| ||||||||||||||||||||||||||||||||||||||||||||||
A number of pundits claim that every time the president or his administration makes a major economic announcement the Dow takes a dive. In this guest post, Paul Kedrosky asks whether these events are actually related and examines the assertion by going deep inside the numbers. [...] More on this topic (What's this?) High Oil Prices: The Truth About Obama's Misguided Witch Hunt (Money Morning, 5/14/12) Obama Softens Policy On Myanmar And Nominates Ambassador (Value Investing, 5/17/12) Obamanomics: What You Can Expect if President Obama Wins the Election (Money Morning, 5/8/12)
This guest post by Richard Berner of Morgan Stanley provides a useful update on some of the factors influencing the inflation/deflation debate. [...]
While the stock market indices are floundering with multi-year lows, “nationalization” was the key word spooking investor sentiment during the past few days. Also on the video front, “hot-under-the-collar” discussions took place on whether or not to nationalize US banks. Some of the week’s more interesting video clips are shared in this post. [...]
As the stock market indices are flirting with key charting levels and we are waiting for Mr Market to show his hand, it is useful to get an update on the outlook from Jeremy Grantham. His latest thinking has just been reported in an interview with CNN Money as quoted in this post. [...] More on this topic (What's this?) Economist Gary Shilling: S&P 500 will drop 43% this year? (Value Investing, 4/11/12) Stocks Have You Worried? Here's What You Do (Money Morning, 5/14/12) Sell in May and Go Away? No Way! (Wall Street Daily, 5/10/12)
“The Central and Eastern Europe (CEE) region is the sick man of emerging markets. While the global crisis means few, if any, bright spots worldwide, the situation in the CEE area is particularly bleak,” said Roubini Global Economics. “Is this the making of a cross-border banking crisis?” is the question posed in this guest post. [...] More on this topic (What's this?) Eurozone Descends into a Farce as "Grexit" Looms Large (Money Morning, 5/18/12) European Fiscal Compact In Crisis As Irish Vote Looms (Value Investing, 5/7/12) EU Officials Give Eurozone’s Firewall a Final Treatment (Wall Street Daily, 4/2/12)
A perfect storm of a deepening global recession and banking woes last week battered equities and supported the safe havens of the US dollar, government bonds and gold bullion. Read all about this and the implications for financial markets in my weekly “Words from the Wise” review. [...] | ||||||||||||||||||||||||||||||||||||||||||||||
Copyright © 2012 Investment Postcards from Cape Town - All Rights Reserved Performance Optimization WordPress Plugins by W3 EDGE | ||||||||||||||||||||||||||||||||||||||||||||||
Recent Comments