Wall Street's Next Big Bailout? Written By: Eben Esterhuizen 2008-03-18 00:21:11
Ask yourself a simple question: Do you believe that the U.S. dollar will appreciate over the next decade?
Why Commodities Will Struggle in 2008 Written By: Eben Esterhuizen 2008-03-26 01:10:28 A recent Barrons article points out that "gold and copper are each down 12% from the all-time highs seen on March 17 and March 6, respectively, while crude has fallen 11% from its March 17 high. London International Financial Futures Exchange sugar and cocoa are off 25% and 21%, respectively, from recent highs, while Chicago Board of Trade wheat has slipped nearly 20% since March 13." Is this the end of the commodity bull run?
Why Wall Street Should Keep an Eye on the Indian Wedding Season Written By: Eben Esterhuizen 2008-08-13 02:46:02
There is a growing consensus that it's going to be the rest of the world that will drag the U.S. into a recession at the start of 2009. Tuesday's U.S. exports data surprised to the upside, but you have to wonder how sustainable this kind of export growth is. Adam Carr at ICAP Australia pointed out that shipments to Italy, the UK and Germany - whose own outlooks aren't great - were what drove U.S. exports higher during June. The resilience of U.S. exports has been providing some support to the stock market, but we have to wonder if demand for U.S. exports will remain strong.
