Section
Economy
4798 posts
European Credit Crisis Deepens Global Selloff
Ongoing credit market turmoil and a rapidly deteriorating economic outlook have hit global equities very hard. Ongoing credit…
Prepare, Donât Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that wonât come down anytime soon, and the growing correlation between stocks and bonds...
Is There a Bull Market Somewhere?
Not likely, according to PIMCO's Bill Gross. In his most recent Investment Outlook, Gross, reasons and opposes (for…
Rob Fraim's Call on Energy
September 17, 2008 - The fall in the price of oil during the past two months may not have surprised everyone,…
The Devil's Dictionary for Financial Markets
The Devil's Dictionary, was originally published by Ambrose Bierce. Think of him as the forgotten brother of Mark…
PIMCO Co-CEO: When Markets Collide
About a month ago, Charlie Rose interviewed PIMCO's Mohamed El Erian. El Erian is one of the country's…
Hendry: Speculation is Dead, Gold is Heading to $600
As you know, GreenLightAdvisor.com is a huge fan of the outspoken Hugh Hendry, CIO, Eclectica Asset, who has…
BCA: Is China Losing Competitiveness
There is little evidence to suggest that Chinese manufacturing competitiveness has deteriorated meaningfully. The mainstream media has been…
China: The Post-Olympic Slowdown
August 20, 2008 - Here's what BCA Research says about China - Growth moderation in the Chinese economy…
US Inflation: Soon to Erode (BCA Research)
The July headline and core inflation numbers were higher than expected. However, lower energy prices, if sustained, should…
Hendry: De-flation is Contrarian
Hugh Hendry, CIO, Partner, Eclectica "Bonds! The credit crunch â youâve got to go back to 1942 to…
Video: Faber Says Fannie, Freddie Should Split Up, Not Get Aid
Investor Marc Faber, publisher of the Gloom, Boom & Doom Report, talks about the future of Fannie Mae…
Hendry: Financials "Infected" by Bubble
Hugh Hendry, CEO, CIO, Eclectica Asset, guest hosted European Squawk Box this morning. A very informative interview with a bold…
Oil: Higher Prices Lead to Lower Prices?
Will higher prices for crude oil lead to lower prices? The debate rages on in these days of…
