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 By Prieur du Plessis, on May 31st, 2009 posted in: Investment, Markets, Money  3 people had their say - chime in!
Government bonds dominated action on financial markets during the past holiday-shortened week, as angst about inflation and massive issuance propelled yields to six-month highs. Bonds and other safe-haven assets such as the US dollar were out of favor as signs of a bottoming of global economies, albeit tentative, emboldened investors to buy reflation trades like equities, commodities and gold. Read all about this and the implications for financial markets in the weekly “Words from the Wise” review. [...]
This post provides links to some thought-provoking articles I have read over the past few days that you may also find of interest. [...] More on this topic (What's this?) What is the Best Bank in America? (Money Morning, 11/6/11) Did Bankers Deliberately Crash MF Global to Crash Gold and Silver Prices? (the Underground Investor, 12/26/11) The One Question We Must All Ask Ourselves (Money Morning, 1/5/12) 
Cartoonist Walt Handelman spares a though for President Obama’s stretched agenda. [...]
While investors’ attention was focused on global government bond yields marching higher, the holiday-shortened week produced a surprisingly small number of video clips. Some quality footage was nevertheless produced, featuring the likes of David Rosenberg, Mohamed El-Erian, Barry Ritholtz, Puru Saxena and Mario Gabelli, and is shared in this post. [...] More on this topic (What's this?) Why Simply Changing "Mark to Market" Rules Won't Lead to a Happy Ending (Money Morning, 4/10/09) A Misconception about the Value of Bonds (Michael James on Money, 1/18/12) North Dakota Edges U.S. Closer to Energy Independence… and Double-Digit Returns in a Flat Market (Investment U, 12/7/11)
This post reports on the so-called Financial Stress Indicator that is now at its lowest level on a cyclically-adjusted basis since the beginning of the credit crisis in August 2007. [...] More on this topic (What's this?) How to Survive the Financial Crisis (Learn Financial Planning, 2/8/09) How the U.S. Credit Crisis Will Lead to an Overhaul of the U.S. Student Loan System (Money Morning, 3/5/09) The $9.7 Trillion Bailout (Wealth Daily, 2/9/09)
“Taken separately, one can find many reasons not to rely on survey results, especially those from consumers. But put them together, and global survey results indicate that economic stabilization is afoot,” said guest contributor Rebecca Wilder in this topical post. [...] More on this topic (What's this?) Prepare for Europe – "It's Going to Be Ugly" (Money Morning, 1/16/12) Take Heed! How the European Crisis Could Hurt U.S. Stocks (Wall Street Daily, 1/19/12) EU Summit Produces a Long-Term Solution for a Short-Term Crisis (Investment U, 12/16/11) |
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