I will find myself in London over the next week, visiting a number of fund managers, business partners Pimco and David Fuller (author of the daily FullerMoney newsletter who is regularly quoted on this site). This is my first...
Read MoreAlthough gold bullion is both a commodity and currency, it has lately become the world’s currency of choice, i.e. a vote of no confidence in fiat paper. This is evident in the fact that the gold price has not only just made an...
Read MoreThe world’s first gold vending machine is drawing crowds to The Emirates Palace, the most expensive hotel in the world.“If cash machines are the only positive financial innovation over the past 20 years, is this the ultimate...
Read MoreDon Coxe has updated his popular webcast on Friday, May 14 – good news for his followers. You can access the recording here or from the sidebar of the Investment Postcards site (the column on the right-hand side) by clicking on...
Read MoreThis post is a guest contribution by Asha Bangalore, economist of The Northern Trust Company.The European bailout, late but inevitable, is a package bearing imprints of largesse from the entire world. The Petersen Institute of...
Read MoreSource: Chip Bok, Comics.com, May 11, 2010.Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreCorporate profit growth has seen a steady improvement in recent times. However, one should be cognizant of earnings growth being only one of the drivers of stock returns, the other being price/earnings (PE) multiple expansion....
Read MoreBarry Ritholtz, writer of The Big Picture blog, made a call to go 100% liquid last Wednesday (see here) – a day before Thursday’s plunge – as he thought the market was overdue for a crash of 10% or more. According to Yahoo...
Read MoreNassim Taleb, professor at New York University and author of “The Black Swan: The Impact of the Highly Improbable”, talks with Bloomberg’s Erik Schatzker about the May 6 stock market selloff and his investment strategy. Taleb...
Read MoreA new Wall Street Journal survey of economists shows the crisis in Europe is delaying expectations for interest-rate hikes in the U.S., as reported by the Journal’s Phil Izzo.Source: The Wall Street Journal, May 12, 2010.Did you...
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