Don Coxe has updated his popular webcast on Friday, December 17, 2010 – good news for his followers. You can access the recording here or from the sidebar of the Investment Postcards site (the column on the right-hand side) by...
Read MoreThis post is a guest contribution by Richard Berner & David Greenlaw of Morgan Stanley.Breakthrough tax deal. We assume Congress will approve the tax/fiscal stimulus deal, which will add about 1pp to growth in 2011...
Read MoreBespoke Investment Group has just conducted a roundtable on the outlook for the economy and financial markets by surveying opinions from individuals that run 12 of “the most popular financial blogs/websites”. As the writer of...
Read MoreMarc Faber, author of the Gloom Boom & Doom Report, is not expecting emerging markets to perform well over the next six months. As a matter of fact, he sees a 20–30% correction as quite likely. (PduP: China, India and...
Read MoreReflecting improved global growth, crude oil prices have increased strongly since the summer. In the paragraphs below, BCA Research argues further gains are to be expected.“We have highlighted for some while that a rotation...
Read More“Black Swan” author Nassim Taleb appeared on CNBC, discussing his new book “The Bed of Procrustes: Philosophical and Practical Aphorisms”. Insightful and entertaining …Source: CNBC, December 17, 2010.Taleb also did a Bloomberg...
Read MoreAs seen in the chart below, the S&P 500 Index is still above a support zone in the 1,227 to 1,220 area (green lines). On Thursday the Index traded down close to this support near 1,227 and reversed.Kevin Lane, chartist of...
Read MoreImagine being able to buy some gold just about anywhere. Now a mall in upmarket Boca Raton, Florida, is the first in the U.S. to have a gold dispensing machine.I suspect by the time these machines are al over the world, this may...
Read MoreThis post is a guest contribution by Asha Bangalore, vice president and economist at The Northern Trust Company.The Conference Board’s Index of Leading Economic Indicators (LEI) posted a solid 1.1% gain in November after a...
Read MoreSource: Ed Stein, Comics.com, December 14, 2010.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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