September « 2007 « Investment Postcards from Cape Town

Gold: forwards and upwards

By Prieur du Plessis, on September 14th, 2007 posted in: Business, Commodities, Economy, Equities, Finance, Gold, Investment, Markets, Money, Stocks, Wall Street

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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 [...]

Bear Stearns’ reading list for interns

By Prieur du Plessis, on September 12th, 2007 posted in: Business, Economy, Equities, Finance, Investment, Investment lessons, Markets, Money, Stocks, Wall Street

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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 [...]

Whiplashing of Wall Street – where to now?

By Prieur du Plessis, on September 10th, 2007 posted in: Business, Economy, Equities, Finance, Investment, Markets, Money, Stocks, Wall Street

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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 [...]

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

By Prieur du Plessis, on September 9th, 2007 posted in: Bonds, Business, Commodities, Currencies, Economy, Equities, Finance, Gold, Housing, Investment, Markets, Stocks, Wall Street

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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 [...]

Short-Term Capital Mismanagement: letter to investors

By Prieur du Plessis, on September 8th, 2007 posted in: Business, Finance, Hedge funds, Humor, Investment, Markets, Money, Wall Street

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The following hilarious spoof is courtesy of David Fuller’s Fullermoney newsletter:

Dear investor, we’d like to take this opportunity to update you on the recent performance of our hedge fund, Short-Term Capital Mismanagement LLP.

As you know, market selection for the entire fund is guided by a proprietary investing tool we [...]

Here’s my travel schedule – let’s meet up

By Prieur du Plessis, on September 7th, 2007 posted in: Investment, Travel

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I often receive enquiries from blog subscribers and readers about my travel schedule, with the aim of perhaps hooking up for a chat in some convenient corner of the world.

I do travel abroad quite often and would be very keen to connect with friends wishing to discuss investments and perhaps share a [...]

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