http://www.ft.com/markets/investorhttp://www.ft.com/rss/markets/investorFT.com - Investor's notebooken© Copyright The Financial Times Ltd 2008. "FT" and "Financial Times" are trademarks of the Financial Times.support@ft.comThu, 15 May 2008 17:51 BSTThu, 15 May 2008 21:38:35 BSTNewspapers60http://news.ft.com/cms/d1f3ce1a-6bbe-11da-bb53-0000779e2340.gifhttp://www.ft.com/markets/investor(PICS-1.1 "http://www.classify.org/safesurf/" L gen true for "http://www.ft.com/" r (SS~~000 1))http://www.ft.com/cms/s/0/a36f58fa-229d-11dd-93a9-000077b07658.htmlhttp://www.ft.com/cms/s/0/a36f58fa-229d-11dd-93a9-000077b07658.htmlMost bankers would sooner die rather than discuss their doubtful deals with other groups, writes Gillian TettThu, 15 May 2008 17:51 BSThttp://www.ft.com/cms/s/0/bf5f8614-229a-11dd-93a9-000077b07658.htmlhttp://www.ft.com/cms/s/0/bf5f8614-229a-11dd-93a9-000077b07658.htmlThe lifting of trade restrictions by some key exporters is widening the gap between the two, writes Javier BlasThu, 15 May 2008 17:22 BSThttp://www.ft.com/cms/s/0/e7def31e-228a-11dd-93a9-000077b07658.htmlhttp://www.ft.com/cms/s/0/e7def31e-228a-11dd-93a9-000077b07658.htmlIan Harnett at Absolute Strategy Research believes it may be time to be long gold and short 'black gold'Thu, 15 May 2008 15:42 BSThttp://www.ft.com/cms/s/0/0b4410fe-21e2-11dd-a50a-000077b07658.htmlhttp://www.ft.com/cms/s/0/0b4410fe-21e2-11dd-a50a-000077b07658.htmlJohn Authers says that the credit squeeze has recoupled European and US marketsWed, 14 May 2008 19:25 BSThttp://www.ft.com/cms/s/0/cb1117a4-21d0-11dd-a50a-000077b07658.htmlhttp://www.ft.com/cms/s/0/cb1117a4-21d0-11dd-a50a-000077b07658.htmlBrazil is pricing bond deals at lower spreads than Berkshire Hathaway, the investment company of billionaire financier Warren Buffett, as it establishes itself as one of the best-performing markets in the world this yearWed, 14 May 2008 17:19 BSThttp://www.ft.com/cms/s/0/797f1590-21cf-11dd-a50a-000077b07658.htmlhttp://www.ft.com/cms/s/0/797f1590-21cf-11dd-a50a-000077b07658.htmlBeyond just managing risk, thinking more creatively about currencies can create the opportunity for profit, writes Claire DissauxWed, 14 May 2008 17:08 BSThttp://www.ft.com/cms/s/0/02901958-2110-11dd-a0e6-000077b07658.htmlhttp://www.ft.com/cms/s/0/02901958-2110-11dd-a0e6-000077b07658.htmlThe largest ratings agency has backed away from radical proposals to overhaul its ratings systemWed, 14 May 2008 01:03 BSThttp://www.ft.com/cms/s/0/7b222078-21c9-11dd-a50a-000077b07658.htmlhttp://www.ft.com/cms/s/0/7b222078-21c9-11dd-a50a-000077b07658.htmlImproved confidence in Icelandic banks will give little support to the krona, says Ulrich Leuchtmann at CommerzbankWed, 14 May 2008 16:26 BSThttp://www.ft.com/cms/s/0/148c8cfe-2110-11dd-a0e6-000077b07658.htmlhttp://www.ft.com/cms/s/0/148c8cfe-2110-11dd-a0e6-000077b07658.htmlJohn Authers says that risk managers had ample time to foresee the redit crisisTue, 13 May 2008 18:42 BSThttp://www.ft.com/cms/s/0/35d9547e-20f6-11dd-a0e6-000077b07658.htmlhttp://www.ft.com/cms/s/0/35d9547e-20f6-11dd-a0e6-000077b07658.htmlAmitabh Arora, rates strategist at Lehman, assesses how deep and long the current economic malaise will beTue, 13 May 2008 15:21 BSThttp://www.ft.com/cms/s/0/c869aef2-20e6-11dd-a0e6-000077b07658.htmlhttp://www.ft.com/cms/s/0/c869aef2-20e6-11dd-a0e6-000077b07658.htmlIt's time to take profits on emerging market equities after a strong run, says Morgan Stanley's Jonathan GarnerTue, 13 May 2008 13:24 BSThttp://www.ft.com/cms/s/0/7e39e32e-207d-11dd-80b4-000077b07658.htmlhttp://www.ft.com/cms/s/0/7e39e32e-207d-11dd-80b4-000077b07658.htmlAs was the case with most of his teachers, James Altucher followed his undergraduate school professor's advice. Unfortunately, he ended up a disappointing menteeTue, 13 May 2008 04:24 BSThttp://www.ft.com/cms/s/0/d952761c-205b-11dd-80b4-000077b07658.htmlhttp://www.ft.com/cms/s/0/d952761c-205b-11dd-80b4-000077b07658.htmlJohn Authers looks at the future of Corporate America amid poor results and record commodity prices Mon, 12 May 2008 20:59 BSThttp://www.ft.com/cms/s/0/9849e794-2034-11dd-80b4-000077b07658.htmlhttp://www.ft.com/cms/s/0/9849e794-2034-11dd-80b4-000077b07658.htmlThere are mixed signals for the global economy, with inflation rising at a time of slowdown, writes Jerome BoothMon, 12 May 2008 16:10 BSThttp://www.ft.com/cms/s/0/470f7160-1e21-11dd-983a-000077b07658.htmlhttp://www.ft.com/cms/s/0/470f7160-1e21-11dd-983a-000077b07658.htmlA big theme, gaining impetus as it rises, will become so huge that it must collapse catastrophically. Spend a few minutes on what usually takes four or five yearsSat, 10 May 2008 04:59 BST