It could get worse before it gets better

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By Neels van Schaik

The most important catalyst that we need for the rerating of domestic equities is clarity on the direction of domestic interest rates.

After four years of very controlled inflation, this nemesis has once again reared its ugly head as a result of its impact on interest rates. […]

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Stock market charts tumbling down

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Pursuant to the Bear Stearns collapse, this post shows a light-hearted “expert” chartist’s view of the near-term prospects for global stock markets. […]

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Let’s Get Real About Bear

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Reams of articles and comments have appeared over the past few days on the Bear Stearns debacle. A particularly interesting viewpoint has just been penned by my business partner John Mauldin and is republished in this post. […]

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