By Cees Bruggemans, Chief Economist FNB During August our gross foreign reserves jumped by $2bn to $38bn even as the Rand firmed through 7.70:$. Yet the reserve gain wasn’t due to SARB forex accumulation. Instead, the...
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 Hussman (Hussman Funds): Conditional expectations and September seasonality,...
Read MoreThis is a guest contribution by Damien Hoffman, editor-in-chief of the very popular Wall St Cheat Sheet blog. Make sure to put this site on your must-read list. John Mauldin coined the incredibly popular phrase, “Muddle...
Read MoreThis post features a three-part video interview with Jan Hatzius, chief US economist for Goldman Sachs, by Aline van Duyn, FT’s US Markets Editor. Whether you like Goldman or not, Hatzius is worthwhile viewing material....
Read MoreSource: Tom Toles, September 13, 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 have just returned from a very successful visit to Slovenia – a country of only about 20 273 km² and 2 million people located in the heart of central Europe. I will share some thoughts about this hidden...
Read MoreThe September edition of Donald Coxe’s Basic Points research report (subtitled “Dem Blues”) has just been published. His investment recommendations, as summarized in this document, are listed in the paragraphs...
Read MoreThe comments below were provided by Kevin Lane of Fusion IQ. Stock price direction is a function of several factors, namely valuation, future expectations, sentiment and liquidity. We believe the last component may be the most...
Read MoreTrevor the farmer was in the fertilised egg business. He had several hundred young layers (hens), called “pullets” and eight or ten roosters, to fertilise the pullets’ eggs. The farmer kept records and any...
Read MoreI am traveling in Slovenia at the moment, leading a group of South African business people on a fact-finding mission of this jewel of central Europe. The visit has so far exceeded all our expectations, but more about that at a...
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