Montier: Was it all just a bad dream? Or, ten lessons not learnt

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In this post, James Montier, a member of GMO’s Asset Allocation Team, examines whether we learned anything from the market declines of 2008 and early 2009. The paper – his first since joining GMO from Société Générale – outlines ten of the lessons he believes not to have been learned. […]

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Mid-Week Reads
Asset Allocation Investing Based on Time
Read more on Asset Allocation, Societe Generale at Wikinvest
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Barry Ritholtz sticks with stocks, especially emerging markets

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“As long as the Fed is going to make money free … it’s hard to find a short,” said blogger and FusionIQ CEO Barry Ritholtz. According to Yahoo Finance – Tech Ticker, he is not as bullish as he was last March when he called the market bottom, but Ritholtz is sticking with stocks. “The easy thing to do now would be to go to cash,” he said, “[But] I rarely find the easy trade is the one that makes you money.” […]

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Technical talk: Expect more volatility for equities

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Technical analyst Kevin Lane provides a short update on the key chart levels regarding the S&P 500 Index. […]

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Market Volatility In Perspective
High Beta Underperforming Low Volatility
Read more on Historical Volatility, Airiq Inc at Wikinvest
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Prieur’s readings (February 26, 2009)

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This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. […]

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Face-to-face with Peter Orszag

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In this post, Charlie Rose sits down with Peter Orszag, White House Director of the Office of Management and Budget. […]

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Market Outlook
Zayo Bumps Affiniti Off of EAGLE-Net
Read more on Chun Yuan Steel, Burwill HLDGS at Wikinvest
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Budget speech terminology

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Source: Jeremy Nell, February 11, 2010.

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