One clear difference between the 2010 economic slow-down and the 2011 slow-down is the pervasive decline in the stalwarts of the global recovery, the emerging markets...
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Posts Tagged ‘ Commodities ’
The Emerging Thud
From Commodities to Managed Futures
This is a conclusion I arrived at several years ago. Commodities may do well, or they may not, but they do not provide any diversification at this time.
Todays Links: The View from Here
Yesterday was one fo the best days ever for the stock markets: What does it mean? I think it ultimately depends on factors unrelated to the move itself. Econompic provides us with some context: Obviously large one day moves in and of themselves tell us little about what is to come. So, let us...
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$200 OIL!
Goldman’s Murti Says Oil `Likely’ to Reach $150-$200 Do you remember when Murti was derided for making the call that oil was going to have a superspike? I do, and I was one of the skeptics, though only for a brief while. Crude oil may rise to between $150 and $200 a barrel within...
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Consumer Spending is Ugly
While spending increased in March by 1.8% over a year ago, adjusted for inflation it was way down. The only reason sales were positive was gasoline, though food sales were positive. Even there, that is mostly due to inflation and rising prices of food and staples. Download article as PDF
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The Yale Portfolio Experience
Finally it is the long-term investor, he who most promotes the public interest, who will in practice come in for most criticism, wherever investment funds are managed by committees or boards or banks. For it is in the essence of his behaviour that he should be eccentric, unconventional and rash in the eyes of...
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