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Outlook
19278 posts
The Secret European Financial Crisis
Anatole Kaletsky, Editor-at-Large for The Times (London), writes this week on the subject on Europe's looming financial crisis…
June 4, 2009
Between a Rock and Hard Place
Money managers, investment advisors and investors alike face a daunting emotional and financial challenge in these markets as…
May 29, 2009
Jeremy Siegel: Outlook for Government Bonds
Jeremy Siegel, on his outlook for government bonds: 40 years ago [US] treasury bonds were yielding over 6.3…
May 15, 2009
Hussman: Banks Pass Stress Tests, Regulators Fail Ethics Test
The following article is an excerpt from John Hussman's Weekly Market Comment, Hussman Funds. May 11, 2009 -…
May 11, 2009
Big money poll - the long view (Barron's)
Barrron's magazine has published the results of its Big Money Poll of sentiment among money managers. Here is…
May 4, 2009
Hendry: Markets Assuming Optimism
Hugh Hendry, the outspoken hedge fund manager and founder of Eclectica Asset Management, known for his remarkably accurate…
April 29, 2009
Emerging Markets Versus G7
BCA Research has published the following daily note about the relative strength of Emerging Markets versus G7 equity…
April 23, 2009
Hugh Hendry: Citywire Interview
Hugh Hendry, the outspoken CIO and co-founder of Eclectica, one of the UK's most successful hedge funds during…
April 11, 2009
A Postcard from Mexico - Mark Mobius
This is is a guest contribution by Mark Mobius, Executive Chairman, Franklin Templeton. Whenever we visit Mexico, we…
April 9, 2009
China’s Economy in 2009 and Beyond
This post is a guest contribution by Nouriel Roubini*, RGE Monitor. Today we take a closer look at…
April 9, 2009
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…
March 30, 2009
Why Bother with Bonds?
*The following article is a guest post from John Mauldin. Investors, we are told, demand a risk premium…
March 30, 2009
Howard Marks: Will it Work?
Howard Marks' letters to Oaktree Capital investors have become as highly renown and anticipated by the investment community as those of Warren…
March 26, 2009
Cool Tool: Interactive Economic Dashboard
Russell Investments has a great interactive tool on their site, which gives an at-a-glance view of the economy relative…
March 26, 2009
Roadmap to Inflation and Sources of Cheap Insurance
*This article is a guest contribution courtesy of John Mauldin, "Outside the Box." What happens when inflation once…
March 26, 2009