Bill King, Chicago-based author of insightful The King Report, said the following about the sell-off in the government bond market:“With bonds in collapse, a choir of know-nothings and know-littles are braying that the reason...
Read MoreJim Chanos, founder and president of Kynikos Associates, is shorting China saying the nation’s economy is on the treadmill to hell. However, legendary contrarian investor Jim Rogers disagrees and is wondering whether Chanos will...
Read MoreI have often in the past quoted Albert Edwards of Société Générale, but Dylan Grice, his colleague on the SocGen Cross Asset Research Team, is equally sharp (and entertaining). Below are a few food-for-thought paragraphs and a...
Read MoreFrom the summer of 2010 until now, Swedish Television has been following the secretive media network WikiLeaks and its enigmatic Editor-in-Chief Julian Assange. Reporters Jesper Huor and Bosse Lindquist have traveled to key...
Read MoreThe price of gold and Western stock markets are likely to see strong gains in the new year, but the recent selloff in long-dated government bonds could be stalled by the Federal Reserve, Robin Griffiths, technical strategist at...
Read MoreThis post is a guest contribution by Asha Bangalore, vice president and economist at The Northern Trust Company.The Fed is essentially on a watch-and-wait mode. The asset purchase plan of $600 billion of longer-term Treasury...
Read MoreElizabeth Warren, the White House advisor in charge of setting up a consumer financial protection bureau, discusses big bank profits and Wall Street bonuses with Bloomberg.Source: YouTube, December 15, 2010 (hat tip: Financial...
Read MoreSource: Tony Auth, SlateV.com, December 13, 2010.Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreManufacturing PMIsI remarked in a post on Friday that the November manufacturing PMIs came in much stronger than the market and I expected. Only Spain, Italy and Australia reported weaker growth, with the U.S. marginally lower....
Read MoreThis post covers a comprehensive video set of the recent “Value Investing Conference” at Darden School of Business / McIntire School of Commerce.The theme deals with“Reset or Recovery? The Macroeconomy and Value Investing” and...
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