Section
Markets
26615 posts
"Appalling" Market Fundamentals the Problem, Not Inflation
Fascinating discussion a few weeks ago in welling@weeden with Albert Edwards and James Montier of Societe Generale, reprinted…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
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…
Where is the Boom, and the Doom?
July 1, 2008 - The first half of this year has been chaotic and confusing for investors given…
Oil vs. Stocks
July 1, 2008 - (courtesy of Bespoke Investment Group) If any one tries to tell you differently, all…
Gold vs. Oil Ratio
July 2, 2008 - Courtesy of BMG Inc. - The Gold:Oil Ratio gives us a curious chart. What…
The Bonfire of the Vanities, the Sequel
June 26, 2008 - Andrew Ross Sorkin, of the New York Times, writes about how prophetic Tom Wolfe's declaration was…
Pickens: Water is the New Oil
T. Boone Pickens, the legendary corporate raider and oilman believes that water is the new oil. A recent…
Stephen Briese: 200-days Oil Supply Held Long by Speculators (Audio Interview)
Stephen Briese, a highly regarded commodities trading expert, independent commodities analyst, author of The Commitments of Traders Bible (2008), editor…
International Markets Snapshot
June 24, 2008 - Courtesy of Bespoke Investment Group - The recent selloff in equities has really spared…
Interview: Nick Barisheff, Bullion Management Group Inc.
Exclusive Interview Nick Barisheff, President and CEO, Bullion Management Group Inc. This week we interview Mr. Nick Barisheff, President…
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…
Chart: Loss of Purchasing Power and Money Supply Growth
Courtesy: Nick Barisheff, Bullion Management Group Inc. The above chart demonstrates the relationship between the increase in…
When Markets Collide: Barron's interviews el-Erian, Pimco's co-CEO
June 2, 2008 - Pimco’s Co-CEO and co-CIO, Mohamed el-Erian discusses his new book, When Markets Collide, with…
Gold vs. Mining Stocks
June 4, 2008 - Courtesy Nick Barisheff, Bullion Management Group, www.bmsinc.ca. The above chart shows the comparative performance…
Tony Blair: Power is moving East
In his recent speech at Yale Class Day, Tony Blair had the following to share with students. The speech…
