FT.com - Your money, The long viewhttp://www.ft.com/markets/thelongviewhttp://www.ft.com/rss/yourmoney/thelongviewFT.com - Your money, The long viewen© Copyright The Financial Times Ltd 2008. "FT" and "Financial Times" are trademarks of the Financial Times.support@ft.comFri, 27 Jun 2008 21:03 BSTSat, 05 Jul 2008 12:45:35 BSTNewspapers60http://news.ft.com/cms/d1f3ce1a-6bbe-11da-bb53-0000779e2340.gifFT.com - Your money, The long viewhttp://www.ft.com/markets/thelongview(PICS-1.1 "http://www.classify.org/safesurf/" L gen true for "http://www.ft.com/" r (SS~~000 1))Speculators and commodity priceshttp://www.ft.com/cms/s/0/b2344e8e-4482-11dd-b151-0000779fd2ac.htmlhttp://www.ft.com/cms/s/0/b2344e8e-4482-11dd-b151-0000779fd2ac.htmlPrices are being driven by fundamental factors rather than investment flows, says Javier BlasFri, 27 Jun 2008 21:03 BSTLong View: FTSE's two faces provide mirror for global themeshttp://www.ft.com/cms/s/0/3ecff34e-3f0f-11dd-8fd9-0000779fd2ac.htmlhttp://www.ft.com/cms/s/0/3ecff34e-3f0f-11dd-8fd9-0000779fd2ac.htmlWhat makes the FTSE 100 stand out is that its current construction gives great weight to today's pre-eminent themes, wrtites Jamie ChisholmFri, 20 Jun 2008 22:36 BSTLong View: Oil, dollar traders feed each other crude lineshttp://www.ft.com/cms/s/0/ada6ef2c-3981-11dd-90d7-0000779fd2ac.htmlhttp://www.ft.com/cms/s/0/ada6ef2c-3981-11dd-90d7-0000779fd2ac.htmlTechnical analysts would say that the volatility is a symptom of a bubble that is about to burstFri, 13 Jun 2008 21:17 BSTLong View: For good or ill, banks' fate tied to wider markethttp://www.ft.com/cms/s/0/4d48cb7e-33ea-11dd-869b-0000779fd2ac.htmlhttp://www.ft.com/cms/s/0/4d48cb7e-33ea-11dd-869b-0000779fd2ac.htmlThere are sound reasons for the banking sell-off. The ray of hope is it is beginning to look overdoneFri, 6 Jun 2008 18:27 BSTLong View: Investors should look to lady luck to providehttp://www.ft.com/cms/s/0/4b1e3484-2e76-11dd-ab55-000077b07658.htmlhttp://www.ft.com/cms/s/0/4b1e3484-2e76-11dd-ab55-000077b07658.htmlThe big picture is that we should expect much more pain before stocks resume a forward march, writes John AuthersFri, 30 May 2008 19:43 BSTLong View: Fall in US house prices heralds problems for all http://www.ft.com/cms/s/0/b4a19d54-28fb-11dd-96ce-000077b07658.htmlhttp://www.ft.com/cms/s/0/b4a19d54-28fb-11dd-96ce-000077b07658.htmlThe percentage of equity in US homes has fallen below 50 per cent for the first time since 1945Fri, 23 May 2008 20:40 BSTLong View: Classic films shed light on commodities boomhttp://www.ft.com/cms/s/0/9712490c-1df5-11dd-983a-000077b07658.htmlhttp://www.ft.com/cms/s/0/9712490c-1df5-11dd-983a-000077b07658.htmlThe commodity boom is both a farce in the US markets and a tragedy for the poor trying to work the landFri, 9 May 2008 20:43 BSTLong View: When it's time to ask for whom the bell curve tollshttp://www.ft.com/cms/s/0/9c3a97f8-187e-11dd-8c92-0000779fd2ac.htmlhttp://www.ft.com/cms/s/0/9c3a97f8-187e-11dd-8c92-0000779fd2ac.htmlQuantifying risks can be useful, provided they do not take the place of common sense, or imagination, says John AuthersFri, 2 May 2008 21:31 BSTLong View: Even the great investors get the right bets wronghttp://www.ft.com/cms/s/0/3fd2d142-12fc-11dd-8d91-0000779fd2ac.htmlhttp://www.ft.com/cms/s/0/3fd2d142-12fc-11dd-8d91-0000779fd2ac.htmlWe all make mistakes. But when great investors such as Warren Buffett and George Soros make a mistake, the lessons for the rest of us are so much more interestingFri, 25 Apr 2008 20:27 BSTLong View: So is there anything out of the question?http://www.ft.com/cms/s/0/382ec000-0d38-11dd-b90a-0000779fd2ac.htmlhttp://www.ft.com/cms/s/0/382ec000-0d38-11dd-b90a-0000779fd2ac.htmlPassover starts tonight. The world's Jews will gather to commemorate the Hebrews' flight from Egypt. Central to the undertaking is the asking of four questions. So, in the Passover spirit, here are four core questions that demand to be asked about the highly confusing state of the marketsFri, 18 Apr 2008 14:29 BSTLong View: The end of the beginning of the credit crisishttp://www.ft.com/cms/s/0/8db5e7f4-07b3-11dd-a922-0000779fd2ac.htmlhttp://www.ft.com/cms/s/0/8db5e7f4-07b3-11dd-a922-0000779fd2ac.htmlIt is now a month since Bear Stearns told the New York Federal Reserve that it was about to file for bankruptcy protection, triggering a market drama. Wall Street now hails the event as the beginning of the end of the credit crisis.Fri, 11 Apr 2008 16:58 BSTLong View: Think the worst and then prepare your strategy http://www.ft.com/cms/s/0/9ce29ee4-0235-11dd-9388-000077b07658.htmlhttp://www.ft.com/cms/s/0/9ce29ee4-0235-11dd-9388-000077b07658.htmlIt is time to copy all good business school students and practise Realistic Worst Case Scenario investing. Putting aside the argument between bulls and bears over the long-term direction of the market, what is the RWC? What does it imply for how we should invest?Fri, 4 Apr 2008 15:48 BSTLong View: Contrary to your expectationshttp://www.ft.com/cms/s/0/8e780d80-fcdb-11dc-961e-000077b07658.htmlhttp://www.ft.com/cms/s/0/8e780d80-fcdb-11dc-961e-000077b07658.htmlEveryone wants to be a contrarian. But Monty Python showed that we cannot all be contrarian at once. That is why I fear a popular contrarian investment call now is doomed to failFri, 28 Mar 2008 16:01 GMTLong View: The unholy week that repeated itselfhttp://www.ft.com/cms/s/0/d8bd6dc6-f6b0-11dc-bda1-000077b07658.htmlhttp://www.ft.com/cms/s/0/d8bd6dc6-f6b0-11dc-bda1-000077b07658.htmlThe panic triggered by the near-collapse and subsequent rescue of Bear Stearns was the most terrifying moment for world markets for decades. Volatility continued until Thursday, when most of the world's markets took a breather for Good Friday.Thu, 20 Mar 2008 19:08 GMTJohn Authers: The only thing hard and fast is the credit crisishttp://www.ft.com/cms/s/0/a672c81e-f1e4-11dc-9b45-0000779fd2ac.htmlhttp://www.ft.com/cms/s/0/a672c81e-f1e4-11dc-9b45-0000779fd2ac.htmlWe are always tempted to try to impose order on chaos, and find a common thread to link disparate events. This is a human need and – as I wrote a few weeks ago – it can lead us into some mistakes.Fri, 14 Mar 2008 16:38 GMT