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  By Prieur du Plessis, on March 11th, 2011 posted in: Investment, Markets, Money  2 people had their say - chime in!
James Montier, a long-time favorite among the readers of Investment Postcards, has just produced a white paper entitled “The Seven Immutable Laws of investing”. In the paper, the GMO strategist presents a set of principles to guide sensible investment. [...] More on this topic (What's this?) Measuring the Performance of the Ivy Portfolio (Phil’s Stock World, 12/1/12) Where to start with investing (Buying Value, 3/12/11) Back at it (Buying Value, 3/7/11)
Barry Ritholtz, CEO of Fusion IQ, speaks to Tom Keene of Bloomberg about the outlook for financial markets after the Federal Reserve ends its program of quantitative easing. [...]
According to CoreLogic, 11.1 million homes or 23.1% of residential mortgages outstanding had negative equity in the fourth quarter of 2010, up slightly from the third quarter. This problematic situation combined with the existence of numerous foreclosed residential properties make a strong case for the Fed to maintain the current easy monetary policy stance in the months ahead. [...] More on this topic (What's this?) Why Are Mortgage Rates so Low? (Learn Mining News, 3/3/11) Home Sales Tumble (Wealth Daily, 3/21/11) Double-Dip in Home Prices Could Restrain Economic Recovery (Money Morning, 4/8/11)
In INET’s exclusive interview with Richard Koo, Chief Economist of Nomura Research Institute, he discusses the ideas behind “Balance Sheet Recessions”, why QE2 won’t work, and how China’s monetary policy was effective in the wake of the Global Financial Crisis. [...] More on this topic (What's this?) Disaster in Japan: How Bad Will it Get? (Money Morning, 3/18/11) Japan’s Market Stumbles in Wake of Disaster (Wall Street Daily, 3/14/11) Three Reasons to Invest in Japan Now (Investment U, 3/17/11)
The “days of rage” sweeping through the Middle East and North Africa (MENA) have raised questions about the possibility of a similar movement erupting in China. At a glance, the ingredients for uprising appear to be present. Read on … [...] More on this topic (What's this?) China's Five-Year Economic Plan Calls For Slower Growth (Money Morning, 2/28/11) The WSJ's Most Controversial Article... Ever (Wealth Daily, 2/2/11) Is China a Bubble? (Expected Returns, 2/10/11) |
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