This 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): Showtime for visible roots and fruit, September 8,...
Read MoreAn upshot of the financial crisis could be that investors go back to basics. In the case of equities, the means “plain old stock-picking” as Mario Gabelli of Gabelli Asset Management describes it. The paragraphs...
Read MoreThis post is a guest contribution by Rebecca Wilder*, author of the of the News N Economics blog. In July, the Kansas City Fed reported – they measure the Kansas City Financial Stress Index (KCFSI), which is an composite...
Read MoreThe excerpts below come courtesy of David Rosenberg, chief economist and strategist of Gluskin Sheff & Associates. “An old contact of ours at Merrill Lynch pointed out these articles from the Wall Street Journal after...
Read MoreThis week on Consuelo Mack WealthTrack, two unconventional thinkers share their wisdom with us. She talks to Nassim Taleb, “The Black Swan” author and well known Cassandra, about his unconventional, and as it turns...
Read MoreSource: Dave Granlund, September 4, 2009. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreThere is light at the end of the tunnel for South African consumers. All the local banks are expected to follow Standard Bank’s example shortly and start lowering their lending criteria for households, which could lighten...
Read MoreIn the absence of the “Words from the Wise” review while I am traveling, this post provides links to a number of thought-provoking articles I have read over the past few days that you may also find interesting....
Read MoreBill Gross, co-founder and co-CIO of PIMCO, is to my mind one of the shrewdest money men around. His monthly newsletter, this month entitled “On the “Course” to a New Normal”, therefore always makes for...
Read MoreSource: Dana Summers, September 3, 2009. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
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