Wolfgang Münchau discusses the current state of the Eurozone crisis and potential resolutions. He explains potential implications of a breakup and the costs and benefits to various countries across the region. Read more
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Ron Rimkus, CFA, compiles a wrap-up of the key issues affecting global markets for fundamental investors. Read more
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Noted behavioralist and value investor James Montier addressed the prospect of investing in European stocks through the framework of his Seven Immutable Laws of Investing — a set of common sense, value-based principles that are too often violated by the typical investor. Read more
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Nobel laureate Robert C. Merton challenged traditional models used by investors to measure sovereign and financial system credit risk and instead proposes an alternative framework. Read more
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Unsurprisingly, a major theme of the Fifth Annual CFA Institute European Investment Conference was the prospect for the euro. While speakers put forward different arguments, ultimately it seems the resolution must come from choices made about the political economy. Read more
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Felix Zulauf, president of Zulauf Asset Management AG, highlighted slowing growth in China and believes the eurozone is on track to be the shortest currency union in history. Read more
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Economist Anatole Kaletsky downplays the real economic importance of Europe to the global economy and believes there is a chance that Germany might even leave the eurozone to ensure the euro’s survival as a currency. Read more
Leave a CommentEarlier this week, we asked readers, “Is Germany, Finland, and the Netherlands’ objection to using the European Stability Mechanism’s bailout money to purchase existing bad loans appropriate?” More than 70% said these nations’ objections were appropriate. Read more
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Top posts from last month included an analysis of Warren Buffett’s winning strategy, an explanation of the relationship between the current account deficit and QE3, and an overview of Aswath Damodaran’s recent examination of value investing. Read more
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