Paul Volcker, former chairman of the Federal Reserve, is arguably one of the wisest men on the economy. In this two-part conversation with Charlie Rose, he sheds light on the global economic crisis, how we got here, where we...
Read MoreDon Coxe has just updated his popular webcast – good news for his followers. You can access the recording here or from the sidebar of the Investment Postcards site (the column on the right-hand side) by clicking on...
Read MoreSource: Nate Beeler, Washington Examiner, October 1, 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 published a post yesterday quoting Richard Koo, chief economist of Nomura Research Institute and author of Balance Sheet Recession, as saying American consumers are suffering from a balance sheet problem and will not increase...
Read MoreThe comments below were provided by Kevin Lane of Fusion IQ. Like clockwork the market was lower intraday yesterday [Wednesday] and then rallied to close well off its lows as end-of-the-quarter window-dressing assured stocks...
Read MoreJulian Robinson, Tiger Management founder and chairman, is always worthwhile listening to. I somehow missed his appearance on CNBC last week, but the content is still as topical as a few days ago. My apologies for the delay. The...
Read MoreThe post below is a guest contribution by Comstock Partners, the highly regarded investment manager run by Charles Minter. With the latest 60% gain in stocks since the March low there has been an almost universal feeling that,...
Read MoreThis post features a discussion at the Yalta Annual Meeting/Yalta European Strategy between Alan Greenspan, former chairman of the US Federal Reserve, and Dominique Strauss-Kahn, the managing director of the International...
Read MoreSource: Matson, Welling@weeden, September 29, 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 André Coetzee, Kagiso Securities. After remaining stuck below 40 index points between February and August 2009, the seasonally adjusted Kagiso PMI posted the second biggest monthly increase on record (8.7 points) to...
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