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Paul Kedrosky not only writes the top Infectious Greed blog, but he has also turned out to be no slouch as far as penning lyrics is concerned. Using Pink Floyd’s “Shine on Crazy Diamond” as base, here is his rewritten version of the criticisms and complaints JP Morgan’s Jamie Dimon is getting for [...] More on this topic (What's this?) When does Green shine as an investment opportunity? (Investing by Advertising, 5/3/08) Suntech Shine Again (Fusion Investing and Analysis, 8/20/08) The Contrarian’s Time to Shine (Expected Returns, 7/21/11)
This is a very funny rewrite of an old song by The Band, capturing some of the “subtleties” of the Bear Stearns saga. Jimmy Cayne is the name and I served on the Gravy train ’Til Dimon’s cavalry came and blew out Joe Lewis again Hank Paulson was on the phone, we [...] 
By Kevin Lings In February 2008 headline CPI inflation rose by a modest 0.3% m/m, with the annual rate rising to 9.8% y/y from 9.3% y/y in January. This was in line with market expectations. CPIX inflation rose by 0.4% m/m in February, with the annual rate increasing to 9.4% y/y, from [...] More on this topic (What's this?) The Secret to Gold Prices: Real Interest Rates (Wealth Daily, 1/20/12) Where is the Hyperinflation in America? (Learn Mining News, 12/13/11) Not Much of a Debate: Inflation is Part of the Plan (Money Morning, 1/31/12)
A flowchart tool to help bankers cope with the credit crisis, and to bring a smile to your face in the otherwise dour circumstances of the subprime saga. [...] More on this topic (What's this?) Lack of Prosecution of Bank Fraud: Conflict of Interest? (Money Morning, 2/2/12) What is the Best Bank in America? (Money Morning, 11/6/11) How Bankers Use Partisan Politics to Cause Division Among Us (the Underground Investor, 11/22/11)
By Cees Bruggemans For years commodity prices have risen explosively, driven by strong real sector demand and constrained supply. Increasingly, financial speculation has joined the fry. Where is this leading? At what point will commodities overreach, entering freefall? Have we in fact reached such a cyclical tipping point at [...] More on this topic (What's this?) The Commodities Supercycle (Investment U, 2/2/12) Glencore International, Xstrata Could Make the Next Biggest Deal in Global Commodities (Money Morning, 2/2/12) Commodity Bear Markets Since 1975 (Top Foreign Stocks, 10/30/11)
By Cees Bruggemans • Building plans falling off steeply since 4Q2007 • Eskom’s peripatetic 40 000mw since 1Q2008 • Global financial system shrinkage • Commodities pricing explosively higher • CPIX inflation acquiring turbo power • Fear stalks the world • Commodities interrupted or abruptly entering decline • Rand weakening streak • Growth [...] More on this topic (What's this?) The Commodities Supercycle (Investment U, 2/2/12) Glencore International, Xstrata Could Make the Next Biggest Deal in Global Commodities (Money Morning, 2/2/12) Commodity Bear Markets Since 1975 (Top Foreign Stocks, 10/30/11) |
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By Prieur du Plessis, on March 28th, 2008 posted in: 
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ECRI Leading Indicator: Turning for the better?
Roach on U.S. economy, Fed policy, China, Europe
Prieur’s Readings (Jan 30, 2012)
European choices
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