10-Yr+ US Treasury and Canada Yields Falling
During the December 1st liquidation of stocks, the yield on 10-Yr. US treasury securities fell to 2.81%, a…
December 1, 2008
Joe Stiglitz: Bigger is Better
Joe Stiglitz writes in the New York Times: Joseph Eugene Stiglitz (born February 9, 1943) is an American…
December 1, 2008
Paul Krugman: Lest We Forget
Paul Krugman opines that financial reform and regulation of the shadow banking system cannot wait: Paul Robin Krugman…
December 1, 2008
'Encouraged by a wicked wizard, Greenspan, Bernanke toils at his printing press'
The Guardian has published below, an insight-full essay by Hugh Hendry, CIO, Eclectica Asset Management. Hendry's brash and…
November 28, 2008
Must-Read China Reading: World Bank Quarterly
If you read one thing on China this week/month/quarter/season, let it be the new World Bank China Quarterly.…
November 27, 2008
Bill Ackman: Pershing Square Q3 2008 Letter
Pershing Square Q3 2008 Investor Letter by Bill Ackman, November 15, 2008 at 11:44 pm These are extraordinary…
November 27, 2008
The Mother of All Bear Market Rallies?
Barton Biggs at Traxis Partners believes that equities could be setting up for ‘the mother of all bear…
November 26, 2008
ScotiaMocatta: Precious Metals Forecast 2009
ScotiaMocatta has put out an an informative report, published November 20, 2008, "Precious Metals Forecast 2009." Here is…
November 26, 2008
Mr President: spend, spend, spend
The United States is ready to roll towards prosperity, if a good hard shove can be given in…
November 26, 2008
Tom Barrack's Economic Outlook
Famed investor Tom Barrack shares his economic outlook with CNBC's Erin Burnett. Barrack believes that the economy is…
November 25, 2008
McCulley: The Paradox of Deleveraging will be Broken
Paul McCulley, Managing Director and Portfolio Manager, PIMCO, earlier this year wrote a landmark discussion piece titled, "The…
November 24, 2008
Jeremy Grantham: Alan Greenspan is My Nemesis, and More
Here is the first at-length TV interview we have ever seen GMO’s Jeremy Grantham do. We could not…
November 24, 2008
Hendry: Going long on government bonds
By Hugh Hendry Published: November 19 2008 16:03 Someone once said there are certain things that cannot be…
November 24, 2008
Mark Mobius Talks Brazil, Emerging Markets
Mark Mobius, the emerging market specialist from Templeton Asset Management reckons that Brazil offers a great opportunity for…
November 21, 2008
Global Equity Market Snapshot
Global equity market indices have been obliterated by the ongoing deleveraging. The markets that have broken below their…
November 20, 2008
