This Credit Bubble (Mar 2009)* The articles on this page are presented as background reading only. The views expressed in them are not necessarily those of Bob Baker or Accuvest(Mackay).
Nothing in this information is to be taken as specific financial product or asset allocation advice which is necessarily appropriate to you.
Such advice needs to take into account any individual investor's investment objectives, tax and financial situation or particular needs. Investors should seek professional advice before investing.
General Outlook
Gerard Minack Dec 17 2008
Alan Kohler Dec 15 2008
George Soros Jan 14 2009
IMF slashes outlook Jan 28 2009
The great experiment Hoisington and Hunt via Mauldin
Jan 19 2009
A Drama - Australian Financial Review 7 Feb 2009
Europe up to its neck in debt - Australian Financial Review Feb 7 2009
Different Take on the Path to Recovery - Australian Financial Review Feb 18 2009
President under Strain - Australian Financial Review Feb 15 2009
Rescue Package fails to impress - Australian Financial Review Feb 18 2009
View from Inside(1 of 2) - Australian Financial Review Feb 18 2009
View from Inside(2 of 2) - Australian Financial Review Feb 18 2009
Call to Scrap Super Breaks - Australian Financial Review Feb 27 2009
Valuations Play Catchup - Australian Financial Review Mar 5 2009
Storm Seller Tallies $2.4bn - Australian Financial Review Mar 5 2009
$14bn Gone - Australian Financial Review Mar 5 2009
Mergers Hit Advisory Sector - Australian Financial Review Mar 5 2009
Bernanke sees economic turnup BBC 5th May 2009.pdf
Goldies analyst declares we have seen the bottom SMH 6th May 2009.pdf
Are Harvard and Yale Endowments Still Top of the Class Yahoo 17 Sep 2009f
PIMCO Quarterly View Oct 2009
How Did Economists Get It So Wrong?
Professor Steven Keen's "Debunking Economics" website
Professor Steve Keen's Debt deflation website
* Global Warming, ETS and Related Issues
Global Warming and ETS Perspective - John Smeed Nov 2009
* Overseas Comment
Warren Buffet Oct 16 2008
Time for a Reality Check - Mauldin Feb 13 2009
A few more pages from various gurus featured on CNN Dec 2008:
http://money.cnn.com/galleries/2008/fortune/0812/gallery.market_gurus.fortune/index.html
* * Residential Property Many would maintain that it investment is about "time in", not "timing".
The credit crisis is putting that theory to a pretty strong test.
We acknowledge that it is a very dangerous thing to generalise about residential property pricing trends, and that local factors can often override national trends.
In that context however, it is our belief that the current credit crisis and the associated likely rise in unemployment and necessary deleveraging, poses an interesting mix of opportunity and threat for those contemplating critical timing decisions with residential property.
You may find these extracts and their associated source documents, interesting to contemplate.
Also "Who Chrashed the Economy?"
And "The Scam of the Century"
Professor Steven Keen's "The Great Housing Debate"
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