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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. […]
“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.” […]
Technical analyst Kevin Lane provides a short update on the key chart levels regarding the S&P 500 Index. […]
This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. […]
In this post, Charlie Rose sits down with Peter Orszag, White House Director of the Office of Management and Budget. […]
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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