David Einhorn, highly respected hedge fund manager of Greenlight Capital and author of “Fooling some of the people all of the time” yesterday delivered the keynote address at the Value Investing Congress. His full speech can be...
Read MoreThis post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • Gerard Lyons (Times Online): Discovering if we learnt the lessons of Black Monday, October 19, 2009....
Read MoreSource: Bob Englehart, Comics.com, October 18, 2009. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreThis post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • Michael Santoli (Barron’s): Five modern myths, October 19, 2009. For some of us, it’s always a Mark Twain...
Read MoreThe Economist’sButtonwood Gathering, a conference bringing together global regulators and bankers to discuss and debate new ideas and develop a new set of guidelines moving forward, has just taken place in New York. Michael...
Read MoreThis post is a guest contribution by Dian Chu*, market analyst, trader and author of the Economic Forecasts and Opinions blog. Last Friday, US crude oil futures finished above $78, the highest level in a year, surging more than...
Read MoreThis week on WealthTrack, Consuelo Mackcalls into question the long-dominant efficient market theory and explores what models should be used by investors to navigate the markets. She discusses this with two top fund managers,...
Read MoreHat tip:The Big Picture, October 18, 2009. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreRisky assets remained in favor during the past week, generally helped along by fairly robust economic data and better-than-expected corporate earnings reports. A number of bourses, crude oil, inflation-linked bonds and...
Read MoreThis post provides links to a number of thought-provoking articles I have read over the past few days that you may also find of interest. • Evans-Pritchard (Telegraph): German “wise men” fear credit crunch in 2010, October 15,...
Read More
