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I will be visiting Geneva later this week, sussing out the gnomes for words of wisdom on financial markets. I will be there on Thursday, April 24 and Friday, April 25 and still have a few slots on my schedule for anybody wishing to share money-making ideas (and enjoy a glass of wine next to Lac Léman). [...] More on this topic (What's this?) The EU’s Great Kowtow to China (Wall Street Daily, 2/2/12) Prepare for Europe – "It's Going to Be Ugly" (Money Morning, 1/16/12) Why Silver Prices Are Dropping So Fast (Learn Mining News, 12/14/11)
By Shaun le Roux There is overwhelming consensus among local fund managers that the domestic financials, particularly banks, are cheap. They are almost certainly right, but may have to be patient before their overweight position pays off. In global financial markets, financials have borne the brunt of the turmoil in equities. [...]
US long bonds are at an important point of resolve as investors seem to have started focusing more strongly on the inflation outlook rather than on economic growth considerations. Tread carefully as bonds could be topping out. [...] More on this topic (What's this?) An Important Sell Signal (Comments for thetechnicaltake, 1/29/12) A Misconception about the Value of Bonds (Michael James on Money, 1/18/12) Let Me Beat This to Death One More Time (Comments for thetechnicaltake, 12/30/11)
Magazine covers, especially as far as international publications are concerned, frequently get their timing wrong on “big picture” events. As such, covers are often used as contrarian indicators. Intuitively it does not seem that this will be the plight of the cover of the latest Economist, but let’s keep an eye on how events unfold. Please read on … [...]
This post comprises a number of must-see video clips recorded during former Fed chairman Paul Volcker’s address of last week to the Economic Club of New York on the credit crises and related matters. Volcker, who headed up the Fed from 1979 to 1987, said the credit crisis is the “mother of all crises” and the modern financial system has “failed the test of the market-place”. [...] More on this topic (What's this?) Big Banks Are About to Get Blasted by the Volcker Rule (Money Morning, 10/13/11) The Volcker Rule and Underpriced Corporate Bonds (Investment U, 1/19/12) Regulators Dont Know How Volcker Rule Works! (ValueWalk.com, 1/18/12)
By Philipp Wörz All of us have had moments of regret. Thoughts like, “I should have bought that beachfront property in 2001”, “Why didn’t I buy that wine farm in Stellenbosch” or “Why did I marry that ogre?’ may have crossed your mind. The same goes for financial investments and, in [...] More on this topic (What's this?) Ringier to buy Zattoo? (The Big Pond, 1/29/12) Global Investing Roundups (Money Morning, 12/18/07) Zattoo: where Naspers should be? (The Big Pond, 12/13/11) | ||||||||||||||||||||||||||||||||||||||||||||||
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