| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
By Kevin Lings In April 2008, headline CPI inflation rose by a very substantial 1.8% m/m, with the annual rate rising to 11.1% y/y from 10.6% y/y in March. This was much higher than market expectations of a rise to 10.8%. CPIX inflation also rose by a significant 1.6% m/m in April, [...] More on this topic (What's this?) Not Much of a Debate: Inflation is Part of the Plan (Money Morning, 1/31/12) 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) 
Investors have been surprised by the FTSE/JSE All Share Index’s strong rally of 24,9% since the market’s low on 23 January 2008. What is even more surprising is the large difference in the improvement of the major sub-indices. Resources companies have rallied by an incredible 44,8% on the back of only a few [...] More on this topic (What's this?) Chart of the day: US Federal government spending (Credit Writedowns, 6/25/08) 'We Are Right at the Edge of the Cliff' (Financial Armageddon, 6/18/08) Crude Hits $121 per Barrel (Stock Market Analysis, Trading, ..., 5/6/08)  By Prieur du Plessis, on May 30th, 2008 posted in: Investment, Markets, Money  5 people had their say - chime in!
The big question investors are grappling with at this stage is whether the rise in prices has simply been a bear market rally, or whether we are back in a primary bull market. This post alerts one to the factors at play regarding the performance of banking stocks – factors beginning to point to the possible initial stages of the long-term bottoming-out of the relative performance of banking stocks and, ultimately, to better prospects for stock markets as a whole. [...]
Source: Bureau for Economic Research, May 28, 2008.
Did you enjoy this posting? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
By Kevin Lings Following the release of the latest GDP data, Ian asked me to comment on the long-term shifts in the composition of the SA economy. The following bullet points should, ideally, be read in conjunction with the attached graphs. • There is little doubt that SA has become an [...]
By Cees Bruggemans Mid-quarter fixed investment round-table participants: Cees Bruggemans, Chief Economist FNB Charles Martin, Senior Economist, BER Erwin Rode, Property Economist, Rode & Associates Pieter Laubscher, Chief Economist BER Bruggemans: The news coming out of the building industry appears to be increasingly grim. Fixed investment in new structures [...] More on this topic (What's this?) The Secret to Gold Prices: Real Interest Rates (Wealth Daily, 1/20/12) A Misconception about the Value of Bonds (Michael James on Money, 1/18/12) The High Cost of Low Interest Rates (REIT Wrecks, 10/4/11) |
![[Most Recent Charts from www.kitco.com]](http://www.kitconet.com/charts/metals/gold/t24_au_en_usoz_4.gif)
 (requires Windows Media Player) 
|      
   | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Copyright © 2012 Investment Postcards from Cape Town - All Rights Reserved Performance Optimization WordPress Plugins by W3 EDGE | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Email
ECRI Leading Indicator: Turning for the better?
Roach on U.S. economy, Fed policy, China, Europe
Prieur’s Readings (Jan 30, 2012)
European choices
Recent Comments