Stock markets – a reversal of fortune?

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The sheer magnitude of yesterday’s stock market surge makes for interesting reading when put in historical context. This post provides some interesting data and charts, and concludes with the question: “Have we seen the bear’s corpse?” […]

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Jeremy Grantahm: Still Holding Back

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In July this year Jeremy Grantham said: “Don’t be brave, run away. Live to fight another day.” Although his warnings go back a number of years, Grantham was eventually right. His latest views on the fallout from the financial crisis, as reported in a Barron’s interview, makes for interesting reading. […]

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