| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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 [...]  By Prieur du Plessis, on September 23rd, 2008 posted in: Investment, Markets, Money  6 people had their say - chime in!
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. [...]
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. [...] More on this topic (What's this?) The EU’s Great Kowtow to China (Wall Street Daily, 2/2/12) Prepare for Europe – "It's Going to Be Ugly" (Money Morning, 1/16/12) Why Silver Prices Are Dropping So Fast (Learn Mining News, 12/14/11)
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.
Did you enjoy this post? If [...] 
By Cees Bruggemans How to identify the ultimate tipping point? When the water broke on the greatest of all global financial crises, on our Women’s Day last year August, both the ECB and the Fed intervened, injecting something like $100bn each on the day. This past week, following Lehman’s bankruptcy, [...] |
![[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