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Author: Prieur Du Plessis

Picture du Jour: Keeping an eye on earnings

Investors are now focusing on the second-quarter earnings reports as a test of whether stock price gains since the March lows reflect fundamental reality. Of the 101 US companies that have reported second-quarter earnings so...

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Too big to fix?

Source: Walt Handelsman, July 17, 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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Is China the next bubble?

This post is a guest contribution by Dr Jay Bryson* of Wells Fargo Securities, Economics Group. Recently released data showed that the year-over-year growth rate of Chinese real GDP rose from 6.1 percent in the first quarter of...

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Prieur’s readings (July 17, 2009)

This post provides links to a number of thought-provoking articles I have read over the past few days that you may also find of interest. • Andy Kessler (The Wall Street Journal): The Bernanke market, July 16, 2009, We...

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Karn: Credit and credibility

In a fascinating e-book, Credit and credibility, Richard Karn, author of the Emerging Trends Report, is now offering his assessment of today’s financial turmoil and what he considers to be the five most pressing...

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