How China sees the world
Source: The Economist, March 10, 2010 (hat tip: Atlantic Asset Management). 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
Face-to-face with George Papandreou
George Papandreou, Prime Minister of Greece, who has just returned from meetings in Washington with US officials and President Obama, sits with Charlie Rose to discuss the Greek debt malaise. A link to the transcript of the...
Read MoreBudget deficits – the challenge ahead in a picture
This post is a guest contribution by Asha Bangalore* of The Northern Trust Company. The financial press is inundated with discussions about the federal deficit and debt and the consequences thereof and our commentaries have...
Read MoreLaws to curtail credit card charges, but …
Source: Dave Granlund, Comics.com, March 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 MoreStock market is overvalued, overbought and overbullish, according to Hussman
The following paragraphs come courtesy of John Hussman’s latest weekly newsletter, The rubber hits the road, and are republished below with the necessary permission. “Last week, we observed a subtle shift in yield pressures,...
Read MoreTechnical Talk: View pullback as buying opportunity
The comments below were provided by Kevin Lane of Fusion IQ. We said several weeks back that it was hard to see the market top when bullish sentiment surveys were so neutral. Additionally we stated that tops were usually met...
Read MorePrieur’s readings (March 10, 2010)
This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • Brian Sack (New York Fed – transcript of speech): Preparing for a smooth (eventual) exit, March 8,...
Read MoreSimon Johnson: The comeback of financial reform
Economist Simon Johnson, a British-American economist and professor of entrepreneurship at the Sloan School of Management at MIT,says the US needs to reinstate financial regulation that encourages transparency and disclosure....
Read MoreUS residential property – a buy?
The chart below, the Affordability Index of US residential property, comes courtesy of the New Observations on Real Estate, Mortgages & Life blog. The Index is computed by factoring in home prices, mortgage rates and...
Read MoreSouth African economic catch-up
By Cees Bruggemans, Chief Economist FNB. Our decline into recession was abrupt. We fell deep, perked up late and now surge belatedly in places as we play catch up off sometimes very low bases. Still makes growth performance feel...
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TraderPlanet’s Quick Guide to Candlesticks
