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 By Prieur du Plessis, on February 29th, 2008 posted in: Bonds, Currencies, Investment, Markets, Money  6 people had their say - chime in!
The upshot of rapidly rising inflation in Asia could not only result in stronger Asian currencies, but also in reduced Asian investment in Western bond markets and, over the longer term, the need for higher real rates in the West with commensurate implications for lower economic activity. Of immediate consequence: be very careful of overvalued US and EMU government bonds. [...] More on this topic (What's this?) Not Much of a Debate: Inflation is Part of the Plan (Money Morning, 1/31/12) Where is the Hyperinflation in America? (Learn Mining News, 12/13/11) The Secret to Gold Prices: Real Interest Rates (Wealth Daily, 1/20/12) 
By Kevin Lings In January 2008, headline CPI inflation rose by a large 1.1% m/m, with the annual rate jumping to 9.3% y/y from 9.0% y/y in December. This was above market expectations for the rate to remain unchanged at 9.0% y/y. CPIX inflation also rose substantially, up 1.2% m/m in January, [...] More on this topic (What's this?) The Secret to Gold Prices: Real Interest Rates (Wealth Daily, 1/20/12) Where is the Hyperinflation in America? (Learn Mining News, 12/13/11) Not Much of a Debate: Inflation is Part of the Plan (Money Morning, 1/31/12)
By Kevin Lings In Q4 2007 SA GDP grew by a very robust 5.3% q/q annualised (seasonally adjusted), up from a slightly revised 4.8% q/q in Q3 2007. SA’s Q4 2007 growth rate was well above market expectations for an increase of 4.4%. In fact, none of the analysts expected growth above [...] More on this topic (What's this?) How to Put a Touch of Glory in Your Life (Money Morning, 1/18/12) Polysilicon: The Biggest Development for Green Energy (Investment U, 1/31/12) U.S. Manufacturing Vitality Offers Opportunities (Investment U, 1/12/12) By Prieur du Plessis, on February 27th, 2008 posted in: Equities, Investment, Stocks, Wall Street 10 people had their say - chime in!
Based on a multi-year comparison of the price-earnings (PE) ratios of the S&P 500 Index and the forward real returns, investors should be aware of the fact that the stock market is by historical standards not in cheap territory, arguing for luke-warm long-term returns. As a matter of fact, there is a distinct possibility of some negative returns. [...] More on this topic (What's this?) How to Invest in Volatile Markets (Learn Mining News, 10/16/11) How To Profitably Trade The VIX In 2012 (Investment Underground » Page n..., 1/5/12) U.S. Stock Market Volatility Since 1928 (Top Foreign Stocks, 11/17/11) |
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