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2010-11-05
The past week saw US policy makers unleash a fresh wave of monetary policy action in the form of the so-called "QE2", or Quantitative Easing Two, programme. What we will never know is what...
2010-09-20
The global hunt for yield has translated into a voracious appetite for bonds that has been piqued by investors' aversion to risk. Put together, these components of yield hunger and risk aversion...
2010-08-09
A month ago the world seemed obsessed with one thing: BP (see my post on the subject, Uncle Target , makes me a member of this cluster). However, now that BP seems to not have broken the world,...
2010-06-17
On Tuesday, US President Barack Obama described the oil spill that has resulted from the April 20 explosion and fire on BP's oil rig as "the worst environmental disaster America has ever faced". He...
2010-06-15
The link below connects to an article that I contributed to the business section of iafrica.com which looks at the metrics of the JSE's two largest diversified resources companies. My argument...
2010-06-10
I won't be the last I won't be the first Find a way to where the sky meets the earth It's all right and all wrong For me it begins at the end of the road Eddie Vedder, End of the Road The...
2010-06-02
It is widely held that the financial mess the world's advanced economies find themselves in is a hangover from the funds spent in recent years to rescue failed banks and bail out heavily indebted...
2010-04-26
Chris Mayer’s article, Useless Investing Variables: We Are Our Own Worst Enemy , which was recently published by The Daily Reckoning , provides support for the view that the toolkit of...
2010-04-20
An unfortunate reality of the investment industry is that even the greatest managers make mistakes. And, as the story behind Goldman Sachs unravels, it increasingly appears that Warren Buffett,...
2010-03-18
A Background Note The note below, authored by John Cassidy, was published earlier this week by the Financial Times. Cassidy, is a staff writer at The New Yorker and a contributor to The New York...

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