Monthly Archive: January 2011

Jan 28

Top read on Asset Class Bubbles

A couple of days ago Jeremy Grantham (the G in GMO) published his latest quarterly newsletter (click here) in which there’s an excellent article on Asset Class Bubbles. I won’t bore you with my own re-interpretation of the newsletter but I just wanted to point out my appreciation for Grantham’s first chart explaining “the way the …

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Jan 11

Bangladesh Share Market Crashes

As the chart shows above the Bangladesh share market crashed overnight recording around an 9% fall before the market closed early amid the panic. According to the BBC , after the market clsoed there were clashes in the streets from protesters opposing the closing of the market. Since December, the Bangladesh market has collapsed almost …

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Jan 10

Australian Government Bond Yield Curve

First post in a while and the first for the new year, so I thought I’d start with a popular favourite…the Australian Government Bond Yield Curve. The above chart shows the changes in the yield curve over the pas 12 months and it certainly has been an interesting ride. Equities have been largely out of favour thanks …

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