The Federal Reserve’s position is so leveraged that it puts Wall Street investment banks to shame according to economist David Malpass of Encima Capital.Source: Forbes.com, November 25, 2010.Did you enjoy this post? If so, click...
Read MoreDon Coxe has updated his popular webcast on Friday, November 26, 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 MoreSource: Chris Britt, Comics.com, November 22, 2010.Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreThe S&P 500 Index is entering expensive territory with the cyclically adjusted price-earnings ratio at 22.64 approaching the average of 25.0 from the post ICT crisis to the advent of the Lehman debacle. The current level is...
Read MoreIreland’s bailout is top of the news log. Where’s the money coming from – and which countries in the world have the most claims by foreign banks? The Guardian provides the fascinating graphic below. Click here for the...
Read MoreJim Chanos, the legendary short-selling hedge fund manager of Kynikos Associates, continues to cast doubt on the Chinese economy and its reliance on construction.Source: CNNMoney, November 12, 2010.Did you enjoy this post? If...
Read MoreIs gold headed for another streak of records? Gold bears and bulls square off at San Francisco’s Hard Assets Investment Conference.Source: The Wall Street Journal, November 22, 2010.Did you enjoy this post? If so, click here to...
Read MoreSource: Views America, GoComics.com, November 21, 2010.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, Chief Economist of FNB.For the past forty years, South Africa has tried, at times desperately, to maintain the higher growth performance that the 1950s and 1960s post-WW2 world seemed to promise, even...
Read MoreFeedburner, the system used for delivering e-mail alerts of the Investment Postcards updates, has for some unknown reason today decided to go on strike. I posted a full quota of new items a few hours before the opening bell in...
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