Some critics of stiumulus plans on the drawing board argue that all this extra money creation will drive inflation to unprecedented highs in the future, and will sink the dollar. […]
Some observations and priorities. First some immediate action to arrest the precarious slide in the US economy, second a more enduring task to reinforce America’s brand of free-market capitalism, which […]
At least to Jeremy Siegel, and indeed he has a few arguments to back that up. On the other hand, we’ve been moving off the lows quite considerably already, and […]
Earlier today we argued that we think we are close to a bottom (nasty surprises excluded). The arguments are rather simple.
With credit markets stabilizing and some recession already priced into stocks (arguably), we have a feeling the worst may be behind us.
Well..
Jim Cramer, is creating some waves, and not everybody is greeting his comments with unadulated admiration, to put it mildly (see article below). However, in his defence, we must say […]
Mark Mobius, emerging markets expert, managing a 30B Templeton fund. Valuations in emerging markets are considerably lower than those in many developed ones. But above all, it’s reassuring to read […]
The role of China in the international economy is very interesting. It’s economy is way more open than would be considered normal for the size of its economy, so the […]
The US is in the midst of a financial crisis of epic proportions. The patient is on intensive care and it has just been administred a medicine that not all […]