Money Matters
A bubble is created when more money flows into an asset than is commercially or structurally feasible or sustainable.
The technology sector has come a long way since the heady market highs of 2000 and yet many investors still treat it with circumspection, thanks to the bursting of the…
Some hard (for some people to swallow) facts on China today With less than 20% of the world’s population, China consumes: ... 53% of the world’s cement ... 48% of…
Indefinite stimulus cannot work - because it gets less and less effective each time, ultimately becoming counter-productive.
Are hedge funds a separate asset class or a superior alpha generator within traditional asset classes? Or are they simply an expensive fee model for high frequency traders? This debate…
Markets are all over the place at the moment so what to do? Well, for those that read this column regularly, you know that I am a great believer in…
Generally, if it looks like a duck, if it waddles like a duck and if it quacks like a duck, then you can be pretty sure what it is… unless…
In the midst of the accounting scandals that are currently affecting a significant number of Chinese companies listed overseas, Eric Rosenkranz was in typically ebullient form on Squawk Box recently,…
Transferring out of final-salary schemes is becoming more attractive
Friday, 14 October 2011 Issue Vol. XIX No. 41 By Graham Macdonald
Should I stay or should I go has been a constant question in the minds of well-advised members of final-salary schemes for years. So the idea that some senior public…
Four Horsemen of the Apocalypse - A Happy Ending?
Friday, 07 October 2011 Issue Vol. XIX No. 40 By Graham Macdonald
Earlier this year, we wrote a treatise about the impending problems facing the four fiscally-challenged ‘horsemen’ of the economic apocalypse - Japan, USA, UK and the Eurozone). Today let us…
As the debate rages on about whether the U.S. economy is headed for a double-dip, we believe another recession is all but guaranteed, and there is nothing that can be…
Which currency is best for calm waters?
Friday, 23 September 2011 Issue Vol. XIX No. 38 By Graham Macdonald
My business partner, Paul Gambles, was chatting again recently with John Noonan, Senior FX Analyst at Thomson Reuters. Like us, John sees the Swiss Franc as overvalued, although I do…
Does Fed Model justify buying equities?
Friday, 16 September 2011 Issue Vol. XIX No. 37 By Graham Macdonald
Firstly before we even start this debate, it is only fair to take a step back and explain what the Fed model is and what it attempts to do. In…
Currency - A River of Opportunity?
Friday, 09 September 2011 Issue Vol. XIX No. 36 By Graham Macdonald
There’s a great deal of talk about Asian currencies of late - especially the Chinese Renminbi which has joined the ASEAN currencies and the Yen on our list of currencies…
The idea of the Euro project was also at least partly underpinned by an impetus that has been a constant theme in European history throughout the last three millennia; namely…
In the News
- Local News
- Business
- Travel & Tourism
- Features
- Our Community
- Property & Real Estate
- Our Children
- Sports
