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 By Prieur du Plessis, on February 26th, 2010 posted in: Investment, Markets, Money  One comment so far
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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(What's this?)
Mid-Week Reads
(Scott's Investments, 7/29/15)
SocGen's proposed portfolio for a global economic collapse
(Blogging Stocks, 11/19/09)
Asset Allocation Investing Based on Time
(My Wealth Builder, 11/4/09)
“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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SunEdison goes on a wind energy acquisition overdrive as it looks to set up an emerging market yi...
(Green World Investor, 7/13/15)
FTTx goldmine in emerging markets hindered by regulators, incumbents
(Telecom Ramblings, 6/10/15)
Emerging Market Bonds
(The DIV-Net, 5/27/15)
By Prieur du Plessis, on February 26th, 2010 posted in: Investment, Stocks Sorry, but comments are closed
Technical analyst Kevin Lane provides a short update on the key chart levels regarding the S&P 500 Index. […]
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(What's this?)
Five High-Quality Dividend Growth Stocks That Look Very Appealing After Recent Volatility
(The DIV-Net, 9/4/15)
Market Volatility In Perspective
(Disciplined Approach to Investing, 8/14/15)
High Beta Underperforming Low Volatility
(Disciplined Approach to Investing, 8/19/15)
 By Prieur du Plessis, on February 26th, 2010 posted in: Investment, Markets, Money Leave your comment
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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(What's this?)
Zayo Bumps Affiniti Off of EAGLE-Net
(Telecom Ramblings, 7/17/15)
Greece Needs Urgent Aid for $1.76-Billion IMF Payment in June
(Jutia Group, 5/26/15)
U.S. Consumer Spending Soars 0.9% in May
(Jutia Group, 6/25/15)
In this post, Charlie Rose sits down with Peter Orszag, White House Director of the Office of Management and Budget. […]
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(What's this?)
Market Outlook
(Capital Essence's Investment Blo..., 8/22/15)
Zayo Bumps Affiniti Off of EAGLE-Net
(Telecom Ramblings, 7/17/15)
Source: Jeremy Nell, February 11, 2010. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail. |
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