Words from the wise for the week that was (Oct 22 to 28, 2007)

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This week’s report has been compiled on airplanes and in airport lounges spanning New Orleans, Washington, Johannesburg and Cape Town. And similar to the turbulence experienced on some of my flights back home, financial markets have also had a real rollercoaster ride.

Before highlighting some thought-provoking quotes from market commentators during […]

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Does the Big R (= recession) lie in store for the US?

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For culinary delight and extreme hospitality, the Big Easy (New Orleans) ranks top of the log. But these attributes are of little use when trying to figure out the lie of the US economic land. For help on this front I have turned to the speakers at the annual New Orleans Investment […]

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Where to now, Mr Dow?

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Yesterday I managed to do what most people would consider quite impossible – I got lost in Central Park while doing my daily run! I guess I was a bit preoccupied with the buzz of my meetings in New York City and not really concentrating too hard on identifying and remembering beacons.

[…]

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Words from the wise for the week that was (Oct 15 to 21, 2007)

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The week’s edition comes to you from New York where I am visiting for a few days. It is always a treat to look up old acquaintances in this vibrant city. But on this occasion, in the aftermath of Friday’s stock market sell-off, the vibe is downright gloomy. On a personal level, […]

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Global stock market valuations separate the wheat from the chaff

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“All flights to Johannesburg have been delayed indefinitely due to inclement weather”. Those were the awful words that have just been uttered from the cockpit of a stationary aircraft supposed to fly from Cape Town to Johannesburg en route to New York. It is anybody’s guess whether I will still make it to […]

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Greenspan, please shut your mouth!

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I have never been a fan of Easy Al and firmly believe that he has caused the US economy irreparable damage. He retired only in January 2006, but is already doing his utmost to explain his way out of his blunders that are now a causing a financial nightmare for his successor.

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