As investors debate the longevity of the nascent stock market advance, they are increasingly falling back on similar historical situations to glean perspective. In this regard, a comparison of the current market and that of 1936...
Read MoreBy Cees Bruggemans A Zuma Presidency could surprise with some remarkably positive outcomes during its period of office. Here follows a modest attempt at short-listing a few obvious outcomes to look out for, this in addition to...
Read MoreSource: Tony Auth, Slate, April 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 MoreBy Cees Bruggemans Our recession is probably hitting bottom about now (2Q2009) after a hair-raising plunge in 4Q2008 and a still smart decline in 1Q2009. This, at least, is the pattern one gets when examining manufacturing and...
Read MoreAre the various central bank liquidity facilities and capital injections having the desired effect of unclogging credit markets and restoring confidence in the world’s financial system? This is precisely what the...
Read MoreBy Kevin Lings Stats SA have released the retail sales data for March 2009. According to this latest survey, retail sales fell by a substantial 5.3%y/y in real terms in March. This compares with a revised decline of 4.4%y/y in...
Read MoreA long-awaited reversal in the monumental global stock market rally since early March finally arrived last week. As the first-quarter earnings season started winding down and post stress-test capital-raising weighed on some...
Read MoreThis post is a guest contribution by Rebecca Wilder*, author of the of the News N Economics blog This week, the hard economic data reminds us that the global recession is ongoing: exports remain deep in the red; retail sales...
Read MoreA batch of gloomy economic reports during the past few days suggested that recent optimism about a global recovery might have been premature. This caused Doug Kass to warn that “stock prices have moved ahead of...
Read MoreThe comments below were provided by Kevin Lane of Fusion IQ. As seen in the chart below of the Nasdaq 100, the index rallied up to resistance over the last few days and then sold off hard from that level (red line and arrow)....
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