China’s PMI numbers for February were released yesterday and received surprisingly little media attention. Although I am usually not keen to slice and dice single-month statistics too intensely, the latest suite of manufacturing...
Read MoreFurther to my post of yesterday about how US equities will react when the Federal Reserve decides to tighten monetary policy by hiking the Fed fund rate, Morgan Stanley (via Clusterstock – Chart of the Day)provided an...
Read MoreIn the video clips below, legendary investor Warren Buffett, chairman and CEO of Berkshire Hathaway, talks to CNBC about a variety of topical issues. On the economy and politics Source: CNBC, March 1, 2010. On currencies and...
Read MoreThe comments below were provided by Kevin Lane of Fusion IQ. As seen below on the 31-day S&P 500 chart, the index remains in a minor uptrend (green line). However, it is also below a resistance zone (dotted red lines and...
Read MoreSource: Doonesbury, SlateV.com, March 1, 2010. (Hat tip: The Big Picture) Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreOne of the major questions facing investors is how the US equity market will react if the Federal Reserve decides to tighten monetary policy by hiking the Fed fund rate, i.e. when the “juice” that propelled many strong advances...
Read MoreCharlie Munger, the vice chairman of Berkshire Hathaway Corporation, discusses the current economic crisis with Professor Joseph Grundfest, Professor of Law and Business at Stanford Law School. Please note that the video clip...
Read MoreThis post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • Randall Forsyth (Barron’s): After lost decade, it’s still tough to find returns, February 26, 2010. Low...
Read MoreLouise Yamada, managing director of Louise Yamada Technical Research Advisors, talks with Bloomberg’s Pimm Fox about the outlook for bond markets and her investment strategy. In short, she is of the opinion that the 29-year bull...
Read MoreAs investors vacillated about the impact of developments in Greece, together with the uncertainty of strong fourth-quarter economic data possibly not carrying over to the first quarter, stock markets experienced two sharp...
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