capital investment

Watch the video below and then read the text and the linked full article. No cheating! As anyone who has ever been in a verbal disagreement can attest, people tend to give elaborate justifications for their decisions, which we…

China is holding its ownregarding economic growth because the government is pumping massive amounts of government money into the economy in order to make up for the loss in trade.  What does this mean for China, Chinese shares and the…

Jim Grant is definitely not in the deflation camp. He believes a robust policy response and enormous expansion in the Fed balance sheet is storing up monster inflationary forces which could take holding a recovery. As a result, he is…

I am still away on Holiday in Mexico but have been checking the news and was not surprised to learn about the recent Wells Fargo announcement. I am coming off the fence here and looking for a bullish outcome on financial services. The…

Update: 3 Apr 2009: I have been getting more positive about the possibility of a cyclical upturn before 2009 is over (what I like to call a fake recovery). Meanwhile, the punderati are seeing black when they should be seeing shades of…

This comes from Win Thin, a senior currency strategist at Brown Brothers Harriman: Mexico President Calderon is now saying that Mexico stands ready to take a $30-40 bln IMF credit line. This was a surprise to us, and we view this as a…

While this bear market has been difficult, it does not compare to the 1930s as the graphs in this post indicate. And it's time to consider that the 2007-2009 bear market is almost over.

We have seen absoultely catastrophic losses at the world's Sovereign Wealth funds in the Middle East, Singapore, Norway, you name it. Add China to this list. China's State Administration of Foreign Exchange diversified its money out of…

No. Better to just forget about it, huh? Instead he talks about recent statements by the Obama Administration. hmm. Is CNBC chastened?

By now you have heard that Warren Buffett's bets on GE, Goldman, and Swiss Re and his derivatives positions have earned him a downgrade from Fitch Rating Agency. Below is the Fitch statement. I have highlighted the key sections.