This post is a guest contribution by Michael Kafe and Andrea Masia of Morgan Stanley.SARB Cuts Repo Rate 50bp on Improved Inflation ProspectsThe South African Reserve Bank (SARB)’s Monetary Policy Committee (MPC) reduced the...
Read MoreBy Cees Bruggemans, Chief Economist of FNB.When is enough, enough?With SARB lately giving interest rate cuts every MPC meeting, having three times miscalled the bottom of this cycle and events continuing to move the goalposts...
Read MoreOn this week’s WealthTrack,Consuelo Mack conducts a rare interview with David Einhorn, President of the long-short, value-oriented hedge fund Greenlight Capital. He co-founded the firm in 1996 with a million dollar investment...
Read MoreDiscussing whether investors overreacted in trying to prepare for QE2, with Mohamed El-Erian, CEO & Co-CIO of Pimco.As an aside, do make a point of reading Mohamed’s book, “When Markets Collide: Investment Strategies for...
Read MoreThe comments below were provided by Kevin Lane of Fusion IQ.As seen below the S&P 500 Index finally bounced near support (1,172), which was a convergence of support and the rising 50-day moving average (red lines)....
Read MoreDiscussing whether the second round of quantitative easing will be the catalyst for another round of crisis economics around the world, with Nouriel Roubini, Roubini Global Economics, and Ian Bremmer, Eurasia Group.Source: CNBC,...
Read MoreThis video, courtesy of ziocody, explains the basic effects of inflation of the money supply.Please follow the text below the clip in order to identify the commentators.NATS – Money Counting“A solution being offered now to get...
Read MoreDon Coxe has updated his popular webcast on Friday, November 19, 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 clip features a great Canadian spoof on TSA procedures.Source: YouTube, January 17, 2010 (hat tip: Casey’s Daily Dispatch)Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape...
Read MoreIn the past consumer confidence was boosted when banks eased their lending standards for consumer loans and especially credit cards. As yet the easier lending standards have failed to lift consumer confidence, though.Sources:...
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