He has this advice for investors: "I think it's time to be cautious on risk assets. The technical run up of 2009 is over. China and India have pulled back on stimulus, clouding the near term outlook for commodities. Policy re-flation in the U.S. is largely behind us, and I see no reason that we'll see organic private sector growth over the next few quarters. The contraction in bank balance sheets is ongoing, and housing is still searching for the elusive bottom." Join discussion...

This video is for those who are into technical analysis. Adam Hewison reckons that crude oil is approaching a market cycle low in 2-3 weeks time. Join discussion...

Interesting read. Let's see how many of his prediction will happen by 31 Dec 2010. Join discussion...

Tax, debt, inflation and superannuation are the ones that drain off wealth from the middle-class. Join discussion...

Americans now have to climb out of two deep holes: as debt-loaded consumers, whose personal wealth sank along with housing and stock prices; and as taxpayers, whose government debt has almost doubled in the last two years alone, just as costs tied to benefits for retiring baby boomers are set to explode. Join discussion...

This is a highly recommended reading. In the spirit of value investing, he used to be agnostic about macroeconomic themes. But the GFC changed his thinking. Join discussion...

If only this was provided in schools... Join discussion...

Peter discusses economic booms following disasters and how the value of human life is calculated in economics using "Viscusi's number" (USD $6.1M) Join discussion...

Article suggests that more household savings is needed for investment after a financial crisis - not less. Join discussion...

Inverse ETFs is supposed to result in great profits in a down market. But sometimes, it didn't turn out that way even in a down market. Join discussion...