Archive for April, 2008

Thursday, April 17th, 2008

Soaring inflation creates headwind for long bonds

US long bonds are at an important point of resolve as investors seem to have started focusing more strongly on the inflation outlook rather than on economic growth considerations. Tread carefully as bonds could be topping out.

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

Wednesday, April 16th, 2008

Rising prices for slow snails

Magazine covers, especially as far as international publications are concerned, frequently get their timing wrong on “big picture” events. As such, covers are often used as contrarian indicators. Intuitively it does not seem that this will be the plight of the cover of the latest Economist, but let’s keep an eye on how events unfold. Please read on …

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

Tuesday, April 15th, 2008

Video: Paul Volcker on the “mother of all crises”

This post comprises a number of must-see video clips recorded during former Fed chairman Paul Volcker’s address of last week to the Economic Club of New York on the credit crises and related matters. Volcker, who headed up the Fed from 1979 to 1987, said the credit crisis is the “mother of all crises” and the modern financial system has “failed the test of the market-place”.

1 Comment » - Posted in Money, Markets, Investment by Prieur du Plessis

Tuesday, April 15th, 2008

Underappreciated!

By Philipp Wörz
All of us have had moments of regret.
Thoughts like, “I should have bought that beachfront property in 2001”, “Why didn’t I buy that wine farm in Stellenbosch” or “Why did I marry that ogre?’ may have crossed your mind. The same goes for financial investments and, in that department – nodisrespect - I […]

No Comments » - Posted in South Africa by Prieur du Plessis