Archives for December 2008

Monthly Archives: December 2008

Emerging Markets in 2009

Michael Hartnett, Chief Global Emerging Markets Strategist, Merrill Lynch is interviewed by Bloomberg TV, December 12, 2008 (click to view below), reg ...
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Memo to All My Valued Employees

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 ...
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Jim Rogers: Outlook for 2009

Jim Rogers speaks candidly with Bloomberg (December 23, 2008) about his outlook for 2009. The American economy will likely be the worst since World Wa ...
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Commodities Performance in 2008

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, t ...
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Video-Rama: Will Markets Bail You Out in '09?

Only four more trading sessions remain before we close the door on 2008 – and none too soon, many investors would say. But moving from ’08 to ’09 will ...
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Madoff's Volatility

Felix Salmon Writes: A longtime reader of this blog got himself Bernie Madoff's return series from a Fairfield Sentry marketing document and plugged i ...
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Oil Breaks $35: Commodities Snapshot

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 burs ...
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Rio Tinto/BHP Billiton at parity

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 ...
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Paul Krugman: The Madoff Economy

The costs of "America's Ponzi Era": The Madoff Economy, by Paul Krugman, Commentary, NY Times: The revelation that Bernard Madoff - brilliant investor ...
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Healthy Diversion Brings Smiles

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 ...
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Tom Stanley's Investment Philosophy

Tom Stanley, founder of Resolute Funds, has earned a stellar reputation as one of North America's greatest investors. This year has not been kind to i ...
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The Yield Curve is Flattening?

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: Eri ...
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Hugh Hendry: Commodities Stocks to Remain Weak?

Hugh Hendry, the eloquent and outspoken CIO, Eclectica Asset Management, in an appearance on CNBC's PowerLunch (Dec. 10) shares his thoughts on agricu ...
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Donald Coxe on BNN (12/12/2008)

Donald Coxe, BMO Capital's Chief Investment Strategist, appeared on BNN, December 12, 2008. ...
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World Markets Snapshot (12/10/2008)

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 on ...
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