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Bank default risk has been declining over the past few weeks, as shown by the TED spread and the LIBOR-OIS spread. Read on … [...] More on this topic (What's this?) Signs of New Financial Instabilities: Ted Spread Creeping Up (Shocked Investor, 6/8/10) Narrowing TED spread points to lower default risk (GreenLightAdvisor Views, 8/9/10) Just one reason I'm staying out of the equity playground right now. (Merrill over Matter, 6/12/10)
“Nothing we are seeing in a post-bubble credit collapse is normal,” argues David Rosenberg in this guest contribution. [...]
On this week’s WealthTrack, Consuelo Mack interviews third generation value investor Christopher Davis of Davis Funds. This former Morningstar “Money Manager of the Year” discusses how family tradition helps him find long term financial values. [...] More on this topic (What's this?) Two Long-Term Investing Strategies That Work (and one that doesn’t) (Investment U, 4/25/12) Target Funds: Good in Theory, Bad During Market Volatility (Investment U, 4/9/12) Aswath Damodaran: Finding the Value in Value Investing (Value Investing, 5/7/12)
This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. [...] More on this topic (What's this?) Harbinger, Spectrum Back In Spotlight (The DIV-Net, 5/16/12) How To Login Into Windows 8 PC Automatically – No Password Required (Value Investing, 5/8/12) Whitney Tilson Down 30% in 8 Days Adds to $NFLX (Video) (Value Investing, 5/4/12)
China is in the midst of a massive transportation infrastructure upgrade in order to maintain the country’s economic growth and development. Dian Chu reports … [...] More on this topic (What's this?) CNG: The Missing Link for Natural Gas Transportation (Investment U, 5/15/12) California Ponies up $100 Million for Alternative Transportation (Green Chip Stocks, 5/15/12) Water-Gen Delivers Water From the Desert Air (Wall Street Daily, 3/6/12)
Remember when Ronald Reagan was president? At that time, we also had Bob Hope and Johnny Cash. Now we have Obama, no HOPE and no CASH. Source: Unknown. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town [...] | ||||||||||||||||||||||||||||||||||||||||||||||
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