I yesterday summarized my market view in a post entitled “Commodity prices – on a knife’s edge”. For some additional perspective, I consider the key moving averages of the principal asset classes in the following paragraphs:The...
Read MoreStock markets could be set to stall if the dollar continues to strengthen, Robin Griffiths, technical strategist at Cazenove Capital, told CNBC.Source: CNBC, November 22, 2010.Did you enjoy this post? If so, click here to...
Read MoreEmerging-market equity prices as measured by the MSCI Emerging Markets Free Index are primarily driven by commodity prices and in particular by metal prices as measured by the Economist Metals Price Index. Currently...
Read MoreThe prices of industrial metals find themselves at crucial levels as indicated by the Economist Metals Price Index in U.S. dollar – the latest number is my estimate. The upward trend since the market bottomed in the first...
Read More“Quantitative Easing Explained”, a video putting a humorous spin on the otherwise difficult-to-digest process of quantitative easing, has gone viral with over 2.4 million hits on YouTube. If you missed my original blog post, do...
Read MoreIn this interview, Frederic Mishkin, former Federal Reserve Board governor, argues QE2 poses the danger of a bubble for emerging countries.Source: CNBC, November 22, 2010 (hat tip: Financial Doom Blog).Did you enjoy this post?...
Read MoreThis post is a guest contribution by Asha Bangalore, vice president and economist at The Northern Trust Company.The potential inflationary impact of the second round of quantitative easing, QE2, is at the top of the list of...
Read MoreMatt Taibbi, author of Griftopia, says America is devolving into a paradise of thieves because of the actions of “vampire squids” like Goldman Sachs and former Fed Chief Alan Greenspan.Source: TheStreet, November 22, 2010 (hat...
Read MoreThis post is a guest contribution by Dian Chu, market analyst, trader and author of the Economic Forecasts and Opinions blog.Natural gas posted the first weekly increase this month in the week of Nov. 14, on forecasts of colder...
Read MoreSource: Views Business, 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.
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