Archive for September 23rd, 2008
Tuesday, September 23rd, 2008
Reversing charges
By Cees Bruggemans
The biggest daily risk facing South Africa is a sudden stop and then reversal of capital inflows, sinking the Rand, boosting inflation and interest rates.
Such an outcome could see a massive asset sell-off. There would also be a major change in the composition of growth (favouring some producers at the expense of [...]
No Comments » - Posted in South Africa by Prieur du Plessis
Tuesday, September 23rd, 2008
Economist cover – a bearish climax?
Eoin Treacy of Fullermoney points out that if any further evidence of a bearish climax was needed, one should look no further than the poignant cover of the most recent Economist. He also shares his views on how he sees stock markets unfolding.
6 Comments » - Posted in Investment, Markets, Money by Prieur du Plessis
Tuesday, September 23rd, 2008
Another town, another train …
I will be spending the next week travelling through Europe (London, Zurich and Ireland). My itinerary is going to be rather tight, but there will always be a few gaps to enjoy a cup of coffee (or glass of wine) with readers wishing to meet up.
2 Comments » - Posted in Travel by Prieur du Plessis
Tuesday, September 23rd, 2008
The Lehman Brothers Effect
The collapse of Lehman Brothers and the makeover of American capitalism will affect a lot of people in a lot of ways, not least of all New Yorkers. This delightful take on matters comes courtesy of Minyanville.
Source: Minyanville, September 22, 2008.
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