Goldman’s $1 billion bet
Source: John Darkow, Comics.com, April 16, 2010. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreAuthor: Prieur Du Plessis
Rosenberg vs. Russell: bull or bear on long bonds?
I recently penned two bearish posts about the outlook for US Treasuries, namely US bonds – the end of a 30-year bull market and Government bonds – what’s up? Let’s now turn to two other analysts for additional perspectives on...
Read MorePurchasing Managers Index gives back some gains
By André Coetzee of Kagiso Securities. The seasonally adjusted Kagiso PMI gave back some of February’s strong gains in March, falling by 4.8 index points to 55.6. Despite the decline, the PMI averaged 56.5 during 2010Q1 – the...
Read MoreGrading the Treasury
The Congressional Oversight Panel is grading the Treasury Department again on its effectiveness and response to the foreclosure crisis. Elizabeth Warren, chairman of the oversight panel, talks to CNBC. Source: CNBC, April 14,...
Read MoreGlobal consumer confidence less than stellar
This post is a guest contribution by Rebecca Wilder*, author of the News N Economics blog. Today I wrote an article on Angry Bear, Consumers around the world are generally more upbeat, but not uniformly so, highlighting the...
Read MoreFouding Father Advice
Source: Gary Varvel, April 12, 2010. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreIs it 2004 or 2008 revisited?
By Shaun le Roux of Alphen Asset Management. Since just over a year ago, the price-earnings (PE) ratio on the FTSE/JSE All Share Index (ALSI) has more than doubled – from a low of 8 times earnings in March 2009, the stock...
Read MoreInterest rate forecast – a rapidly moving target
By Cees Bruggemans, Chief Economist of FNB. With interest rates now at historic lows, prime reaching 10%, the lowest since 1981, the main questions are whether the rate cycle has reached its lowest point, how long it could be...
Read MoreBack home again – some investment and other observations
I finally made it back home to Cape Town by late last night after a very tiring 34-hour stretch of flying and transit time across nine time zones. Such is the nature of doing business across continents! Below are some random...
Read MoreCharlie Rose: Face-to-face with James Chanos
Charlie Rose sits down with James Chanos, President of Kynikos Associates. Ten years ago, Chanos predicted that Enron was on the brink of financial ruin. His latest prediction is that the Chinese real estate market is headed...
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TraderPlanet’s Quick Guide to Candlesticks
