Asset class performance (April 2012): Another good month for bonds

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This post shows a chart with the monthly performances of the principal asset classes. […]






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Martin Feldstein on Fed policy, stocks, economy

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Martin Feldstein, a professor of economics at Harvard University, talks about the impact of Federal Reserve monetary policy on the stock market. He also discusses the outlook for the U.S. economy. […]






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Laugh out Loud: Forward (spending)

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A classic cartoon … […]






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South African data suggests sustainable expansion

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By Cees Bruggemans, Chief Economist of First National Bank.

Except for a disastrous 1Q2012 mining performance due to labour unrest and safety related stoppages, and parts of agriculture suffering drought conditions in some growing areas, most other economic data paint a sustainable if modest pace of expansion into next year.

[…]

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“The biggest bubble in recent history is heading for the mother of all hard landings,” says Albert Edwards

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“We are in a profits recession, both at the developed and emerging level,” said Albert Edwards. “The equity markets seem able to ignore this inconvenient truth for the moment.” […]






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Prieur’s Readings (May 3, 2012) – staying up to date with top money news

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As part of my daily routine, I publish all my reading (including snippets from other well-known commentators) in an Internet newspaper, “Investment Postcards Daily”. Click through to read the latest edition and register for a free subscription. I publish the paper even when traveling for extended periods like over the past month. This is therefore a sure way of staying in touch. […]






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