Archive for September, 2007

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Sunday, September 30th, 2007

Words from the wise for the week that was (Sept 24 – 30, 2007)

Before highlighting some memorable quotes from market commentators during the past week, let’s briefly review the week’s ups and downs on the basis of a few bar charts.
Worries of the recent credit market turmoil diminished during the week as weak economic news was interpreted as ammunition for further interest rate reductions. Emerging markets as a […]

5 Comments » - Posted in Markets, Investment, Money, Oil, Wall Street, Stocks, Housing, Gold, Commodities, Business, Currencies, Economy, Finance, Equities, Bonds by Prieur du Plessis
Sunday, September 23rd, 2007

Words from the wise for the week that was (Sept 17 - 23, 2007)

This is a rather quickly-compiled version of this regular weekly posting, but it nevertheless includes a few super quotes, as I have been spending most of the past two days on airplanes crisscrossing Europe. And this is also the reason for having been rather quiet with new content on the blog. But I am now […]

5 Comments » - Posted in Investment, Housing, Markets, Money, Wall Street, Stocks, Gold, Finance, Commodities, Business, Currencies, Economy, Equities, Bonds by Prieur du Plessis
Wednesday, September 19th, 2007

Gold bullion showing Dow a clean pair of heels

My bullish stance on gold is old hat by now, but that does not take anything away from my excitement to keep riding this profitable play.
I have also for a while been favoring gold bullion relative to US industrial stocks, actually relative to most mature-market equities. As a matter of fact, I took Richard Russell […]

3 Comments » - Posted in Markets, Money, Stocks, Wall Street, Investment, Gold, Commodities, Economy, Equities, Finance, Business by Prieur du Plessis
Monday, September 17th, 2007

US economy - R or no R?

One of the most perplexing and widely-debated financial issues is whether the US economy will experience the dreaded R (= recession) in the current cycle.
Highly-regarded Asha Bangalore of Northern Trust argues that the sharp downturn in US private residential investment is pointing to a downswing in US GDP growth. She motivates this in terms of […]

3 Comments » - Posted in Markets, Money, Stocks, Wall Street, Investment, Finance, Business, Currencies, Economy, Equities, Bonds by Prieur du Plessis
Sunday, September 16th, 2007

Words from the wise for the week that was (September 9 to 16, 2007)

Dober dan (“hello”) from Ljubljana, capital of Slovenia, right in the heart of continental Europe. This must surely rate as one of the most delightful cities in the world – from its natural beauty to its all-embracing cultural emphasis to its vibrant café society. Is it a coincidence that the word “love” (s-love-nia) is embedded […]

No Comments » - Posted in Investment, Housing, Markets, Money, Wall Street, Stocks, Gold, Finance, Commodities, Business, Currencies, Economy, Equities, Bonds by Prieur du Plessis
Sunday, September 16th, 2007

Catching up with fellow market aficionados

I will be visiting Ljubljana (Slovenia), Prague (Czech Republic) and Geneva (Switzerland) during the course of this week. If you happen to be in these areas and want to discuss money-making opportunities and share a cup of coffee (or glass of wine), please contact me. There are still a few gaps on the itinerary for those […]

No Comments » - Posted in Markets, Investment, Money, Slovenia, Stocks, International real estate, Gold, Central Europe, Economy, Equities, Finance, Business by Prieur du Plessis
Friday, September 14th, 2007

Gold: forwards and upwards

Just when investors started doubting the safe-haven status of gold at the time of the sub-prime mortgage debacle putting pressure on most financial markets, the yellow metal came to life and staged a spectacular $56 rally. Although not expecting anything as dramatic, I have for a while been advocating a strong emphasis on gold (see posting […]

3 Comments » - Posted in Markets, Money, Stocks, Wall Street, Investment, Gold, Commodities, Economy, Equities, Finance, Business by Prieur du Plessis
Wednesday, September 12th, 2007

Bear Stearns’ reading list for interns

The reading list below, prescribed for Bear Stearns interns, comes courtesy of Paul Kedrosky’s Infectious Greed blog.

As soon as I have got my library (of a few hundred investment books) back in order, post building renovations, I will compile and share with you a list of books that have provided me with guidance over the years. Another item on […]

3 Comments » - Posted in Markets, Money, Stocks, Wall Street, Investment lessons, Investment, Economy, Equities, Finance, Business by Prieur du Plessis
Monday, September 10th, 2007

Whiplashing of Wall Street – where to now?

The MSCI World Index shed 11.0% between its high on July 19, 2007 and August 16, with the S&P 500 Index declining in similar fashion by 9.4%. At that stage high-yield debt markets had completely stalled, investment funds had blocked redemptions and the VIX had reached a high not seen since October 1987.
However, rescue was […]

3 Comments » - Posted in Money, Stocks, Wall Street, Markets, Investment, Economy, Equities, Finance, Business by Prieur du Plessis
Sunday, September 9th, 2007

Words from the wise for the week that was (September 1 to 7, 2007)

Talk in financial markets during the past week was dominated by increasing worries about the US economy, as illustrated by the reaction to the US Labor Department’s poor August jobs report. Before gleaning some wisdom from an assortment of quotes from market commentators, let’s briefly review the week’s ups and downs on the basis of […]

2 Comments » - Posted in Investment, Housing, Markets, Stocks, Wall Street, Gold, Finance, Commodities, Business, Currencies, Economy, Equities, Bonds by Prieur du Plessis
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