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- I'm Really Tired (of This Market)
- David Goldman submits: As in this scene from Blazing Saddles, I’m tired of this market. There’s nothing to say that I haven’t set multiple times before, but here’s a note to make clear that I haven’t stopped thinking about things. I announced at the beginning of the...
- External links 2009-06-21
- Saving America's Main Street
- James Rickman submits: Today, the United States remains the richest and most powerful country in the world. Its military spans the globe. But from the Spanish Empire of the 16th century to the British Empire in the 20th century, great global powers have always found that their fortunes begin to...
- External links 2009-06-21
- The World Bank's Grim Picture of Emerging Economies
- Research Recap submits: It is a hard to find much positive in the World Bank’s grim economic outlook for emerging economies. True, the Bank did increase its estimate of China’s growth to 7.2% from 6.5% this year, but that is not enough to make much difference. ...
- External links 2009-06-23
- Asia: The Mother of All Incumbent Advantages
- David Goldman submits: Independent hedge fund managers, e.g. Raptor last week, are following me out of the business. In a market in which the government tells everyone what things are worth, the fine judgement of bond analysts is worthless. I used to manage a department with dozens of high-paid...
- External links 2009-06-08
- Random Walk Down What Is Definitely Not Wall Street
- Tyler Durden submits: When I did the first of my Random Walk series, I focused exclusively on the empty storefronts in Manhattan's Madison Avenue Gold Coast area. It was enlightening to many to see just how deep into the heart of the monster the CRE collapse had cut. ...
- External links 2009-07-14
- Mexico's Woes: Quakes, Flu and Oil Production Collapse
- Gregor Macdonald submits: Reluctantly I’m going to briefly cover Mexico today. Your RSS newsreader and your Bloomberg however are already, no doubt, filled up with reports from Mexico’s Flu Zone. Or Quake Zone. Or both. Instead, I lightly suggest you turn your attention away from these acute conditions, to...
- External links 2009-04-27
- Swine Flu: Is the Overreaction More Costly than the Virus Itself?
- Bill Gurley submits: It is reassuring to see the press take a more modulated view of the swine-flu risks, especially as it becomes clear that both deaths and incidents have been overstated in the past week. Our “instant on” media has an insatiable appetite for the scintillating story....
- External links 2009-05-02
- Hedge Fund Start-Ups: Major Industry Players Rising from the Ashes
- Daniel M. Harrison submits: This story was originally published on Daniel M. Harrison’s Finance blog at BNET Industries on May 1, 2009. by Daniel Harrison
- External links 2009-05-04
- Potential Eastern European Economic Collapse Worries Me
- Toro submits: The economy and the markets have gone through a traumatic shock unlike anything we have seen in seven decades. You know the story by now - housing bubble collapse, Lehman bankruptcy, subprime mess, credit market implosion, deleveraging, etc. I believe the market had priced all of...
- External links 2009-05-04
- How Does $9000 Gold Sound?
- Marc Chandler submits: In recent days the Canadian and Swedish central banks have joined the majority of other G10 central banks by indicating that they too may engage in quantitative easing now that the interest rates have been reduced to 25 and 50 basis points respectively. The ECB is...
- External links 2009-04-26
- Is the Next Shoe About to Drop?
- Bill Luby submits: There has been a lot of speculation about which corner of the economy is likely to implode next and start to write the next chapter in the current financial crisis. Credit card debt and commercial real estate are two of the most frequently cited potential culprits,...
- External links 2009-04-08
- Back to the Investment Drawing Board
- Macro Man submits: Sigh. If only Macro Man had been able to hire Costanza over the weekend. For if he had, then ol' George would have told him that the clear response to a country reporting a -19.7% saar GDP figure in Q1 and adjusting its...
- External links 2009-04-14
- Do We Really Want Consumers Too Confident?
- Sean Hyman submits: By Bob O'Brien When the strong Consumer Confidence numbers came out today, it begged me to ask the question: Do we really want consumers too confident? The numbers were good, but I really think it depends upon from which perspective you are coming from....
- External links 2009-05-27
- How Emerging Markets Will Beat Developed Markets
- Frank Holmes submits: If you believe now is a good time to invest in U.S. stocks, emerging markets may offer even more opportunity. We believe global growth is the most powerful investment theme now and for the foreseeable future. You can see...
- External links 2009-10-06
- Is There Really a Global 'Cabal' Aiming to Dump the Dollar?
- Patrick Chovanec submits: British journalist Robert Fisk has published a rather sensational report in today’s The Independent that the Gulf Arab states are in secret discussions with China, Russia, Japan, and France on moves to dump the U.S. Dollar as the world’s chief trading currency. According to him: ...
- External links 2009-10-06
- The Dollar Is Driving Financial Markets
- Greg Feirman submits: We’ve got this very unstable situation in which Fed policy is dictating the behavior of so many assets. The dollar is at the nexus of this. - Dean Curnutt, President, Macro Risk Advisors, quoted in “Dollar Calls the Tune For Stocks, Bonds, Oil”, Tom Lauricella,...
- External links 2009-11-03
- World Stock Markets Rally to 12-Month Highs
- Mark J. Perry submits: The MSCI World Stock Market Index has registered gains in 8 out of the last 9 trading days, and closed yesterday at 1166.652, the highest close since October 1, 2008, more than a year ago see chart above. The World Index has risen 26.8% since...
- External links 2009-10-16
- Who Is Carlos Slim in Today's Market?
- The Baseline Scenario submits: By Simon Johnson The US increasingly displays characteristics that we have seen many times in middle-income “emerging markets” – new dimensions of vast inequality, forms of financial instability that benefit the best connected, and consistently easy credit for the privileged. But this raises the...
- External links 2009-10-17
- Asian Production Networks: China's Exchange Rate Policies Could Hamper Their Growth
- World Bank Crisis Talk submits: by Brian Hoyt There is an interesting article in Econbrowser by Willem Thorbecke of the Asian Development Bank, which looks at East Asian Production Networks, Global Imbalances, and Exchange Rate Coordination. by World Bank Crisis Talk
- External links 2009-10-21
- The Battle of the Bears: California vs Russia
- Frank Holmes submits: If I told you that an investment in California was riskier than Russia, would that surprise you? by Frank Holmes
- External links 2009-08-10
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