Hugh Hendry: Don't Bank on the Bailout
Hugh Hendry, the brash, outspoken, and eloquent CIO, Eclectica Asset Management was invited to host Channel 4's Dispatches,…
November 2, 2008
Heebner and Holmes on Emerging Markets
Ken Heebner, CGM Funds, and Frank Holmes, US Global Investors, discuss emerging markets in the context of the Fed's 50 bps…
November 1, 2008
Deleveraging Forces Liquidation
"When investors are in trouble, they sell what they can, not what they would like to." The current…
October 31, 2008
The Teflon Maple Leaf: TD Securities
Eric Lascelles, TD Securities' Chief Economics Strategist, points out that the Canada has the highest sovereign debt ratings in…
October 31, 2008
Better To Be Late, Amid Credit Crises: Thomas Barrack, Jr.
Thomas J. Barrack Jr., billionaire and Founder of Colony Capital, which controls $39-billion in real estate assets, in…
October 30, 2008
The Age of Prosperity is Over: Arthur Laffer
Arthur Laffer, the Reagan-era economist, famous for defining Supply-Side economics and developing what is now referred to as the Laffer Curve, has…
October 30, 2008
BRICs Lay Foundation Stability: Merrill Lynch
Alex Patelis, Head of Global Economics, Merrill Lynch discusses the strength of BRIC (Brazil, Russia, India, China) countries…
October 30, 2008
Resurgent Yen a Global Destabilizer
Once again, volatility favouring the Japanese Yen is having a pronounced effect on what happens in the stock…
October 29, 2008
China's Bold Economic Policy Moves
CLSA Asia-Pacific Markets, a division of Credit Lyonnais/Credit Agricole, are one of the best groups of analysts providing…
October 29, 2008
Mobius: Brazil will Lead Recovery
In a webcast interview with Times Online UK, Mark Mobius discusses why he believes Brazil will lead the…
October 29, 2008
Jeff DeGraaf: Turning Point Tuesday?
Jeff DeGraaf, ISI head of technical analysis says Tuesday’s rally is far more credible than the past rally…
October 28, 2008
Warren Buffett on Charlie Rose
Warren Buffett, the Oracle of Omaha, interviewed by Charlie Rose earlier this month. This 55-minute in-depth interview is…
October 27, 2008
Paul Krugman on Charlie Rose
Paul Krugman, 2008 Nobel Laureate for Economics, was interviewed by Charlie Rose late last week. This is worth…
October 27, 2008
Howard Marks: The Limits to Negativism
Howard Marks, Chairman, Oaktree Capital Management, has recently published his latest memo The Limits to Negativism, sharing his…
October 26, 2008
Warren Buffett on Buying Now
Warren Buffett's recent contribution to the New York Times is an excellent piece of what he is renown…
October 26, 2008