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By Cees Bruggemans When reporting the FNB/BER consumer confidence results last week, it was noticeable how sensitive many people were about using the R-word (Recession). Not everyone has apparently made the jump to such a drastic deterioration in economic outlook and it wasn’t as yet the way to think or generally [...]
By Cees Bruggemans For two years there has been no let up in our inflation outlook, as CPIX bottomed at 3.5% in 2006, since then rising to 11%, with peak talk of 13% shortly. Two occurrences will importantly shape our inflation next year for the better. But it is what we [...] 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)
Donald Coxe, Global Portfolio Strategist of BMO Financial Group, has established a great “big picture” track record and built a large following over the years. His eloquently phrased investment recommendations are particularly insightful and are repeated in this post in an attempt to make sense of the troubled times encountered by financial markets. [...] | |||||||||||||||||||||||||
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