Why China Can't Divorce the Dollar
Yesterday, we discussed the hype about the imminent death of the US dollar that is bubbling up these…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
WealthTrack: "One Investment" Recommendation - Transcript
Earlier this week, we featured Consuelo Mack's interview with Bob Doll, Tom Petrie, and John Montgomery. Today, we…
The Dying Dollar: Rumours and Misinformation
Martin Wolf writes an interesting column in the FT.com October 13, 2009: It is the season of dollar…
Mauboussin: 8 Common Investor Mistakes
Michael Mouboussin, Legg Mason's Chief Investment Strategist, talks with Henry Blodget and Aaron Task on Yahoo TechTicker about…
ECRI: The Error of Pessimism?
Lakshman Achuthan, of ECRI paid Yahoo TechTicker a visit this week. He says the pessimists are wrong, and…
Barton Biggs: Better a Pig, than a Bull or a Bear
Barton Biggs visits CNBC to discuss the market - Biggs says its better to be a pig in…
Carl Icahn: Market is "Schizophrenic"
Earlier in the week, we discussed the divergent behaviour of stocks and bonds. Bonds are calling deflation, stocks…
Stocks for the Long Run? Not so fast Jeremy
John Keefe, columnist for CBS MoneyWatch, FT.com, and ex-Wall Streeter, refutes Jeremy Siegel's "Stocks For the Long Run,"…
Jeremy Seigel: Stocks for the Long Run (Still Alive)
Jeremy Siegel, Wharton School Professor, has recently published an op-ed in FT.com, arguing in favour of his "Stocks…
Stocks vs. Bonds: What's Next?
A very interesting chart from Leuthold Group points out that this would be the third time since the…
Goldman Recommends Companies with High Sales Exposure to BRICs
Goldman Sachs recently put out a report, and continue to follow it up, in which they aggressively recommend…
Julian Robertson's Inflationary Perspective - Bloomberg Transcript
We recently featured Julian Robertson's CNBC interview, in which Robertson outlines the consequences of a scenario where China…
Joseph Stiglitz Interview on Economic Recovery
Joseph Stiglitz is interviewed by Bloomberg during a visit to Istanbul. Stiglitz believes markets are "irrationally exuberant" about…
Absolute Return Letter, Neils Jensen (October 2009)
This article is a guest contribution by Neils Jensen of Absolute Return Partners LLP. A Country for Old…
Jim Rogers Outlook - Inflation, China, and the US
Jim Rogers visited CNBC last week in Singapore (where he lives) to discuss his outlook on global markets.…
