Archive for May, 2008

Monthly Archive
Next Entries »
Monday, May 12th, 2008

Reuters SA Survey of Economists (April 2008)

The April edition of the Reuters South African Survey of Economists has just been published. (The Econometer is a measure of economic sentiment drawn from a monthly poll of forecasts by leading economists in South Africa and abroad and presented in the form of an index. The index reflects the forecasters’ sentiment for a quarter […]

No Comments » - Posted in South Africa by Prieur du Plessis
Sunday, May 11th, 2008

Words from the Wise: Gone Fishing

I have spent the past week doing a series of presentations with business partner John Mauldin in South Africa. A rather busy schedule, together with poor Internet access, has resulted in my not being able to assimilate all the necessary material for “Words from the Wise”. My apologies for any inconvenience, but rest assured that the normal blogging service will be resumed this week.

1 Comment » - Posted in Money, Markets, Investment by Prieur du Plessis
Friday, May 9th, 2008

Global stock markets – return and valuation scorecard

Global stock markets have experienced a relatively strong recovery since the middle of March. Although markets in general are still well below previous highs, it makes for interesting reading to reflect on the extent of the correction and subsequent rally.

1 Comment » - Posted in Stocks, Money, Markets, Investment by Prieur du Plessis
Wednesday, May 7th, 2008

Purchasing Managers Index rebounds

By Andre Roux
The seasonally adjusted Investec PMI increased to 54.1 in April, after dropping to 43.7 in March. The rebound may be largely ascribed to the unusual timing of Easter during 2008. This would have artificially depressed the March reading while explaining a concomitant sharp increase in April. It is therefore more appropriate to analyse […]

No Comments » - Posted in South Africa by Prieur du Plessis
Tuesday, May 6th, 2008

Stock Markets – Which Way José?: Poll Results

I posted an opinion poll on the outlook for the US stock market a few days ago. In essence, the poll asked whether we were in a bull market, bear market or “muddle-through” market. The results are reported in this post.

4 Comments » - Posted in Stocks, Money, Markets, Investment by Prieur du Plessis
Tuesday, May 6th, 2008

Interview: Spotlight on Prieur du Plessis

This post transcribes a recent interview Mert Erkal did with me for the April 2008 edition of Bloghology.

No Comments » - Posted in Money, Markets, Investment by Prieur du Plessis
Monday, May 5th, 2008

Don’t get it

By Cees Bruggemans
It has not quite sunk in, except at the SARB.
CPIX is gunning for 12.5%, once past Eskom’s 60% tariff increase. Wage earners and businesses can be expected to desperately defend their real incomes and profit margins.
So give me a 12.5% wage increase, or more moderately, compensate me for the average CPIX inflationof 11% […]

No Comments » - Posted in South Africa by Prieur du Plessis
Sunday, May 4th, 2008

Words from the (investment) wise for the week that was (April 28 – May 4, 2008)

“The world’s favorite season is the spring. All things seem possible in May,” said Edwin Way Teal. And so it seemed during the past week as we witnessed a further improvement in investor sentiment and risk appetite, supported by the viewpoint that the worst of the credit crisis might be behind us. Read all about this in my regular weekly blog post, highlighting some thought-provoking news items and quotes from market commentators during the past week.

4 Comments » - Posted in Money, Markets, Investment by Prieur du Plessis
Saturday, May 3rd, 2008

Sell in May and go away: fact or fallacy?

Besides “buy low and sell high” few other axioms are more widely propagated than “sell in May and go away”. This post investigates whether this axiom actually has any scientific basis at all.

8 Comments » - Posted in Stocks, Money, Markets, Investment by Prieur du Plessis
Next Entries »