By Andrea Shalal and David Lawder WASHINGTON (Reuters) – The pandemic sweeping the world will turn global economic growth “sharply […]
How to Invest in a Slowing China World
by Bryce Coward of GaveKal Capital Yesterday we gave three reasons why the stabilization seen in China over the last […]
Seth Klarman 2013 Letter to Investors: The Truman Show
From the Baupost Group’s 2013 shareholder letter by Seth Klarman, Klarman has recently given back 4 billion to investors due […]
The Great Disconnect
By: Kemal Derviş, Brookings Institute, Since the second half of 2012, financial markets have recovered strongly worldwide. Indeed, in the […]
Railway construction market in Poland worth in excess of €750m
The condition of rail tracks in Poland is deplorable due to two decades of neglect of investment. Thanks to the […]
Keynesian Confusion
by Michael E. Lewitt, Harchcapital “At the present moment people are unusually expectant of a more fundamental diagnosis; more particularly […]
US Debt: A Recipe for Economic Disaster?
By Rosanne Lim, Minyanville The foundation of the US dollar is already under threat. If it collapses, it will take […]
It’s Over: Bill Gross Declares That The 30-Year Bull Run In Bonds Is Coming To An End
By Gregory White, BusinessInsider Bill Gross of PIMCO has attacked quantitative easing as a “Ponzi Scheme,” and charged the American […]
Food For Thought – March Market Commentary – Who let Nuclear Godzilla into this house party?
By Liu-Yue (Louie) Lam, Co-Founder, Chief Investment Strategist, Oxstone Capital Management, The first few months of 2011 started off incredibly […]