John Mauldin, author of the weekly e-mail newsletter Thoughts From The Frontline, last weekend attended “Camp Kotok”, an annual gathering of a few dozen economists and gurus in the wilds of Maine to drink, fish, and argue about...
Read More“As seen in the chart below for the SP 500 Index futures, the Index has cut through its valid up-trend line. That said, we believe the summer rally is likely to have run its course and the bias or path of least resistance for...
Read MoreIn this interview, the Economist sits down with Nouriel Roubini of Roubini Global Economics to discuss America’s banking reforms, the risk of deflation in advanced economies and China’s growth.Source: YouTube.com, August 11,...
Read MoreThis post is a guest contribution by Paul Kasriel, Chief Economist of The Northern Trust Company.The U.S. Treasury released its budget status for July. As Chart 1 shows, the cumulative deficit in the 12 months ended July was...
Read MoreSource: John Darkow, Comics.com, August 10, 2010.Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreThe ECRI Weekly Leading Indicator (WLI) for the week ended July 30 improved for the third consecutive week while the ardently watched ECRI WLI Smoothed Annualised Growth Rate came in at -10.3% compared to the previous week’s...
Read MoreDespite all the anticipation over yesterday’s Federal Reserve meeting, there was little else the central bank could do now to help the economy recover, Pimco’s co-CEO Mohamed El-Erian told CNBC.Speaking just hours before the...
Read MoreThis post provides links to a number of interesting articles I have read over the past few days that you may also enjoy.• Caroline Baum (Bloomberg): Economy lost momentum while I was pulling weeds, August 10, 2010. The...
Read MoreLegendary value investor Mario Gabelli, CIO of Gamco Investors, shares his market insight with CNBC.Source: CNBC, August 10, 2010.Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from...
Read MoreSource: Pat Bagley, Comics.com, August 5, 2010.Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
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