Plant the seeds

The Big Picture: On Recession and Recovery

The relentless flow of money into the market from US & foreign investors would suggest that negative news will be swept away by the sea of liquidity. Unless we do see a genuine double dip...

Zimbabwe as an Investment Destination

Given Mugabe's track record, that is one country that I would stay away without much thinking.

Down on the Farm: Do Farm Stocks Have a Place in a Balanced Portfolio?

Aren't there PR issues with foreigners buying local farmland, that we need to be worried about. Land is very emotional issue.

On Bailouts and Moral Hazard

On credit expansion, one mistake I believe was to pass the credit card bill in an environment where banks were inclined to cut back on credit card limits. This did reduce household credit further than would have without the bill.
I think Federal Reserve was right in saying that even if these reforms were appropriate, now was not the time to implement them. I do think that this might have also reduced financing to Small Businesses and Entrepreneurs in the middle of a recession.

U.S. Trade Deficit Increases - Alternative Explanations

Prof McTeer,
Roundabout way of saying Asian countries all supress their currencies and buy dollars. Do you also think that it is indicative of recovery of Domestic demand.
BC

Exchange Rates Revisited: U.S. Dollar and the Cost of Books

Move overy McDonald's index, move in paperback index.

Exchange Rate Manipulation: Beggar My Neighbor, Or Myself?

It has been interesting to note that other countries are more supportive of the dollar than the US Treasury. Asia, Europe have suppressed the rise of their currencies by buying US debt, so that they can continue to export, instead of allowing the natural balance between consumption and investment to take effect.

The Dollar as a Funding Currency

ECB cares when EU exports to the US drops by more than 50% in the first 9 months of 2009.

On Nov 10 03:52 AM Dave Wrixon wrote:

> It is not even in the ECB remit to track the dollar. All they care
> about are monetary conditions within the EU itself. Of course the
> dollar may impact upon that indirectly but it will never be a primary
> focus. Newton may have discovered gravity, but nobody as yet has
> worked out how to control it.

The Dollar as a Funding Currency

Need to separate the reversion to mean dollar returning to the level pre-Lehmann after spiking during the crisis, from the loss of confidence or gain in confidence for other currencies.

UBS, Credit Suisse: Capital Flight Fears Are Currently Unfounded

Assuming that money doesn't flow into any of the other tax shelters in the world.

Four Reasons Europe ETFs Could Make a Comeback

The falling dollar is making me more reluctant to invest in Europe as I get a negative conversion for stock returns.

Asia ETFs: Will Revised Asian Growth Forecasts Translate into Investment Gains?

The broadening of consumption in Asia is a story that is just starting to unfold.

Christmas Lights Are Up: Don't Bother Investing in Europe For Now

Eastern Europe and the problems there don't get the coverage, they deserve. My post on the subject.

seekingalpha.com/insta...

5 Reasons to Watch South Africa's ETFs

The soccer world cup next year appears to be timed to boost the economy substantially.

Emerging Market Rally to Continue, ETF Gurus Agree

There is money flowing into commodities based on speculation about commodity demand and ETF flows from investors. If this doesn't materialize then what happens to these investments.