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While the general consensus view is that the austerity measures in Europe as a result of large budget deficits will force the euro zone into recession next year, economic growth in Germany, Europe’s largest economy, is surprising on the upside. Read on … [...] More on this topic (What's this?) Prepare for Europe – "It's Going to Be Ugly" (Money Morning, 1/16/12) Take Heed! How the European Crisis Could Hurt U.S. Stocks (Wall Street Daily, 1/19/12) EU Summit Produces a Long-Term Solution for a Short-Term Crisis (Investment U, 12/16/11) 
By Cees Bruggemans, Chief Economist of FNB. This COMMENT is dedicated to the memory of Dr Charles Martin, Senior Economist at the BER, who tragically passed away last Thursday after this document had been completed. Charles was a good friend. We will miss him. Participants in the FNB [...] More on this topic (What's this?) FNB Fixed Investment Round Table: 3Q2010 (Wall Street Sector Selector, 8/25/10) F.N.B. Corporation Misses the Street's EPS Consensus (FNB) (Benzinga, 10/25/10) South African productivity (Wall Street Sector Selector, 8/26/10)
Housing ex the first-time homebuyer tax-credit program – from a cartoonist’s perspective. [...]
What does the surge in the Baltic Dry Index mean? Click through for a discussion … [...] More on this topic (What's this?) The Most Alarming Chart I’ve Seen All Week (Wall Street Daily, 1/20/12) The Madness of Crowds: How to Play Bonds, China, and Gold in 2012 (Money Morning, 1/11/12) Baltic Dry Index Slumps To Lowest Since January 2009 (GreenLightAdvisor Views, 1/17/12)
This interview features Barry Ritholtz, writer of The Big Picture blog, on what to invest in. [...]
Dave Rosenberg, Chief Economist and Strategist of Gluskin Sheff & Associates, argues that the U.S. financial system is still broken. Read on for his comments … [...] More on this topic (What's this?) The Secret to Gold Prices: Real Interest Rates (Wealth Daily, 1/20/12) A Misconception about the Value of Bonds (Michael James on Money, 1/18/12) Sorry Inflationistas, But This Chart Proves You Were Wrong (Wall Street Daily, 10/21/11) |
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By Prieur du Plessis, on August 25th, 2010 posted in: 
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Baltic Dry Index – sell-off overdone?
Faber: “Bubble” exists in safest bonds
Investor Sentiment: Is this the end of the road for the rally?
Monetary policy: Week in review (Jan, 2012)
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