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Rudi On Thursday
Nov 16 2009
Weekly musings from your editor. Despite all the dangers, uncertainties, and lots of noise, the underlying trend for equities is up.
A Counter Argument On US Unemployment
Nov 13 2009
While some in the market see US unemployment hitting 12-13% in coming months Morgan Stanley disagrees, expecting the measure will soon peak at around 10.5%.
US Unemployment Will Get Much Worse
Nov 12 2009
While the neighbourhood of 10% was expected to be the peak for US unemployment, fears are growing that it could push to 12% and beyond.
Rudi On Thursday
Nov 09 2009
Weekly musings from your editor. Are investors looking at the right message while the markets are correcting?
The Overnight Report: Stocks Shrug Off US Unemployment
Nov 07 2009
US unemployment flew past 10%, but investors shrugged off the bad news seeing stocks post some minor gains. Dow up 17 points.
Oz Mining Investment At Record Levels By FY13
Nov 05 2009
BIS Shrapnel suggests Australian mining investment will reach record levels in four years, driven by multi-billion dollar projects in a number of sectors.
Rudi On Thursday
Nov 02 2009
Weekly musings from your editor. Short term pain, longer term gains for the share market? Value is in the eye of the beholder.
Is ‘Cash On The Sidelines’ A Myth?
Oct 29 2009
Much faith has been put in late money preventing any significant stock market correction.
RBNZ Expected To Remove Easing Bias
Oct 26 2009
The Reserve Bank of New Zealand is expected to leave rates unchanged this week but quietly change its tune.
Rudi On Thursday
Oct 26 2009
Weekly musings from your editor. Ultimately, it all boils down to whether enough value is on offer, or not.
