from Global Investing:

Who were the investment winners and losers in 2009?

December 30, 2009

Let's not beat about the bush: the winners in this year's investment stakes were those who cashed out early in the financial crisis, looked at hugely oversold stock markets in March and jumped back in. The losers were those who spent too much time thinking about it or, worse, thought it was a good idea to put all their money in Dubai stocks and  Greek government debt.

Step aside capitalism, how about leverageism

December 1, 2009

Our recent post on the End of Capitalism triggered much interest and comment.  There were plenty of diverse views, as one would expect. But one thread that came out was that what we are now seeing is not true capitalism (nor, of course, is it old-style communism). Ok, but what is it?

Crisis? What Crisis?

November 18, 2009

The title of this post is taken from two sources. One was a headline in British tabloid, The Sun, in January 1979, when then-prime minister James Callaghan denied that strike-torn Britain was in chaos. The second was the title of a 1975 album by prog rock band Supertramp that famously showed someone sunbathing amidst the grey awfulness of the declining industrial landscape.

from Global Investing:

The best of all worlds for investors?

October 12, 2009

Could it be that equity and bond investors are living in the best of all worlds at the moment?