Archive by Author
Craig Basinger Joins Macquarie - 22/02/10
Important notice regarding the Crow’s Nest. On March 1st, I will be joining Macquarie Private Wealth.
Full StoryMorning Update - 19/02/10
The Fed’s move yesterday to raise the discount window rate has put a damper on global markets and a bid to the US dollar. This morning however, noninflationary CPI data has things improving.
Full StoryMorning Update - 18/02/10
North American economic data is dragging markets lower this morning. Inflationary pressures in the PPI combined with an increase in initial jobless claims is not a good combination for stocks or bonds.
Full StoryMorning Update - 17/02/10
Markets are looking to a strong open on the back of positive comments from Greece’s finance minister, strong earnings from financials in Europe and a jump in US housing starts.
Full StoryWeekly Commentary – Some Stability - 16/02/10
Markets have been showing some strong signs of improvement over the past week or so. Earnings continue to come in rather healthy and maybe, just maybe the financial markets are becoming desensitized to the problems in Greece.
Full StoryMorning Update - 16/02/10
Morning update is a little early today due to another meeting. Things were up nicely earlier but lately futures have been losing ground. Strong bank results from Europe have helped.
Full StoryModel ETF Portfolio Update - 12/02/10
An updated look at our model ETF portfolio. No changes this week.
Full StoryMorning Update - 12/02/10
China and poor Eurozone economic growth are the bad news sources today. Helping a little is stronger than expected retail sales in the US but we are still looking at a lower open.
Full StoryInvestment Trend Watcher - 11/02/10
Updated charts from our investment trend watcher publication. These include equity sector performance and most traded commodities. Of particular interest is some recovery in commodity prices after the steep declines.
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