On the topic of the magnitude of the economic recovery, David Rosenberg, Chief Economist and Strategist of Gluskin Sheff & Associates, provided the following interesting snippet: “The recession in the US may be over, but...
Read MoreThis post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • Jim Krane (Financial Times): Dubai gambles with its financial reputation, November 26, 2009. The...
Read MoreThis post is a guest contribution by Paul Kasriel* of The Northern Trust Company. The best measure of the current condition of the labor market is the state unemployment insurance data. These data are not samples or surveys with...
Read MoreHat tip: Barry Ritholtz, The Big Picture, November 26, 2009. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreThanksgiving is upon us and we have much to be grateful for this year. While it has been challenging at times it has also been rich in an abundance of things for which we can be thankful. Talking of which, Bespoke reports that...
Read MoreIn a short post yesterday, I shared Richard Russell’s (Dow Theory Letters) take on whether one should buy gold when the metal is obviously extremely overbought. The up-trend in gold is off course well established with the price...
Read MoreThis post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • Palash Ghosh (The Wall Street Journal): US, overseas stock correlation too strong to last, November 24,...
Read MoreThe post below is a guest contribution by friend Paul Kedrosky, writer of the Infectious Greed blog. “Does the Obama Administration have less business experience? According to some semi-whimsical (I think) research in a new JP...
Read MoreA video production by the Center for Freedom and Prosperity Foundation explains why Washington’s healthcare proposals will result in bloated government and higher deficits. This mini-documentary discusses the inaccuracy of...
Read MoreSource: Chan Lowe, Slatev.com, November 25, 2009. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
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