The comments below were provided by Kevin Lane of Fusion IQ. Almost like a broken record, for the past two weeks we have proposed the idea that the market would keep working higher because investor sentiment was more cautious or...
Read MoreI published the first four chapters of Richard Karn’s e-book, Credit and Credibility, in posts over the past few weeks. In this fascinating book, Karn, author of the Emerging Trends Report, gives his assessment of...
Read MoreSource: Steve Breen, August 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 MoreThe Federal Reserve Board’s Senior Loan Officer Opinion Survey is due to be published on August 17. This is an important document for assessing to what extent credit markets are thawing and confidence is returning to the...
Read MoreMany global stock market indices yesterday recorded fresh highs for the year, spurred on by better-than-expected economic and earnings reports, and a fair bit of momentum buying from latecomers to the rally that commenced five...
Read MoreThis post is a guest contribution by Bill King*, well-respected and straight-talking author of The King Report. Most of the Street heralded the 1% decline in Q2 GDP because it was 0.5% better than consensus – even though...
Read MoreBy Cees Bruggemans A month ago, with CPI inflation at 8% and with a CPI forecast of 5% for 2010, and noting a large output gap (economy in recession now and only slowly recovering next year), the SARB was willing to go on hold...
Read MoreSource: The Wall Street Journal, July 31, 2009. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreThe seasonally adjusted Kagiso PMI stayed at extremely low levels in July, declining from 37.9 during June to 37.3 index points – the persistent weak readings and the associated contraction in manufacturing output are...
Read MoreThis post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • John Hussman (Hussman Funds): Profiting from the tooth fairy, August 3, 2009. It is a general...
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