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Readings: Making money, Appalling fundamentals, Pro-growth

Posted on June 25, 2008

Financial Times: GaveKal s four ways to make money. . . how money managers can make money in the current conditions -1. Run some kind of momentum trade2. Run some kind of return to the mean trade3. Run some kind of carry trade4. Run some kind of negative carry-tradeVia Big Picture, Welling @ Weeden: Inflation Not The ProblemThe Royal Bank of Scotland Group Plc (RBS LN) has the largest rights issue in European history, and everybody cheers it! It makes no sense. As I wrote, it s the financial equivalent of being mugged and turning around and saying, Thank you. But should we head off to t...

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