A Bourse Diary

There is an analysis of Lawrence Summers of what lessons China can learn from economic history. It is published in Financial Times Germany (...

I like the optimism of Ken Fisher... Currently the big concern for the US economy appears to be the housing slowdown. Some commentators alre...

All the data suggests a coming monetary easing. But I have a strange feeling. I am not that convinced the Fed will be inclined to ease so so...

My sentiment is bearish. The market is much higher than when I first, incorrectly as it turned out, became bearish. The defensive action tak...

The Federal Reserve Bank of New York publishes a new study on tracking and evaluating of productivity trends in the economy. In the summery ...

The G7 summit put hedge funds on its agenda and caused additional uncertainty about the health and stability of the financial system. Espec...

Hedge Fonds have under management ca. 1% of all world's financial assets, but represent up to 20-30% of trading volume. This is the resu...

The interest rates - are they the key to today's financial markets? If you can understand the forces behind them you should be in a very...

The inflation outlook should be more favourable for the investors' community after the good data provided today: U.S. worker productivit...

Always be sceptical when you see statistics. With graphs it can get even worse: In the investment world, this takes the form of scores of mi...