Posted by Davy Bui on November 12th, 2007 in Market Commentary
Sorry about the absence the last few days…I’ve been feeling a bit under the weather.
The Asian markets (ex-China) are kicking off the week with continued selling. Bloomberg is carrying a story about foreign central banks trying to deal with the US dollar’s continuing slide with a variety of FX and capital controls. Who [...]
Posted by Davy Bui on November 2nd, 2007 in Market Commentary, Worth Reading (links to articles, etc.)
Barry Ritholtz over at the Big Picture blog has a great post about what inflation under control looks like. He’s asked for a few more examples in the comments section but I’ll post them here below.
A few of these stories focus on the inflation we’ve been exporting through our dollar and especially how it’s [...]
Posted by Davy Bui on October 30th, 2007 in Investment Strategies, Worth Reading (links to articles, etc.)
If you don’t subscribe to the Financial Times, I’d highly recommend picking up a copy of today’s paper and flipping to pg 24.
A couple of great articles — first up is a thoughtful commentary from Jerome Booth regarding emerging market debt, which dovetails nicely with a book I just finished reading, The Return of Depression [...]
Posted by Davy Bui on October 19th, 2007 in Stock Research
As I type this, the Dow is down 330+ points and all indices are negative 2% or so but I’m still having little luck finding interesting prospects. There are a few stocks coming into my zone as well as a new addition to the portfolio that still has a little further to drop before [...]