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The billion dollar questions I ask myself are whether the crisis is over and what is awaiting the markets. The bears will argue that we have seen nothing yet, while the bulls will hold the opinion that better days are ahead. To my mind anything is possible but the trends during previous crises perhaps hold the key for the immediate future. [...] More on this topic (What's this?) Chart: Fixed Income Sector Returns from 2001 to 2010 (Top Foreign Stocks, 9/12/11) Country Indices Annual Returns from 2001 to 2010 (Top Foreign Stocks, 10/5/11) Harbinger, Spectrum Back In Spotlight (The DIV-Net, 5/16/12)
I have been a little quiet on the blog over the past few days. And with good reason. It is with a sense of pride that I wish to share the news with you: I successfully completed the Ljubljana Marathon (42.2 km / 26.2 miles) on Sunday! Although it was quite cold (60C [...] More on this topic (What's this?) Eurozone Descends into a Farce as "Grexit" Looms Large (Money Morning, 5/18/12) European Fiscal Compact In Crisis As Irish Vote Looms (Value Investing, 5/7/12) EU Officials Give Eurozone’s Firewall a Final Treatment (Wall Street Daily, 4/2/12)
This week on Wealthtrack, Consuelo Mack continues her interview with two of the investment world’s biggest stars. Bill Gross and Mohamed El-Erian, Co-Chief Investment Officers of money management powerhouse PIMCO, sit down together to discuss outlook and strategy. [...] More on this topic (What's this?) Can You Profit From PIMCO’s World of “Total Returns?” (Wall Street Daily, 3/21/12) Should You Sell in May and Go Away? (Capitalogix, 5/6/12) Weekly Leading Index (Comments for thetechnicaltake, 4/30/12)
Stephen Roach, a member of the faculty at Yale University, is Non-Executive Chairman of Morgan Stanley Asia, alerts us on Project Syndicate that the U.S. runs trade deficits with 87 countries. [...] More on this topic (What's this?) ECRI's WLI and Deficit Spending (Kirk's Market Thoughts, 4/30/12) Deficit, Debt And Law Of Large Numbers (Disciplined Approach to Investing, 10/19/11) US Budget Deficit Rises to $4,088 per Worker! (Kirk's Market Thoughts, 3/13/12)
Kenneth Rogoff, an economist at Harvard University, talks about European leaders’ agreement to expand a bailout fund to stem the region’s debt crisis. [...]
Remember “Prieur’s Readings”? These used to be popular posts, but quite time consuming as it involved endless cutting and pasting. However, thanks to Paper.li, I have now started publishing all my reading in a newspaper, “Investment Postcards Daily”. [...] More on this topic (What's this?) Why This Market Truism Just Isn’t True (Investment U, 12/5/11) Why Most of the Investment Advice You’ve Heard is Wrong (Investment U, 1/20/12) Golden Rule: The Investment Theory of Politics (Finance Documentaries, 5/18/12) | ||||||||||||||||||||||||||||||||||||||||||||||
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