Will Investors Embrace Weakness As An Entry Point?
There is no sugar-coating what happened to stocks on Friday. All around the world, stocks really took it on the chin as the usual support mechanisms that bulls have enjoyed …
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E Andrew Sentance On Britain’s Economic Edge
I took tea yesterday with British economic analyst Andrew Sentance, author of a new book called Rediscovering Growth: After the Crisis. In fact we drank decaf cappucino at the HQ …
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E Top Scoring Weekly Returns: Buy And Hold 1 Year
Top scoring weekly returns: Buy and Hold 1 Year   The best scoring sector remains industrial goods Economic Data to Watch this Week:  January 27th January 28th New …
Read More Introducing “The Money Oscars” – Jon Stewart On The Davos Circus And Financial “Journalists”
Mike Krieger brings to our attention this clip from the Daily Show, in which Jon Stewart takes on the orgy of crony capitalists, vacuous celebrities and corrupt politicians that is …
Read More E The Great Wall Crash & More Inernational Investing News
While there will not be an ADR, Saudi Binladen, a $ 2.7 bn-sales family-owned construction and building materials company, plans to do an initial public offering of about 20% of …
Read More EC When The Hedge Doesn’t Work
I run a hedge fund which means I am meant to hedge risk. However if you hedge away all your risk you hedge away all your returns. So you have …
Read More EC 5 Things To Ponder This Weekend: Valuations, Triggers & Inequality
I woke up this morning (1/23) to this headline on ZeroHedge: CNN Politics:  BREAKING: China Dumps All Bonds, Declares South China Sea Zone Closed My first thought was “Oh! S***” here we go. My …
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EC Hanging In There After A Tough Week
There was nowhere to run on Friday as the DJIA dropped 318 points. The broad market had its worst week in quite some time. But if you look at the …
Read More E Mohamed El-Erian Is Quitting As CEO Of Pimco
I don’t believe Mohamed El-Erian, born an American in Brooklyn but of Egyptian heritage, is quitting as CEO of Pimco without a pivotol political or economic role awaiting him in …
Read More Currency Massacre In Emerging Markets
South American Woes Both Venezuela (socialist worker’s paradise) and Argentina (nationalist socialist paradise) have a problem with their foreign exchange reserves. In both cases it stems from trying to keep …
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