Ever since I started my investment career as a mining analyst in 1984, I have taken a keen interest in gold stocks. In particular, I always keep a close eye on the relative strength of the miners versus the metal as stocks often...
Read MoreThe video below features Rich Koo’s address at the recent conference of the Institute for New Economic Thinking at King’s College, Cambridge. Koo is the world-renowned chief economist of Nomura Research Institute and the author...
Read MoreThis post is a guest contribution by Asha Bangalore* of The Northern Trust Company. The Business Cycle Dating Committee of the National Bureau of Economic Research, the official group in charge of identifying the beginning and...
Read MoreSource: Chip Bok, Comics.com, 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 MoreThe paragraphs below come courtesy of John Derrick, director of research of U.S. Global Investors. China’s housing market is hot, but it’s not a bubble on the verge of bursting, as many contend. Before we can discuss why it’s...
Read MoreThe following comments about Chile have just been received from Mark Mobius, Templeton Asset Management’s emerging markets guru: If anyone talks about Chile these days, it would probably be about the late February earthquake...
Read MoreDon Coxe has updated his popular webcast on Friday, April 9 – 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 MoreSource: Chip Bok, April 9, 2010. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreI have alerted readers a number of times to my jet-setting in the Americas in April. Readers often unsubscribe when I travel and post less regularly. But not this time, boys and girls! The site actually gained, wait for this,...
Read MoreI noted the following on January 10, in a Words from the Wise review: “Will we perhaps look back at these assets [referring to bonds and silver] a year from now and see one of the worst and one of the top performers respectively...
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