By Neels van Schaik If headlines are meant to catch your attention, Wednesday’s Cape Times headline did its job. Admittedly, a 6.4% decline in GDP during the first quarter of 2009 is a shocking figure. But, it is...
Read MoreThis post is a guest contribution by Niels Jensen*, chief executive partner of London-based Absolute Return Partners. Asset bubbles are strange animals. Ideally, you would like to punch the air out of them early before they...
Read MoreSource: Nate Beeler, Washington Examiner, May 18, 2009. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreGovernment bonds dominated action on financial markets during the past holiday-shortened week, as angst about inflation and massive issuance propelled yields to six-month highs in the US, Europe and Japan. Bonds and other...
Read MoreSource: Walt Handelsman, Newsday. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreWhile investors’ attention was focused on global government bond yields marching higher, the holiday-shortened week produced a surprisingly small number of video clips. Some quality footage was nevertheless produced,...
Read MoreI have often reported on the progress that has been made on the credit front and concluded as follows in my “Credit Crisis Review” of a few days ago: “Most indications are that the credit market tide has turned...
Read MoreThis post is a guest contribution by Rebecca Wilder*, author of the of the News N Economics blog. Taken separately, one can find many reasons not to rely on survey results, especially those from consumers. But put them together,...
Read MoreSource: Tom Toles, The Washington Post, May 27, 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 opinions of Jeremy Grantham, veteran investor and founder of Boston-based money-management firm GMO, have been featured regularly in posts on the Investment Postcards blog. Against the background of his general disregard...
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