Ever since I started my investment career as a mining analyst in 1984, I have taken a keen interest in gold stocks. In particular, I always keep a close eye on the relative strength of the miners versus the metal as stocks often...
Read MoreOn this week’s WealthTrack, Consuelo Mackinterviews Bruce Berkowitz, portfolio manager of the Fairholme Fund. Morningstar named him Domestic Stock Fund Manager of the Year in 2009 and its first Domestic Equity Fund Manager of...
Read MoreThe comments below come courtesy of Dave Rosenberg, Chief Economist and Strategist of Gluskin Sheff & Associates.“A depression is a very long recession. Like the one that lasted from Q4 1929 to Q1 1933 that contained no...
Read MoreSource: Gary Varvel, Comics.com, August 27, 2010.Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreI have not referred to my friend Albert Edwards’s views for a while. Given the rather difficult juncture at which the U.S. stock market finds itself, I thought it opportune to consult with the big guy over at Société Généralein...
Read MoreHistory and cycles are not perfect predictors, but it’s worthwhile to pay attention to these indicators. One such chart, indicating the cyclical nature of stock markets, comes courtesy of Stifel Nicolaus (via U.S. Global...
Read MoreRobert Shiller, Professor of Economics at Yale University, sits down with Simon Constable of WSJ to discuss the sharp falloff in home sales, the likelihood of a double-dip recession and what the Federal Reserve should do to...
Read MoreMark Zandi , chief economist at Moody’s Analytics, talks with Bloomberg’s Margaret Brennan about the outlook for the U.S. economy and possibility for another recession.On the odds of double dipping, Zandi said: “I put it that 1...
Read MoreDon Coxe has updated his popular webcast on Friday, August 27, 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 MoreKansas City Federal Reserve President Thomas Hoenig sits down for a one-on-one interview with CNBC’s Steve Liesman at the annual central bankers meeting in Jackson Hole, Wyo.Mr. Hoenig recently stated: “Monetary policy is a...
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