By Cees Bruggemans, Chief Economist FNB. The budget speech laid out a thoughtful approach to the reality we find ourselves in following the global financial crisis of 2008 and the deep recession of 2009 which also left its mark...
Read MoreThis post is a guest contribution by Dian Chu, market analyst, trader and author of the Economic Forecasts and Opinions blog. The US dollar rose, commodity prices dropped and stocks fell last Friday after the Federal Reserve...
Read MoreSource: Jerry Holbert, Comics.com, February 20, 2010. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreInvestment guru Marc Faber calls Treasuries junk bonds. Best-selling Black Swan author Nassim Taleb says, “It’s a no brainer, every single human should short US Treasury bonds.” And there is a new expression among traders on...
Read MoreThis post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • Charles Munger (Slate): Basically, it’s over: A parable about how one nation came to financial ruin,...
Read MoreThis post is a guest contribution by Dian Chu, market analyst, trader and author of the Economic Forecasts and Opinions blog. Amid growing fears of a real-estate bubble, Chinese officials moved to restrain bank lending and rein...
Read MoreDon Coxe has updated his popular webcast on Friday, February 19 – 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...
Read MoreSource: Steve Benson, Comics.com, February 19, 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 will find myself in Slovenia and Switzerland over the next few days, exploring a few business opportunities. Blog posting will be slow (and totally absent on a number of days) while I am on the road, but the normal service...
Read MoreBy now we all know that a swing in inventories flattered the growth in U.S. Q4 GDP. The chart below, courtesy of Goldman’s chief US economist Jan Hatzius (via Clusterstock – Chart of the Day), shows the “real” story. It...
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