Nassim Taleb, New York University professor and author of “The Black Swan: The Impact of the Highly Improbable“, discusses the Federal Reserve’s decision to initiate another round of quantitative easing. He also talks about his...
Read MoreA growing chorus of critics are sounding the alarm about QE2, arguing that it has the potential to be the downfall of the U.S. That’s effectively what widely-followed strategist Dick Bove of Rochdale told CNBC.Source: CNBC,...
Read MoreThis post is a guest contribution by Niels Jensen, chief executive partner of London-based Absolute Return Partners.Earlier in the year I had the pleasure of having lunch with hedge fund manager John Paulson. When asked what he...
Read MoreIn this interview, Charlie Rose sits down with Erskine Bowles and Alan Simpson Co-chairs of President Obama’s Bipartisan Deficit Commission.Click here or on the image below to view the video.Click here for a transcript of the...
Read MoreSource: Jeff Parker, Comics.com, November 12, 2010.Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreBy Cees Bruggemans, Chief Economist of FNB.South Africa has two growth engines at present on forward thrust and many drag anchors wanting it not to go anywhere.Confused?The two growth engines are household consumption, coyly...
Read MoreBy Cees Bruggemans, Chief Economist of FNB.The FNB/BER CCI held steady at a high level during 4Q2010.The two most noticeable aspects were the further improvement in sentiment about now being a good time to buy durable goods and...
Read MoreLast Friday was a miserably cold day in Interlaken where I was attending an investment conference. It was also a so-called 90% down-day for American stock markets (and many other bourses also recorded downward dynamics). A 90%...
Read MoreJeremy Grantham, chief investment strategist of Grantham Mayo Van Otterloo(GMO), recently made a rare television appearance when interviewed by CNBC’s Maria Bartiromo. In this extended interview (29 minutes), Grantham shares his...
Read MoreThis post is a guest contribution by Paul Kasriel, Chief Economist of The Northern Trust Company.Every student who took Econ 101 and stayed awake during the lectures learned that the Federal Reserve has the power to create...
Read More
