Bernanke Claims the Fed Can Remove ‘Punch Bowl’ & Curb Inflation

Goldman Sachs: The ECB Innovates With A ‘Creative New Policy Instrument’

Posted by fundmanager in Economic Forecasts

The ECB’s worst mistake is the lack of sensible PR. If the ECB were a regular company in the free market, it would quickly fire its PR agency and focus on solving its biggest problems. Even so, ECB’s policies are a lot better than its outdated, polit bureau-style PR strategies. […]

Breakup of the Euro? Germany Wants a Divorce

Posted by fundmanager in Uncategorized

After much initial hesitation, the Irish finally agreed on a “rescue package” over the previous weekend. At first glance it looks like the worst is behind them, but it’s not. Ireland’s public debt will now top out at 130%, so in plain English the fundamentals have not improved. Nonetheless, the […]

Wal-Mart Restarts Growth Again: An Early Sign Of A Rebounding Economy?

Posted by fundmanager in Economic Forecasts, Stocks

Wal-Mart (WMT) is among the most controversial U.S. companies. Proudly American Many American businesses fear Wal-Mart for its 10x force, to use Andrew S. Grove’s concept expressed in “Only the Paranoid Survive: How to Exploit the Crisis Points That Challenge Every Company”. Wal-Mart as a competitor is hard to beat […]

The Writing Is On The Wall: Apple Is About To Terminate Pro Products And Loose Out To Android

Posted by fundmanager in IT, Stocks

This article takes a close look at recent developments at Apple and uncovers what might be in the cards for users and investors looking into their AAPL exposure.

Markets Expect Political Gridlock And Why It Could Actually Be A Good Thing

Posted by fundmanager in Economic Forecasts, Taxes

Stocks priced in the Republican takeover in the House in the midterm elections. In the meantime, the results are nearly final.   In the light of the overreaching economic policies by team Obama, the sweeping losses of the Democrats and the stunning tsunami wave of the “dynamic duo” of TEA/GOP […]

Why The Fed’s Adventures With U.S. Government Debt and China’s Interest In Natural Resources Could Flare Up Inflation

Posted by fundmanager in Commodities, Economic Forecasts

The Fed has recently announced QEII (quantitative easing two, named like this in fond memory of QEI, which has saved us from a re-run of the Great Depression at the onset of this financial crisis). Could this be a hint at China’s growing reluctance towards investing in U.S. treasuries? Given […]

Midterm Elections 2010: Is It A Time to Buy Stocks?

Posted by fundmanager in Economic Forecasts, Stocks

No matter whether you are a Democrat, Republican, Independent or even if you don’t have any political affiliation at all. As long as you consider yourself an investor–or are just on the way to becoming one–the times ahead might be just perfect to invest on the stock market.

The midterm elections will set the the stage for a major power redistribution in Washington. Now that Democrats and Republicans are in the final stretch of the midterms, a much-anticipated Wall Street rally is in the air.

The Balance Of Power Is About to Shift And With it The Economic Policy

Posted by fundmanager in Economic Forecasts

On Friday, Chairman Ben Bernanke reassured investors that the FED is prepared to take new action in order to stimulate the economy. According to Bernanke the economy is still too weak, inflation is too low and worst of all the unemployment rate is stubbornly high. But Bernanke also expressed some […]

FED’s QEII Is No Shot In The Arm For The Real Economy This Time

Posted by fundmanager in Economic Forecasts, Forex, Stocks, Taxes

The FED’s current unease about QEII can prove prophetic. Not that this unease is going to impact the monetary policy in any significant way. QEII (quantitative easing, part two) is no shot in the arm for the real economy. The reason why quantitative easing will not have the desired effect […]

The New Credit Card Rules: Winners and Losers

Posted by fundmanager in Uncategorized

On its surface, introducing new credit card regulations to clamp down on abusive practices seemed a clear-cut solution. Once new credit card regulations take effect, so went the thinking, borrowers would no longer be fair game. Sudden interest rate hikes, exorbitant fees and some other annoying credit card “features” have […]