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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. [...]   By Prieur du Plessis, on June 9th, 2009 posted in: Guest Bloggers, Investment  6 people had their say - chime in!
This post offers a few suggestions from Barry Ritholtz on how to “fix” not just CNBC, but all Financial TV. [...] More on this topic (What's this?) The End of the Credit Crisis? (Contrarian Profits, 5/20/09) Bailout Nation Review (Random Roger's Big Picture, 6/19/09) The Next Big Financial Crisis Upon Us (Wealth Daily, 6/29/09)
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 [...]
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 [...] More on this topic (What's this?) Real Estate as an Inflation Hedge? Don't Bet On It (REIT Wrecks, 7/7/09) Art Investing: The Inflation Hedge Nobody’s Talking About (Investment U, 6/2/09) Worthwhile Reading: Alan Blinder on Inflation v Deflation (The Value at Risk, 6/22/09) |
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U.S. stock market – long-term indicators could go either way
Jim Grant on “The Scream” painting, Fed’s “hall of mirrors”
Prieur’s Readings (May 5, 2012) – staying up to date with top money news
Don Coxe webcast – updated (May 4, 2012)
Laugh out Loud: EU debt whack-a-mole
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