Efficient Market Theory Under Attack

Posted on March 16, 2010 by

When markets are moved by phenomena such as the Carry Trade and Flight to Quality among currencies market pricing is not likely to conform to what is commonly known as The Efficient Market Hypothesis. In the attached James Montier from … Continue reading →

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The Great Recession

Posted on March 8, 2010 by
the_great_recession

The Elements of the Perfect Storm The Great Recession: Why the Great Recession is Different The Great Recession: Ineffective Fiscal and Monetary Policy in the Great Recession and Fed Exit The Great Recession: The Carry Trade and Asset Bubbles The … Continue reading →

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Lending Falls at Epic Pace

Posted on February 28, 2010 by

From the Wall Street Journal Read the pdf: LendingFallsatEpicPace

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Investment Outlook: The Ring of Fire by Bill Gross

Posted on February 11, 2010 by

Investment Outlook: The Ring of Fire by Bill Gross

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European Sovereign Debt in Distress

Posted on January 28, 2010 by

Following the 2007 sub-prime mortgage meltdown and the subsequent contagion that took down virtually every asset class and in turn the institutions that held those assets, the government of many countries were called upon to stabilize financial asset prices, the … Continue reading →

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Atlantic Monthly: The Quiet Coup

Posted on January 17, 2010 by

Link to article: Atlantic Monthly: The Quiet Coup

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Global Bear Rally Of 2009 Will End With Japan

Posted on January 4, 2010 by

Link to article: ‘Global Bear Rally Of 2009 Will End With Japan’ from John Mauldin’s Outside the Box

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Will 2009 Financial Market Trends Hold Up in 2010?

Posted on December 30, 2009 by

2009 Financial Market Trends In the last month of 2009 some of the financial trends of the year seemed to veer off course. While trend reversal in December is not unexpected as money managers seek to realize and book audacious … Continue reading →

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Commonwealth Opportunity Capital, Newsletter

Posted on December 12, 2009 by

Link to Article: Commonwealth Opportunity Capital, Newsletter

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Deutsche Bank Securities Inc.

Posted on December 1, 2009 by

Link to website: https://gm-secure.db.com/welcome.html

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