes of Veracraz has an opposing view.Source: CNBC, December 27,...
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