Archive for November, 2007
Sunday, November 25th, 2007
Words from the wise for the week that was (November 19 – 25, 2007)
This week’s edition of “Words” is again a “high-altitude delivery” as it comes from above the clouds en route from Cape Town to Ljubljana, the romantic capital of Slovenia right in the heart of Central Europe. After three recent aircraft incidents in South Africa (my home country), notwithstanding the fact that none resulted in any [...]
4 Comments » - Posted in Bonds, Business, China, Commodities, Currencies, Economy, Emerging markets, Equities, Finance, Gold, Housing, Investment, Markets, Money, Oil, Stocks, US dollar, Wall Street by Prieur du Plessis
Saturday, November 17th, 2007
Words from the wise for the week that was (November 12 – 18, 2007)
This week’s article comes from Windhoek and Swakopmund in Namibia where I am on a brief business visit. This desert country is located along the southwestern coast of the African continent and lies north of my home country, South Africa. Namibia is known for its contrasting landscapes – from the Namib dune sea to teak [...]
4 Comments » - Posted in Bonds, Business, China, Commodities, Currencies, Economy, Emerging markets, Equities, Finance, Gold, Housing, Investment, Markets, Money, Oil, Stocks, US dollar, Wall Street by Prieur du Plessis
Monday, November 12th, 2007
The carry trade – is this it?
Market sentiment did an about-turn last week as uncertainty mounted on the back of the credit situation going from bad to worse. The upshot of the deteriorating outlook was a reassessment of risk by market participants as evidenced by a number of measures such as the Volatility Index (VIX) and the CBOE Put/Call Ratio pointing to complacency [...]
4 Comments » - Posted in Bonds, Business, Carry trade, Currencies, Economy, Equities, Finance, Investment, Markets, Money, Stocks, Wall Street by Prieur du Plessis
Sunday, November 11th, 2007
Words from the wise for the week that was (November 5 – 11, 2007)
Sentiment in financial markets took a turn for the worse during the past week. In the words of David Galland (Casey Research – The Room): “The best analogy I can come up with to describe this past week is that it has been like being caught out in a massive thunderstorm. There’s hail (SIVs collapsing) [...]
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