This post is a guest contribution by Niels Jensen*, chief executive partner of London-based Absolute Return Partners. I have arrived at the fourth and final letter in our series about macro themes likely to shape the future. The...
Read MoreSource: Tom Toles, December 9, 2009. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreReferring to the lofty valuations of the US benchmark indices, the quote du jour today comes from Richard Russell, 85-year-old author of the Dow Theory Letters. He said: “Long-term profits depend largely on your original buy...
Read MoreJohn Mauldin of Millennium Wave Investments says (via Yahoo Finance – Tech Ticker) long-term investors should ignore the temptation to get a piece of the stock market action. In his view there is only one metric to...
Read MoreThis post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • Jonathan Davis (Financial Times): Ignore Buffett – gold’s time has come, November 22, 2009. Warren...
Read MoreThe Federal Reserve will keep interest rates near zero in 2010, but longer-term rates will gradually tick higher because of supply and demand, Bill Gross, founder of Pimco, told CNBC Monday. “We have a lot of supply and perhaps...
Read MoreThis post is a guest contribution by Dian Chu*, market analyst, trader and author of the Economic Forecasts and Opinions blog. Gold fell for the first time during last week, off 4% on Friday to $1,162.40 an ounce, the biggest...
Read MoreBy Cees Bruggemans, Chief Economist FNB The FNB Building Confidence Index measures the business confidence of all the major role players and suppliers involved in the building industry including architects, quantity surveyors,...
Read MoreSource: Chris Britt, Comics.com, December 6, 2009. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreI was involved in a spectacular World Cup Final Draw in Cape Town last week, an event that said to the world that South Africa was ready to host one of the greatest World Cup events ever. As I have waved my foreign guests...
Read More
