Section
Fixed Income
3123 posts
China Fifth Largest Holder of Gold
āChina has quietly almost doubled its gold reserves to become the worldās fifth-biggest holder of the precious metal,…
Jim Rogers isnāt buying a US stock recovery (Barron's)
āLegendary investor Jim Rogers is skeptical of the latest rally in equities - as well the health of…
Bonds: Reversion Cuts Both Ways
Robert Arnott, Founder, Research Affiliates, and innovator of FTSE-RAFI Fundamental Indices, has published a detailed report testing the…
Peter Thiel: Letter to Clarium Capital Partners (April 2009)
Clarium Capital, Peter Thiel's hedge fund, has released its quarterly letter to shareholders which includes aĀ lucid assessment of…
Jim O'Neil and Nouriel Roubini: FT.com Interview
April 6, 2009: Nouriel Roubini of New York University and Jim O'Neil, Chief Economist at Goldman Sachs, talk…
Tony Boeckh: Life After the G20 Meeting
Tony Boeckh postulates on how the global economy is changing in the midst of the credit crisis, and…
El-Erian - Investors Be Wary of Stocks, Treasuries
āInvestors can still lose a lot of money in the stock market, but US government bonds arenāt the…
Hugh Hendry: Citywire Interview
Hugh Hendry, the outspoken CIO and co-founder of Eclectica, one of the UK's most successful hedge funds during…
A Postcard from Mexico - Mark Mobius
This is is a guest contribution by Mark Mobius, Executive Chairman, Franklin Templeton. Whenever we visit Mexico, we…
Chinaās Economy in 2009 and Beyond
This post is a guest contribution by Nouriel Roubini*, RGE Monitor. Today we take a closer look at…
Is an 'Energy-Linked' Currency in the Cards?
This article is a guest contribution by Izabella Kaminska, FT.com Alphaville on Monday, April 6th, 2009. Izabella Kaminska,…
Did Goldman Hijack the Oil Market?
A new article from the current issue of Forbes Magazine discusses allegations that Goldman Sachs and J. Aron…
Corporate Bonds or Equities? Deflation or Inflation?
The debate rages on, and it is between whether to invest in corporate bonds or equities, or if…
Why Bother with Bonds?
*The following article is a guest post from John Mauldin. Investors, we are told, demand a risk premium…
FRONTLINE: Ten Trillion and Counting
In case you missed it, you can view last week's PBS FRONTLINE, Ten Trillion and Counting, here: Summary…
