The chart below was created using S&P 500 returns dating back to 1871. (This uses widely-accepted methodologies to re-create returns for the earlier years.) I looked at nominal returns vs [...]
Jun 302010
Hoe Brothers Investment Management recently published an in-depth report on the state of the world today. Among 9 overall issues on their radar, they take an especially deep look into the state of the global government debt markets and predict how sovereign debt crises may play out.
Jun 282010
This was created during a time when the average American saw the value of his savings and income erode relative to prices over time. Many similarities to today… Part 2 [...]
Based on this, the market has gone nowhere since the 2009 March bottom.
Jun 172010
“I think it would be very good for the world to have deflation … at this level I’m not particularly interesting in buying anything.” Faber is still buying gold, however…
Jun 142010
“It is no longer sufficient to analyze macroeconomic and microeconomic trends and individual companies and sectors; we now increasingly need the help of a political analyst who can warn us [...]
Jun 102010
Everybody is so bearish about the euro that it looks like now is a good time to buy the single European currency, Jim Rogers, chairman of Rogers Holdings
Jun 042010
“We are seeing a repeat of 2007 and 2008 with the inter-bank market in trouble, people are ignoring this.”
Marc Faber suggests that the Federal Reserve will never be able to tighten monetary policy and why real interest rates will remain zero forever.
Popular Delusions by Dylan Grice of Société Générale
