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 By Prieur du Plessis, on January 28th, 2010 posted in: Investment, Markets, Money  One comment so far
Withdrawing economic stimuli and tightening monetary policy are very difficult future policy choices, but something has to be done because asset bubbles have started to take shape, Nouriel Roubini, chairman of Roubini Global Economics, told CNBC in a video interview. [...] More on this topic (What's this?) Six Reasons Roubini is Wrong about the Recession (Wealth Daily, 10/15/11) What are Futures? (Investing School, 1/18/12) Asset Class Correlations (Bespoke) (GreenLightAdvisor Views, 12/9/11) By Prieur du Plessis, on January 28th, 2010 posted in: Investment, Markets, Money Leave your comment
While the AIG controversy rages and the enquiry into the bailout gathers momentum, Professor Linus Wilson of the University of Louisiana has put together a helpful chart showing exactly how the bailout was constructed, indicating which banks got how much. [...] More on this topic (What's this?) AIG Gets Third Government Bailout After Posting Record Loss (Money Morning, 3/2/09) How to Survive the Financial Crisis (Learn Financial Planning, 2/8/09) Looking Under The Hood Of The AIG Bailout (Top Gun Financial Planning, 3/16/09) 
This post features a guest contribution by Kalpa, author of the Financial News Express blog, on the very topical debate regarding deflation. [...] More on this topic (What's this?) Chart: A Blow to Inflationists (Investment U, 10/24/11) The Big Picture for the Week of December 18, 2011 (Random Roger's Big Picture, 12/17/11) Will the US be Importing Deflation? (Econompic Data) (GreenLightAdvisor Views, 12/16/11) By Prieur du Plessis, on January 27th, 2010 posted in: Investment, Markets, Money Leave your comment
As far as leadership since the start of the nascent US stock market correction on January 20 is concerned, it is interesting that cyclical sectors have been leading the market lower. Traditionally defensive sectors also declined, but to a lesser extent than the S&P 500 Index as a whole and the cyclical sectors. This is the type of pattern one would expect typically to emerge during a correction phase. [...] By Prieur du Plessis, on January 27th, 2010 posted in: Investment, Markets, Money Leave your comment
Bill Gross, co-founder and co-CIO of PIMCO, is to my mind one of the shrewdest money men around. His monthly newsletter, this month entitled “The Ring of Fire”, therefore always makes for thought-provoking reading. Read on … [...] More on this topic (What's this?) Known Unknowns (PIMCO) (GreenLightAdvisor Views, 11/14/11) Assessing Bill Gross And His Twin Tails (Wall Street Sector Selector, 1/5/12) New PIMCO International Bond ETFs Lack Data (Jutia Group, 11/21/11) |
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