Section
Markets
26253 posts
China Fifth Largest Holder of Gold
âChina has quietly almost doubled its gold reserves to become the worldâs fifth-biggest holder of the precious metal,…
Jim Rogers isnât buying a US stock recovery (Barron's)
âLegendary investor Jim Rogers is skeptical of the latest rally in equities - as well the health of…
Richard Russell: Are we in a bear market rally or a new bull market?
Richard Russell of Dow Theory Letters, provides the following note April 20, 2009: â(1) The market turned up…
Bonds: Reversion Cuts Both Ways
Robert Arnott, Founder, Research Affiliates, and innovator of FTSE-RAFI Fundamental Indices, has published a detailed report testing the…
Emerging Markets Versus G7
BCA Research has published the following daily note about the relative strength of Emerging Markets versus G7 equity…
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 a lucid assessment of…
Meredith Whitney: Three Questions by David Berman
Rallies don't impress celebrity bear, fundamentals do. Meredith Whitney, CEO, Meredith Whitney Advisory Group, is interviewed by The…
Are Leveraged ETFs Putting Cracks in Market Close?
Jason Zweig, author of the Intelligent Investing at WSJ.com discusses the effect that leveraged ETFs may be having…
Be the ball
This article is a guest contribution from UltimiBarbarorum.com. Bloggers and bears want it down. Punters seem to want…
Nouriel Roubini: A night with the Bears
A big bear: Markets 'way too optimistic' Nouriel Roubini, from NYU and founder of RGE Monitor presents the…
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
âInvestors can still lose a lot of money in the stock market, but US government bonds arenât the…
Richard Russell (Dow Theory Letters): What are the markets trying to do?
âThe market situation has seldom been more confusing. Many analysts are convinced that we are in a new…
George Soros: Reuters Roundtable Interview
George Soros believes the US economy will not recover this year and that the recent rise in global…
