We’re entering uncharted territory… The real estate bubble is bursting, of course. It’s all you see on the news, and all you read about in the financial papers. The reality is, most of us haven’t …
US property, and other investment bubbles
Category: Investments
Why Europe’s new gas supply is bad news for Ukraine
This feature is part of our FREE daily Money Morning email. If you’d like to sign up, please click here: sign up for Money Morning. Yesterday was just another normal day as far as the …
Aiming to uncover hidden value
Recently, views of the world economy seem to have been changing with the tides; investment themes are moving in and out of fashion even more rapidly than usual. However, this opens up opportunities for shrewd …
What Bernanke really thinks about the US housing market
Dr Bernanke had been expected to pull out all the stops in an eagerly awaited speech to the Economics Club in Washington DC. The leitmotif was intended to be personal savings…or the lack thereof and …
Gamble of the Week: avoiding drugs trial disasters
Have you ever wondered what happened to the victims of the tragic TeGenero drug trials back in March? Unfortunately, the news is not good. After the so-called “Elephant Man” tests went so dramatically wrong at …
Turkey of the Week: too pricey for the high street
Paul Hill, one of Britain’s most successful private investors, picks the best – and worst – tips from the press and brokers’ reports, and suggests best. This week, with the retail environment likely to get …
What’s the best way to play the water shortage?
The searingly hot summer promised in July is something of a distant memory now, as record-breaking temperatures gave way to an overcast and drizzly August and a mixed September. Headlines screaming about global warming, droughts …
Hedge funds feel the heat after Amaranth debacle
“Being greedy is the easiest way to lose money,” says Chris Walker in The Independent. It’s a principle that hedge fund group Amaranth Advisers should have taken on board. Its star trader Brian Hunter made …
Russia: not just an oil and gas story any more
There’s risky, and then there’s Russia. Investors have had further reminders recently of the political risk inherent in the market: worries over property rights flared up again when the government intervened in Shell’s Sakhalin-2 exploration …
How to interpret mixed messages from bonds and equities
“When asset classes diverge, investors should take note,” says The Economist’s Buttonwood column. While the Dow Jones Industrial Average has risen steadily since July and is now back at its all-time high, over the same …