Gold closed up $1.10 yesterday to scale a fresh high of $1,165.80. Amazingly, this was the 14th higher close of the last 15 sessions.. It doesn’t take much analysis to conclude that gold is overbought, at least in the...
Read MoreBy Cees Bruggemans, Chief Economist FNB After three quarters of negative growth, the South African economy grew by 0.9% annualized during 3Q2009, better than the consensus expectation of +0.5%. Some 55% of economic sectors (by...
Read MoreBy Cees Bruggemans, Chief Economist FNB. Did the SARB make the right call last week? It decided to keep interest rates unchanged, on the premise of inflation being projected inside the target zone over most of the next two...
Read MoreBarry Ritholtz, writer of The Big Picture blog and author of Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy, last week addresseddelegates at a CityWire event in Berlin. According...
Read MoreThis post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • Rob Arnott (Research Affiliates) The “3-D” hurricane force headwind, November 2009. The...
Read MoreCharlie Rose sits down with Barton Biggs, legendary investor, to discuss the challenges the President faces regarding the economy, as well as other related issues. A link to the transcript of the interview follows at the end of...
Read MoreSource: Adam Zyglis, Comics.com, November 24, 2009. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreThe MSCI Emerging Markets Index has notched up a massive 72.3% gain for the year to date, and an even more impressive 101.4% since the March 9 lows. Although emerging markets were the clear leaders during the initial months of...
Read MoreThis week Consuelo Mack is joined on WealthTrack by Robert Kleinschmidt, president and chief investment officer of Tocqueville Asset Management and portfolio manager of its flagship Tocqueville Fund. Kleinschmidt discusses where...
Read MoreThis post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • Gillian Tett (Financial Times): Could sovereign debt be the new subprime? November 22, 2009. I hope...
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