Monthly Archives: July 2009

Plain talk can be cathartic

I admit that I have a deep revulsion to banker/brokers. I can't help it. I worked on the sell side for 6 years and I know the beast intimately. Call me a reformed smoker I suppose. Sure many of the … Continue reading

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Seeing the forest through the trees is key

Gary Shilling has decades of hands-on experience in financial markets. This doesn't mean he gets a crystal ball into the future any more than anyone else; but wisdom and experience can help us to see the main trends through the … Continue reading

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Not (likely) there just yet

Risk appetite hit another rough patch the past 4 weeks. Disappointment over the so far illusive economic recovery was pulling “growth” assets down again with a mood as damp and dreary as this summer’s weather. Then yesterday morning in a … Continue reading

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