Global REIT Boom Ends here?
Readers of my previous article would know that i think there are certainly some bargains on the REIT front. In this article, Eric Roseman summarizes what happened, why REITs got hammered and whether there are opportunities out there.
One of the biggest casualties of the global financial crisis is the big bust now underway in REITs, […]
Jim Rogers: Commodities still the way to go
What is your view on global economy and inflation?
The world economy is in recession and the inflation is going to stay here, it is going to get worse. Some countries lie about it. But, inflation in all countries is going to get worse. The next decade is going to see lot more inflation, which is […]
Mark Mobius Sees Commodites Correction, Not End Of Boom
Emerging markets veteran Mark Mobius doesn’t think the recent selloff in commodities is the end of a boom which started back in 1999. Pratima Desai for Reuters UK wrote last week:
“When you have a long-term uptrend, excesses build up along the way. We are witnessing a correction,” said Mark Mobius, executive chairman at Templeton Asset […]
Richard RUSSELL ON GOLD & THE DOW
August 13, 2008 — We’ve recently seen the greatest expansion of credit in history. It was a product of Asian and Mid-Eastern countries holding down the value of their currency by creating more of their own money and buying dollars. The Fed got into the act in 2003 when it held down Fed Funds to […]
Richard Russell On The Market
August 11, 2008 – “A rough measure of broad money in the world’s 20 largest economies is growing at near 20%, year-over-year, in dollar terms” (from Grant’s Intereazst Rate Observer,August 8).
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It’s OK to be confused. It happens to me all the time. I receive about 20 advisory reports ever week, and in my 50 […]
Marc Faber:Long US Dollar, Japan
Last Friday, well-known bear Marc Faber spoke to Bloomberg’s Kathleen Hays about the euro’s performance against the U.S. dollar, commodities, and the global economy. Some notable excerpts from the interview included:
The global economy is in recession already…
The U.S. would now outperform for 3 to 6 months…
I think the dollar can continue to rally somewhat to […]
Nouriel Roubini: Barron’s Interview
Economist Nouriel Roubini have always come across as a perma-bear. He was especially critical during this economic crisis and forecast more problems to follow.
This is a long Barron’s interview with him and he shares his thoughts on this crisis and explains he is not a perma-bear.
LIKE THE EXHORTATIONS OF JEREMIAH TO THE NATION OF Israel […]
Do you think you can predict the result well?
Right now, many are predicting a US recession. Its interesting to find this article off Carpe Diem that Paul Krugmen predicted 9 out of the last top 10 non recession. That is a truly astounding record.
It goes to show that trying to predict it over a period of time and you will eventually get a […]
