Michael Hartnett, Chief Global Emerging Markets Strategist, Merrill Lynch is interviewed by Bloomberg TV, December 12, 2008 (click to view below), regarding his outlook for Emerging Markets in 2009. Here is a summary of that conversation: Volatility of ...Read more Comments Off on Emerging Markets in 2009
Monthly Archives: December 2008
Listening to AM640 here in Toronto today, I heard an excellent discussion about the letter from "The Boss," a truth-be-told debate about the value of tax-cuts, stimulus and taxation. In the current climate of government intervention, and neo-socialism, ...Read more 5
Jim Rogers speaks candidly with Bloomberg (December 23, 2008) about his outlook for 2009. The American economy will likely be the worst since World War II. Policy mistakes could precipitate a depression, as in 1929, when policy makers ...Read more Comments Off on Jim Rogers: Outlook for 2009
Commodity price performance has been a wild ride in 2008. The record of price movement is outlined in the table and chart below. For each commodity, the table details year-to-date (YTD) %-age change, drop from 52-week high, and ...Read more Comments Off on Commodities Performance in 2008
Felix Salmon Writes: A longtime reader of this blog got himself Bernie Madoff's return series from a Fairfield Sentry marketing document and plugged it into an Excel spreadsheet; he then graphed the one-year rolling volatility of Madoff's returns. ...Read more Comments Off on Madoff's Volatility
It wasn't that long ago, June 19, 2008, we had a conversation with Stephen Briese, author of the Committments of Traders Bible about the imminent bursting of the oil and commodities bubble (200 Days of Oil Supply Held ...Read more Comments Off on Oil Breaks $35: Commodities Snapshot
Yep, the share prices of the two mining giants have crossed. After suffering another sickening fall on Thursday, Rio shares (down 10 per cent) are now trading at £10.40, about 4p lower than BHP’s. This is seriously embarrassing ...Read more Comments Off on Rio Tinto/BHP Billiton at parity
First Round Capital, a VC firm has created something really special here that proves that life's simple pleasures are the best cure. Dancing, Laughter and Busting Loose are contagious. Check it out, click play to see for yourself. ...Read more Comments Off on Healthy Diversion Brings Smiles
Long-term government bond yields are dropping everywhere. Is anybody going this way? Here is what some of the folks in the bond market are saying: Eric Lascelles, Chief Economic and Rates Strategist, TD Securities Inc.: "It is remarkable, ...Read more Comments Off on The Yield Curve is Flattening?
Hugh Hendry, the eloquent and outspoken CIO, Eclectica Asset Management, in an appearance on CNBC's PowerLunch (Dec. 10) shares his thoughts on agriculture commodities stocks such as Potash, and Syngenta. Among other things, Hendry makes a forthright confession ...Read more Comments Off on Hugh Hendry: Commodities Stocks to Remain Weak?
Below is the World Markets Snapshot published by The Economist, Year-to-Date to December 10, 2008. Among the notable double-digit performers in the one-week column, as markets have recently rallied, are Hong Kong (+14.6%), India (+10.4%), Singapore (+11.0%), Brazil ...Read more Comments Off on World Markets Snapshot (12/10/2008)