Recent prieur's Commentaries
Away for a few days
Article written by Prieur du Plessis, editor of the Investment Postcards from Cape Town blog. I will be away from my desk for the next four days. Running away from the carnage on the gold market? Not quite, as a bullion pullback was overdue. I’m just going on a short business trip to Europe to ta...
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Tags: investment | markets | money | blogging | economy
Earnings – outlook worsens, but growth cycle...
Article written by Prieur du Plessis, editor of the Investment Postcards from Cape Town blog. One of my major concerns regarding stock market valuations is the earnings outlook, and specifically that profit growth would not be at a level to support share prices. What are the chances of a profits ...
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Tags: investment | stocks | markets | money | wall-street
Rosenberg: Economy – prognosis negative
Article written by Prieur du Plessis, editor of the Investment Postcards from Cape Town blog. The Treasury market is giving you a recessionary signal, says David Rosenberg, Gluskin Sheff & Associates, who adds that a decline in the GDP will not be that catastrophic but it could last a long time; ...
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Tags: investment | markets | money | bonds | economy | gold | stocks | us | wall-street
Is the U.S. dollar losing its safe-haven status?
Article written by Prieur du Plessis, editor of the Investment Postcards from Cape Town blog. “Since the bursting of the tech bubble in early 2000, the dollar has been inversely correlated with risky assets,” says a research note from BCA Research. “However, the recent weakness in the dollar is a...
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Tags: dollar | us | currencies | economy | investment | markets | money
Faber says S&P won’t surpass 2011 high...
Article written by Prieur du Plessis, editor of the Investment Postcards from Cape Town blog. Marc Faber, publisher of the Gloom, Boom & Doom Report, appeared on Bloomberg Television’s “Street Smart” with Carol Massar and Matt Miller yesterday. Speaking from Sao Paolo, Brazil, Faber said that the...
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Tags: bonds | stocks | investment | markets | money | treasuries | wall-street
Technical Talk: Daily market update...
Article written by Prieur du Plessis, editor of the Investment Postcards from Cape Town blog. Adam Hewison, charting strategist of INO.TV, brings you another edition of his invaluable service of daily technical updates on the ups and downs of various markets. This short analysis is a great tool f...
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Tags: investment | markets | money | commodities | currencies | dollar | gold | oil | silver | stocks | wall-street
Oil Market: Rectifying the broken paper...
Article written by Prieur du Plessis, editor of the Investment Postcards from Cape Town blog. This post is a guest contribution by Dian Chu, market analyst, trader and author of the EconMatters blog. It has become quite apparent that major changes are necessary in the oil futures market after the...
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Tags: oil | commodities | economy | investment | markets | money
PIMCO’s Crescenzi on Fed, Moody’s Japan...
Article written by Prieur du Plessis, editor of the Investment Postcards from Cape Town blog. Anthony Crescenzi, executive vice president and strategist at PIMCO, talks about Federal Reserve monetary policy, Japan’s credit-rating downgrade and the outlook for global financial markets. Crescenzi s...
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Tags: japan | us | credit-rating | economy | fed | investment | markets | money
US economy in August: Moving sideways
Article written by Prieur du Plessis, editor of the Investment Postcards from Cape Town blog. This post is a guest contribution by Rebecca Wilder, author of the News N Economics blog. With the (roughly) 11% decline in US equities year-to-date, talk of a US recession has resurfaced. Through mid Au...
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Tags: economy | us | investment | markets | money
Laugh out Loud: The Krugman Zone
Article written by Prieur du Plessis, editor of the Investment Postcards from Cape Town blog. Source: Michael Ramirez, Townhall.com, August 23, 2011. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail. Laugh out Loud: The Krugman ...
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Tags: humor
South African building cycle severely distorted
Article written by Prieur du Plessis, editor of the Investment Postcards from Cape Town blog. By Cees Bruggemans, Chief Economist of FNB. Historically, South Africa’s building industry has known long interruptions in modern times, especially after major political and financial events. One thinks ...
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Tags: south-africa
Stock market valuation remains stretched on...
Article written by Prieur du Plessis, editor of the Investment Postcards from Cape Town blog. Although grossly oversold as far as short-term technical indicators are concerned, the S&P 500 Index remains expensively valued on a long-term cyclically adjusted PE (CAPE) basis, according to Robert Shi...
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Tags: investment | s-amp-p-500-normalised-pe | stocks | markets | money | wall-street
Split-rated: We’re standard and we’re poor
Article written by Prieur du Plessis, editor of the Investment Postcards from Cape Town blog. Dark days inspire dark humor. In the video below versusplus (“The Party’s Over-Ture“) partnered with friends Merle Hazard (“H.E.D.G.E.”; “Double Dippin’”) and Curtis Threadneedle (“Quantitative Easin’”) ...
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Tags: economy | us | credit-rating | investment | markets | money
China update: manufacturing improving!
Article written by Prieur du Plessis, editor of the Investment Postcards from Cape Town blog. The HSBC Flash China Manufacturing PMI was released this morning. This measure differs significantly from the official CFLP manufacturing PMI, but it does give some insight into what to expect from the C...
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Tags: china | economy | investment | markets | money | pmi
Stephen Roach: Promoting economic growth
Article written by Prieur du Plessis, editor of the Investment Postcards from Cape Town blog. An open-ended stimulus should be promoted, says Stephen Roach, Morgan Stanley Asia non-executive chairman. Source: CNBC, August 22, 2011. Did you enjoy this post? If so, click here to subscribe to update...
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Tags: economy | us
