| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
 By Prieur du Plessis, on February 28th, 2009 posted in: Guest Bloggers, Investment, Markets, Money  4 people had their say - chime in!
A number of pundits claim that every time the president or his administration makes a major economic announcement the Dow takes a dive. In this guest post, Paul Kedrosky asks whether these events are actually related and examines the assertion by going deep inside the numbers. [...] More on this topic (What's this?) Fixing economy to be Focus of Obama's Address to Congress (Money Morning, 2/24/09) President Obama’s Favorite Chart (Wall Street Daily, 1/13/12) President Barack Obama: The Temperament of a Champion Stock Trader (Investment U, 1/30/09) By Prieur du Plessis, on February 28th, 2009 posted in: Economy, Guest Bloggers, Markets, Money Leave your comment
This guest post by Richard Berner of Morgan Stanley provides a useful update on some of the factors influencing the inflation/deflation debate. [...]  By Prieur du Plessis, on February 27th, 2009 posted in: Investment, Markets, Money 5 people had their say - chime in!
While the stock market indices are floundering with multi-year lows, “nationalization” was the key word spooking investor sentiment during the past few days. Also on the video front, “hot-under-the-collar” discussions took place on whether or not to nationalize US banks. Some of the week’s more interesting video clips are shared in this post. [...] By Prieur du Plessis, on February 26th, 2009 posted in: Investment, Markets, Money 6 people had their say - chime in!
As the stock market indices are flirting with key charting levels and we are waiting for Mr Market to show his hand, it is useful to get an update on the outlook from Jeremy Grantham. His latest thinking has just been reported in an interview with CNN Money as quoted in this post. [...] More on this topic (What's this?) Jeremy Siegel: S&P’s Earnings Wrong (Investment U, 2/26/09) S&P 500 Index Return Analysis (Top Foreign Stocks, 3/1/09) Even after a 50% Drop, the S&P 500 Still Isn’t Cheap (Contrarian Profits, 3/6/09) By Prieur du Plessis, on February 25th, 2009 posted in: Economy, Guest Bloggers, Investment, Markets, Money Leave your comment
“The Central and Eastern Europe (CEE) region is the sick man of emerging markets. While the global crisis means few, if any, bright spots worldwide, the situation in the CEE area is particularly bleak,” said Roubini Global Economics. “Is this the making of a cross-border banking crisis?” is the question posed in this guest post. [...] More on this topic (What's this?) Prepare for Europe – "It's Going to Be Ugly" (Money Morning, 1/16/12) Almunia Insists the Eurozone Could Withstand a Member’s Collapse (Money Morning, 3/3/09) Take Heed! How the European Crisis Could Hurt U.S. Stocks (Wall Street Daily, 1/19/12) By Prieur du Plessis, on February 22nd, 2009 posted in: Economy, Investment, Markets, Money 5 people had their say - chime in!
A perfect storm of a deepening global recession and banking woes last week battered equities and supported the safe havens of the US dollar, government bonds and gold bullion. Read all about this and the implications for financial markets in my weekly “Words from the Wise” review. [...] |
![[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
Baltic Dry Index – sell-off overdone?
Faber: “Bubble” exists in safest bonds
Investor Sentiment: Is this the end of the road for the rally?
Monetary policy: Week in review (Jan, 2012)
Recent Comments