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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?) Online Banking 101: A Guide to Online Bank Accounts (Learn Financial Planning, 5/15/09) Why You Should Open an Online Bank Account (Learn Financial Planning, 5/23/09) Jim Grant: Citi was a "Rogue Bank" (Wealth Daily, 6/10/09)
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?) Bonds: The Most Important Asset Class (Expected Returns, 4/18/12) Investing in Bonds: How to Build a Bond Ladder (Money Morning, 4/24/12) Emerging Market Bonds: Less Risk Than You Think (Investment U, 5/11/12)
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?) The End of the Credit Crisis? (Contrarian Profits, 5/20/09) Why ‘Bailout Purgatory’ Is Bad for Everybody (Contrarian Profits, 5/5/09) Bailout Nation Review (Investing & Valuation, 5/26/09)
“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?) Germany, Europe, and America: Central Banks Growing Apart (Investment U, 6/22/09) Is MartketWatch the CNBC of the Online World? (the Underground Investor, 6/15/09) Two Ways to Profit From Europe’s Steady Shift To a Free Market (Money Morning, 6/9/09) | ||||||||||||||||||||||||||||||||||||||||||||||
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