January 19, 2010
What we can learn from Japan’s decades of trouble | www.ft.com
J sovereign default ? Still look remote.Of course lessons from Japan not very bullish for global bond markets and global impact would be substantial triggering a chain reaction.In the end this could prove a salutary shock for Japan in the first place!
In consumption of gold, India again climbs to top
December 16, 2009
In consumption of gold, India again climbs to top | timesofindia.indiatimes.com
The 3rd quarter WGC data appears to be ambivalent. Support at ambient prices will, probably, be dependent on investment demand. If that fails, a sell off is possible.
Balancing Institutional and Retail Needs in the Equity Market
December 5, 2009
Dark Pools Seek Limited Transparency | wallstreetandtech.com
Since the 1970s, the SEC has played a balancing game between institutional trading needs and the investing public's perceptions of market fairness.
Is GDP more accurately described at GIGO (Garbage In, Garbage Out)?
November 30, 2009
US Stock Futures Fall after GDP Revision | online.wsj.com
If the GDP reports accurately priced in a REAL measure of inflation, we would experience far less reported GDP growth and would have a much more pure measure of national production and growth that would be far more accurate with real world circumstances.
2010 Debut Of U.S.Capital Market Performance May Still Prove Highly Uncertain
November 30, 2009
Hopes for 2010 Overshadow Weak Earnings Session | onlinebarrons.com
Concerns over economic recovery are likely to be a driving factor that may attribute to continued volatility within the capital markets over the next several cycles. Although uncertainty is a given, investors may benefit during market cycles by examining price variances on actively traded securities that have moved from recent highs. Taking long positions within sectors contributing to global economies of scale may enhance capital appreciation.
November 27, 2009
In consumption of gold, India again climbs to top | timesofindia.indiatimes.com
If we bring all gold in India into the open market, India would top in consumption. This is because gold bought yearly increases by several tonnes.
More Disclosure Likely For Dark Pools
November 25, 2009
Dark Pools Seek Limited Transparency | wallstreetandtech.com
The Securities and Exchange Commission is proposing that dark pools make information available in the public domain with respect to an institutional investors' interest in buying certain securities, rather than limiting the information to participants in the pool only. The Commission seeks to have disclosures as to who had an interest in the transaction, as well as the specific pool that executed the trade.
Institutional Investors Shifting Toward Equity Market Neutral Strategies
November 25, 2009
Patients, Families Take Up the Cause of Hospital Safety | online.wsj.com
Institutional investor confidence in equity markets show signs of improvement, as a preference for long term exposure toward large cap market stocks within and outside North America peak interest.
Diamonds Exchanges - a Route to Investment
November 24, 2009
Moves to open up gems market | www.ft.com
“De Beers and other players in the diamond industry are exploring how to create a viable market for diamond investment.” This prompts the following questions:- How are polished diamonds traded presently?- How have electronic commodity exchanges typically evolved?- How can this be applied to diamonds and what impact will it have on the industry?
Financial Failure is the Result of Both Fraud and Greed
November 23, 2009
Criminalizing Failure | www.portfolio.com
Criminalizing failure is not the solution to the underlying problem, that is, the lack of full transparency of all financial transactions. Why, because it is easy to point towards greed when an investment fails. Why not point to fraud instead?
March 2, 2010
March 1, 2010
Earnings miss, but management is missing
February 6, 2010
January 28, 2010
2010 Global Economic Outlook: Restructuring Not Recovery
January 21, 2010