Section
Silver
326 posts
Byron Wien: Ten Surprises for 2009
Byron R. Wien, Chief Investment Strategist of Pequot Capital Management, Inc., today issued his list of Ten Surprises…
Prepare, Don’t 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 won’t come down anytime soon, and the growing correlation between stocks and bonds...
"Swap" Inventor Blames Regulators for Financial Crisis
David Swensen, of Yale University Endowment investment management fame discusses the current state of the market and derivatives…
John Paulson Investing in Distressed Debt - 2009 Outlook
John Paulson, founder of $36-billion hedge fund company, Paulson & Company, (no relation of Secretary Paulson) and now…
20 Surprises for 2009: Doug Kass
Doug Kass, founder of Seabreeze Partners, a regular guest on CNBC, who is dubbed the anti-Cramer, as well…
Emerging Markets in 2009
Michael Hartnett, Chief Global Emerging Markets Strategist, Merrill Lynch is interviewed by Bloomberg TV, December 12, 2008 (click…
Jim Rogers: Outlook for 2009
Jim Rogers speaks candidly with Bloomberg (December 23, 2008) about his outlook for 2009. The American economy will…
Commodities Performance in 2008
Commodity price performance has been a wild ride in 2008. The record of price movement is outlined in…
Oil Breaks $35: Commodities Snapshot
It wasn't that long ago, June 19, 2008, we had a conversation with Stephen Briese, author of the…
World Markets Snapshot (12/10/2008)
Below is the World Markets Snapshot published by The Economist, Year-to-Date to December 10, 2008. Among the notable…
Commodities Snapshot
If you look closely at the charts for Natural Gas, Platinum, Copper, Silver, you can see that these…
James Grant: Return-Free Risk
James Grant, founder and editor of Grant’s Interest Rate Observer, and an editor of the newly published sixth…
Baltic Dry Index: A Valuable Leading Indicator?
The Baltic Dry Index is a very important indicator of the health of trade globally, as it measures…
Paul Krugman: Lest We Forget
Paul Krugman opines that financial reform and regulation of the shadow banking system cannot wait: Paul Robin Krugman…
'Encouraged by a wicked wizard, Greenspan, Bernanke toils at his printing press'
The Guardian has published below, an insight-full essay by Hugh Hendry, CIO, Eclectica Asset Management. Hendry's brash and…
Must-Read China Reading: World Bank Quarterly
If you read one thing on China this week/month/quarter/season, let it be the new World Bank China Quarterly.…
