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economic recovery

Hedge Fund Performance

by admin on July 8, 2009

Some people believe hedge funds are near dead and ready to leave the face of the Earth. If you listen to the media, it seems like hedge funds failed in every way possible. It is true that being a hedge fund manager was not a walk in the park during 2008, but it was better [...]

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Market Mood Swing

by admin on June 24, 2009

I don’t like to talk about any change of market direction by analyzing it for a two week period, but is there something for real here? The same way I believe the “green shoots” are not all that valuable because one or two data points out of a 2 year downtrend does not tell that [...]

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U.S. Investment Recovery

by admin on June 22, 2009

Is investment going to be the factor driving the U.S. economy out of the recession? In a recent post, “Road to Recovery: The Consumer ?“, I looked into whether the U.S. consumer was going to be that force; however, it seemed like the consumer was not going to be the savior this time. What’s going [...]

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U.S. Consumer Recovery

by admin on June 10, 2009

Lately, I’ve been pondering about where the economy recovery is going to come from. If you listen to the experts, they don’t seem to know either. The first factor worth analysing for the United States is the consumer because consumption currently makes up about 68% of GDP. This whole economic crisis has brought a big [...]

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