Archives for January 2009

Monthly Archives: January 2009

Video-Rama: Global Economy Banked Into Recession

While financial markets remained mired in uncertainty, the who’s who of global economics descended on Davos in Switzerland for the annual meeting of t ...
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Jeremy Grantham: <em>Riveting</em> Interview with Steve Forbes

Whoa! Jeremy Grantham gives a riveting, in-depth, specific and eloquent must-see interview. It is a clear and enlightening discussion with one of the ...
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David Swensen on Charlie Rose

David Swensen, legendary portfolio manager and CIO of the Yale Endowment speaks to Charlie Rose in a rare 15-minute interview. The first interview fea ...
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Baltic Dry Index Up 7 Straight Days Bullish Sign

The Baltic Dry Index, the indicator of global shipping activity is now sitting at 1014, having hit its low of 663 December 5, 2008. This is a valuable ...
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Where Credit’s Due

Michael Gregory, Senior Economist, BMO Financial Group, posits in the latest issue of Focus that recovery in credit formation has and will be key to e ...
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Albert Edwards: Back in the bear camp

Albert Edwards, London-based strategist of Société Générale, has always been a firm favourite among Investment Postcards’ readers. His latest research ...
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Nouriel Roubini: “The worst is yet to come.”

Nouriel Roubini, or RGE Monitor and NYU Stern School of Business, appeared on CNBC, January 15, 2009, to discuss his outlook for 2009. Roubini's best- ...
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Hugh Hendry: Outlook for 2009

Hugh Hendry visited CNBC on January 12, 2009, and the entirety of the available footage of his commentary is worthy of your attention. In previous art ...
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Cast Your Vote: Recession or Depression?

This post is a guest contribution by Bennet Sedacca*, President of Atlantic Advisors Asset Management. As unpopular as it may have been over the past ...
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Teresa Lo’s Rules of Market Survival

Teresa Lo, founder of InvivoAnalytics, retired from the securities industry in 1998 after a twelve-year career.  Since then, she has helped thousands ...
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World Markets Performance 2009 YTD

Year-to-date equity market performance has been bleak, considering that out of 84 countries, 19 are up and the remainder are down. 17 countries are do ...
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Meredith Whitney: Banks Not Facing the Music

Meredith Whitney, Managing Director, CIBC Oppenheimer has submitted an op-ed to FT.com, America's Banks Need to Hold a Yard Sale, in which she opines ...
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Words from the (investment) wise for the week that was (January 19 – 25, 2009)

Fears about the intensity of the global recession and renewed skepticism regarding the beleaguered financial sector fueled a flight to safety during t ...
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Jeremy Grantham: Obama and the Teflon Men, and other Short Stories

In October last year perennial bear Jeremy Grantham, chairman of Boston-based GMO, said: “We are reconciled to buying too soon, but we recognize that ...
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Interview: Marc Faber Downbeat on Bailouts

Marc Faber, the publisher of the Gloom, Doom and Boom Report, told CNBC that the new bank bailouts are not likely to work because they are run by the ...
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