By Cees Bruggemans, Chief Economist FNB.There is much clamouring for a weaker Rand.Indeed, why stop at fair value (reckoned at 8.50:$) if you can get 9:$ or 10.50:$? Why not go straight to 15:$ and feel really rich (for a while,...
Read MoreThis post is a guest contribution by Victoria Marklew, head of the Country Risk Management unit of The Northern Trust Company.The past two months have seen a fairly typical – if dramatic – example of the European Union response...
Read MoreSource: Nick Anderson, May 13, 2010.Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreYes, it is gold bullion, which yesterday made a new high for the current bull market when it surpassed the December 3 interday high of $1,226. Although the yellow metal is both a commodity and currency, it has lately become the...
Read MoreWith most of the attention during the past few weeks focused on the Greek debt situation, other sovereign borrowers have started wondering whether they might be next.The chart below, courtesy of Agora Financial’s 5 Min Forecast,...
Read MoreEconomist Nouriel Roubini says the $965 billion EU aid package helps in the short term, but long-term structural changes are necessary. Source: CNN Money, March 11, 2010. Did you enjoy this post? If so, click here to subscribe...
Read MoreThis post provides links to some interesting articles I have read over the past few days that you may also enjoy.• Matthew Lynn (Bloomberg): Euro package leaves governments out of ammunition, May 11, 2010. Big problem, big...
Read MoreIn this video clip, Charlie Rose sits down with Maria Bartiromo, CNBC Anchor, to discuss her recently published book, The 10 Laws of Enduring Success.A link to the transcript of the interview follows at the end of the post.Click...
Read MoreSource: Ed Stein, Comics.com, May 8, 2010.Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreConsidering last week’s plunge in equities around the globe, I stated: “Looking at longer-term (monthly) data, it is premature to argue that the U.S. cyclical bull market has ended, but a worrying picture emerges when...
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