Grantham on the markets

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Jeremy Grantham has become a familiar, and very popular face on this site. For those treasuring his insight, wisdom and prescient calls, a fascinating interview with the co-founder and chairman of Boston-based GMO has just crossed my path. It comes in the form of a mega five-part interview recently conducted with the legendary investor. This interview is not to be missed. […]






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How to fix financial television

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This post offers a few suggestions from Barry Ritholtz on how to “fix” not just CNBC, but all Financial TV. […]






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In the best interest of the average American …

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“Managing” the economic crisis … […]






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Cyclical change ahead

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By Cees Bruggemans

The green shoots are apparently reaching higher.

A cyclical gear change is underway, in which 2Q2009 will show much less of a GDP decline than 1Q2009. Either 3Q2009 or 4Q2009 will probably show the first cyclical uptick in our output, heralding renewed expansion.

In the US, the […]

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South African macro policy given a tune-up

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By Cees Bruggemans

There were various news items in recent days worth taking into account when trying to project macro policy.

SARB Governor Mboweni was apparently given a clean bill of health in recent remarks made by President Zuma. This was vastly more important than the repeated vote of no-confidence aired […]

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