market wizards

Wading into the controversy surrounding Peter Schiff's investment under-performance, the Wall Street Journal has released an article which calls into question the fundamental arguments for Schiff's investment strategy. Schiff, a fund…

Government policy must be well-crafted in order to avoid negative unintended consequences that arise when the government inserts itself into the private sector. And this is where I am having a problem with the Obama Administration.…

You may have already seen the Warren Buffett interview on Dateline from last Sunday. In it, he gives a sober analysis of what to expect from the new Obama Administration in terms of economic policy. The long and short of it is that we…

Louise Yamada is one of Wall Street's foremost technical analyst. She is quite bearish and thinks the Dow Jones Industrial Average could go to 6000. Her advice: sell stocks.

Peter Schiff is that market wizard people were laughing at just a year ago because of his extreme views. Well, things have turned out much as he has indicated they would. So, now he has a captive audience. And what is he saying?…

Fred Hickey is bullish. This is big news. He has sold all of his puts for the first time in years and is now playing the markets from the long side. His favorite picks are in precious metals and technology. See the attached video during…

The Chief Economist of Goldman Sachs sat down with the FT's David Oakley and had a go on a number of topics from the financial crisis, investments in Emerging Markets, the future of the Bric (Brazil, Russia, India and China) economies, to…

In an FT opinion piece, Jagdish Bhagwati, a famous name in economic circles on the issue of free trade, issued a blistering attack on president-elect Barack Obama's commitment to free trade in the face of a deteriorating U.S. job market.…

It looks like John Kenneth Galbraith is back in style after years of the laissez-faire crowd holding court. The Economist chronicles the revived interest in his works according to book sales at Amazon. He is definitely on my reading list.

UPDATE: 25 Mar 2009: In anticipation of the upcoming G-20 meeting and on the heels of some provocative comments made by Chinese officials regarding the US dollar, I would like to re-post this article from January. Paul Davidson has a very…