wrote an interesting post today on
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Risky assets remained in favor during the past week, generally helped along by fairly robust economic data and better-than-expected corporate earnings reports. A number of bourses, crude oil, inflation-linked bonds and high-yielding corporate bonds and currencies recorded fresh highs for the year, whereas gold hit an all-time high of $1,070.20 per ounce. Assets such as government bonds and the US dollar saw fading demand as safe havens, now that the global economy is on the mend. Similarly, cr

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Random Feed wrote an interesting post today on
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It was another “blah” day on the overnight markets. If you think markets are event-driven (the news drives the market) this makes sense. Events are inconclusive. Consumer confidence here in Australia is up. But backward looking corporate earnings are not going to be so flash. The market doesn’t know what to think. Of course the market doesn’t actually “think” anything. It’s the expression of the aggregate actions of millions of buyers and sellers, each of whom has a brain, some persona

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Random Feed wrote an interesting post today on
Here’s a quick excerpt
Words from the (investment) wise for the week that was (April 27 – May 3, 2009) “Goodbye safe havens, hello risky assets.” This was the refrain of investors’ theme song during the past week. Safe-haven assets were out of favor as better-than-feared corporate earnings and signs of a budding economic recovery emboldened investors’ appetite for reflation trades such as equities and commodities. Investors’ sentiment improved notwithstanding a number of influences that could potentially disturb

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Random Feed wrote an interesting post today on
Here’s a quick excerpt
Is That Recovery We See? April 10, 2009 By John Mauldin Is That Recovery We See? Those Wild and Crazy Analysts The Shadow Inventory of Homes Commercial Real Estate Starts a Long, Slow Slide P/E Ratios Go Negative! The Effect of Earnings Surprises Corporate Earnings and Recovery in Recessions The Implosion in Social Security > The market, we keep hearing and reading, is telling us that there is recovery around the corner. And pundits point to data that

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