Archive for March 18th, 2008

Daily Archive
Tuesday, March 18th, 2008

It could get worse before it gets better


By Neels van Schaik
The most important catalyst that we need for the rerating of domestic equities is clarity on the direction of domestic interest rates.
After four years of very controlled inflation, this nemesis has once again reared its ugly head as a result of its impact on interest rates. Since June 2006, interest rates have [...]

No Comments » - Posted in South Africa by Prieur du Plessis
Tuesday, March 18th, 2008

Stock market charts tumbling down


Pursuant to the Bear Stearns collapse, this post shows a light-hearted “expert” chartist’s view of the near-term prospects for global stock markets.

4 Comments » - Posted in Investment, Markets, Money by Prieur du Plessis
Tuesday, March 18th, 2008

Let’s Get Real About Bear


Reams of articles and comments have appeared over the past few days on the Bear Stearns debacle. A particularly interesting viewpoint has just been penned by my business partner John Mauldin and is republished in this post.

4 Comments » - Posted in Investment, Markets, Money by Prieur du Plessis