For those who did not read my post on Sunday about my absence for the next two weeks, I again report on my movements below. But firstly, please do not unsubscribe as readers so often do when I travel and don’t post for a few...
Read MoreYes, the market is overbought, overvalued and overbullish. But that in itself does not tell us much about the most likely near-term trend. One way of gauging the outlook is to analyze so-called market breadth. “Where breadth...
Read MoreThe five-part video interview below features Bill Black, associate professor at UMKC, former bank regulator who helped sorting out the savings and loans mess, and author of The best way to rob a bank is to own one. Do not miss...
Read MoreI posted a short article “Picture du Jour: Keep an eye on small caps” about 10 days ago, arguing that small caps, a leading performer since the lows of March 9 last year, seem to be tiring. This is illustrated by the relative...
Read MoreBelow is a short compilation of a few interesting video clips on the whole regulation saga and the state of the banks. One-on-one with Timothy Geithner Source: CNBC, March 29, 2010. SEC’s Mary Schapiro on financial regulation...
Read MoreThe post below is a guest contribution by Mark Mobius, Templeton Asset Management’s emerging markets guru. Latin America is set to witness eight elections this year, including four presidential elections in Chile, Costa Rica,...
Read MoreSource: Gary Varvel, March 28, 2010. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreHave metal prices and the prices of other commodities such as oil outrun the underlying fundamentals? The significant strength of the US dollar since December last year has capped rises in commodity prices. However, metal prices...
Read MoreBill Gross, founder and co-CIO of Pimco, said in an interview with CNBC that, all things considered, he prefers stocks over bonds in the current investing climate. “Let’s suggest the economy looks good, that risk assets –...
Read MoreThis post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • Wolfgang Münchau (Financial Times): Europe has resolved nothing over Greece, March 28, 2010. It is hard...
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