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By Cees Bruggemans The SARB is currently focused on containing inflation expectations. All must believe inflation will return to the 3%-6% target, no matter what disruption intervenes. Whatever pushes inflation higher will pass, with us showing through our actions that we believe inflation will return to target. This beggars belief when [...] 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)
Nouriel Roubini, professor at New York University and chairman of RGE Monitor, is renowned for his bearish stance on the US economy and stock markets. The Financial Times has just conducted a three-part video interview with Roubini on a variety of topical issues. This is the subject of this blog post. [...] More on this topic (What's this?) Six Reasons Roubini is Wrong about the Recession (Wealth Daily, 10/15/11) Roubini: Euro Contagion is Now Viral; Eurozone Breakup (Shocked Investor, 11/23/11) Roubini: The Plane Is In Stall, Europe May Implode; Countries May Leave, Governments May Fall (Shocked Investor, 11/9/11)
By Kevin Lings The following are some of the key points discussed at the meeting I had with Daniel Mminele from the Reserve Bank this morning. Daniel is a voting member of the MPC: • There was no truth to the rumour of an emergency interest rate meeting at the start [...] More on this topic (What's this?) Lack of Prosecution of Bank Fraud: Conflict of Interest? (Money Morning, 2/2/12) What is the Best Bank in America? (Money Morning, 11/6/11) How Bankers Use Partisan Politics to Cause Division Among Us (the Underground Investor, 11/22/11)
Soaring oil prices were mostly to blame for the past week’s stock market sell-off, but renewed concerns about US economic growth, corporate earnings and mounting angst about inflation pressures also featured prominently in determining the market’s fate. Read all about this in my weekly blog post, highlighting some thought-provoking news items and quotes from market commentators during the past week. [...]
Donald Coxe, Global Portfolio Strategist of BMO Financial Group, is one of a select group of analysts that have been remarkably right on the “big picture” investment outlook for many years. I have therefore deemed it appropriate to share his recommended investment strategy with readers, especially also in the light of the difficult juncture in financial markets. [...]
In this webcast, Warren Buffett shares his investment philosophy with MBA students of IMD Business School in Lausanne. Mr Buffett describes his approach to selecting investments and assessing people, his management style and the strong culture of his company, his belief in applauding people’s achievements, and his definition of success. He intersperses the advice with frequent one-liners that underline a down-to-earth humor. [...] More on this topic (What's this?) Three Investment Lessons I’ve Learned From Warren Buffett (Investment U, 11/18/11) Warren Buffett Just Said “Buy!” (Investment U, 11/21/11) Warren Buffett's $24 Billion Bet on the U.S. Market (Money Morning, 11/8/11) | ||||||||||||||||||||||||||||||||||||||||||||||
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