The stock market through the eyes of Tom Toles
Source: Tom Toles, November 11, 2009. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreAuthor: Prieur Du Plessis
“Bull markets do not die of old age; they are assassinated – usually by central banks”
One of the most incisive thinkers in the investment field is David Fuller who runs the Fullermoney service from London, providing daily written and podcast commentary. I have been subscribing to the service for more than 20...
Read MorePrieur’s readings (November 11, 2009)
This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • John Arlidge: (Times Online): I’m doing “God’s work”. Meet Mr Goldman Sachs,...
Read MoreComments on the SARB leading indicator
By Cees Bruggemans, Chief Economist FNB. The SARB leading indicator peaked at 127.2 in March 2007, thereafter declining for two years, initially gradually during 2007 but acquiring freefall proportions in 2008. This indicator...
Read MoreInterview: Jim Rogers on gold, bubbles, commodites, equities, and Roubini
This is a guest contribution by Damien Hoffman, editor of the very popular Wall St Cheat Sheet blog. Rogers is one of the most respected investors in the world. I had a chance to chat with him the other morning to get more...
Read MoreWealthTrack: Dennis Stattman’s track record deserves attention
This week on WealthTrack Consuelo Mack sits down with global investor Dennis Stattman, founding manager of the BlackRock Global Allocation Fund. Now in its 20th year, this Morningstar favorite has consistently delivered market...
Read MoreMobius: Taking a closer look at Russian markets
This post is a guest contribution by Dr Mark Mobius, executive chairman of Templeton Asset Management. During 2008, Russia was among the weakest stock market performers in the emerging market universe, losing more than 70% in...
Read MoreHas you bank expired?
Source: Matt, The Daily Telegraph, November 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 MorePrieur’s readings (November 10, 2009)
This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • Nelson Schwartz (HeraldTribune.com): Inside the global gold frenzy, November 8, 2009. Long...
Read MoreNigel Rendell: Buy Brazil, sell eastern Europe
Nigel Rendell, emerging market strategist of RBC Capital Markets, talks to Izabella Kaminska of FT Alphaville about a broad spectrum of emerging-market related issues. Part 1: Rendell talks about the differing fortunes of...
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