The earnings conundrum

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By Neels van Schaik

We have already witnessed a significant recovery in stock prices globally and the All Share Index has rallied more than 100% in US dollar terms. It is important to note that the rally has thus far been mainly a rerating in stocks while profits continued to go backwards.

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Prieur’s readings (October 2, 2009)

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This post provides links to a number of thought-provoking articles I have read over the past few days that you may also find interesting. Please also add the links to any other worthwhile articles you would like to share to the comments section. […]






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A conversation with Paul Volcker

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Paul Volcker, former chairman of the Federal Reserve, is arguably one of the wisest men on the economy. In this two-part conversation with Charlie Rose, he sheds light on the global economic crisis, how we got here, where we are, and what is next for us. Don’t miss this one. […]






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Don Coxe webcast – updated (October 2, 2009)

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Donald Coxe has just updated his webcast – make a point of listening to this popular recording. […]






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Iranian Pinocchio …

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Full markets to cartoonnist Nate Beeler for this brilliant depiction of Iranian president Mahmoud Ahmadinejad. […]






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