This post is a guest contribution by John Derrick, Director of Research at US Global Investors. We believe global growth is the most powerful investment theme now and for the foreseeable future. You can see this playing out as...
Read MoreThis week on Consuelo Mack WealthTrack, three renowned global investors discuss the current investment opportunities in emerging markets. Batterymarch Financial’s David Lazenby, five star fund manager Andrew Foster of...
Read MoreSource: Ed Stein, Comics.com, October 3, 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 am visting Texas at the moment to, among others, attend John Mauldin’s 60th birthday celebrations in Dallas this weekend. As you might have noticed, my blogging activity has been confined to republishing interesting...
Read MoreThis is a guest post by Barry Ritholtz, editor of The Big Picture Blog and author of the newly released book, Bailout Nation With futures deep in the red, let’s take a look at how markets do after big quarters. The quarter...
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 interesting. • John Authers (Financial Times): Triumph of common sense over benchmarks, October 3,...
Read MoreIn this three-part interview, Andy Rothman China macro strategist of CLSA, discusses a number of China-related issues with Ben McLannahan, Asia Lex writer of the Financial Times. Part 1: Rothman on why there’s no China...
Read MoreSource: Dilbert, October 2, 2009. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreBy Neels van Schaik We have already witnessed a significant recovery in stock prices globally and the All Share Index has rallied more than 100% in US dollar terms. It is important to note that the rally has thus far been mainly...
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 interesting. • Matt Taibbi (Taibblog): An inside look at how Goldman Sachs lobbies the Senate,...
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