Monthly Archives: June 2008

The global equity sell-off resumed with great force this week all around the world. As we survey the carnage, I am wondering how the “decoupling” pundits are faring now. A recent interview (worth reading) called “Inflation not the problem” with … Continue reading →

Warren Buffett gave an interesting interview with Bloomberg yesterday. You can watch the video clip here. Highlights: He has endorsed Obama for President in 2008 (remember Paul Volker has as well) He's concerned about “stagflation,'' or slowing in the U.S. … Continue reading →

Today we received the latest instalment in the S&P Case Shiller Index. For the month of April, the 10-City Composite posted a new record low of -16.3%, and the 20-City Composite recorded a record low of -15.3%. No one should … Continue reading →