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Tag Archives: investment
Marc Faber: cracked-up boom set to fall
Bloomberg interview of Marc Faber. He thinks in short term, emerging markets and US stock market are going to have correction, bonds and US dollar are places to be.
Decipher the growth-return fallacy
For a while, I have lost track of my favorite column at Financial Times, “Short View”. Now I got it back working again in my RSS reader. Here is an interesting piece on the growth-return fallacy in investing.
Growth does not equal return. It all depends on your entry point or purchase price. Previously, I have introduced this simple idea in an interview with Jeremy Grantham. In practice, more often than not, you will find people rarely get it.
(click on the graph to play)
Where to invest?
Investment strategist at BNP Paribas, ‘entertains’ you with some good ideas:
Bill Gross: Investment outlook
Bill Gross says new growth thrust has to be put into US economy. The current policy is just to flush money into toilet.
Fear of double dip – How real is it?
A very nice debate from CNBC’s Kudlow:
Also read my previous post on the argument for the potential of businesses driving this recovery, “Can Corporate America Carry the Spending Torch?“.
Are you ready to bet on China’s successful restructuring?
Anthony Bolton, the fabled British stockpicker, is staking his reputation on a £460m ($702m) bet that the Chinese economy is shifting away from exports and towards domestic consumption.
Mr Bolton’s bullish stance pits him against big-name investors such as Hugh Hendry, head of Eclectica Asset Management, and Marc Faber, author of The Gloom Boom & Doom Report, who are betting that the Chinese economy will crash.
Dip in, or dip out?
A debate on the prospect of double-dip, and the investment outlook.