Section
Economy
4318 posts
John Paulson Investing in Distressed Debt - 2009 Outlook
John Paulson, founder of $36-billion hedge fund company, Paulson & Company, (no relation of Secretary Paulson) and now…
20 Surprises for 2009: Doug Kass
Doug Kass, founder of Seabreeze Partners, a regular guest on CNBC, who is dubbed the anti-Cramer, as well…
Emerging Markets in 2009
Michael Hartnett, Chief Global Emerging Markets Strategist, Merrill Lynch is interviewed by Bloomberg TV, December 12, 2008 (click…
Memo to All My Valued Employees
Listening to AM640 here in Toronto today, I heard an excellent discussion about the letter from "The Boss,"…
Jim Rogers: Outlook for 2009
Jim Rogers speaks candidly with Bloomberg (December 23, 2008) about his outlook for 2009. The American economy will…
Paul Krugman: The Madoff Economy
The costs of "America's Ponzi Era": The Madoff Economy, by Paul Krugman, Commentary, NY Times: The revelation that…
The Yield Curve is Flattening?
Long-term government bond yields are dropping everywhere. Is anybody going this way? Here is what some of the…
Meredith Whitney: Outlook Grim for Banks, Spending
Meredith Whitney, Oppenheimer's influential bank analyst appeared on CNBC to discuss what she says is a "grim" outlook…
James Grant: Return-Free Risk
James Grant, founder and editor of Grant’s Interest Rate Observer, and an editor of the newly published sixth…
Baltic Dry Index: A Valuable Leading Indicator?
The Baltic Dry Index is a very important indicator of the health of trade globally, as it measures…
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…
Joe Stiglitz: Bigger is Better
Joe Stiglitz writes in the New York Times: Joseph Eugene Stiglitz (born February 9, 1943) is an American…
Paul Krugman: Lest We Forget
Paul Krugman opines that financial reform and regulation of the shadow banking system cannot wait: Paul Robin Krugman…
'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…
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.…