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 By Prieur du Plessis, on March 3rd, 2009 posted in: Guest Bloggers, Investment, Markets, Money  Leave your comment
Analyzing the outlook for the European banking industry, guest contributor Niels Jensen said: “I have rarely, if ever, felt this apprehensive about the outlook. So, if the crisis has made you depressed already, don’t read any further. What is about to come, will make your heart sink.” This post does not make for pleasant reading, but is essential in order to grasp the essence of the European situation. [...] 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 Jeremy Clarkson It’s the least frightening place on earth, yet everyone speaks of how many times they’ve been killed that day. Every city needs a snappy one-word handle to pull in the tourists and the investors. So, when you think of Paris, you think of love; when you think [...] More on this topic (What's this?) Readings (Paul Kedrosky's Infectious Greed, 5/26/09) Pam Bondi FAIL | Florida Fraud Report Key to New York Foreclosure Case (Phil’s Stock World, 7/17/11) Cairo Times (Investoralist, 8/19/10)
Mokgatla Madisha, Investec Asset Management The seasonally adjusted Investec PMI printed at 39.2 in February, marginally weaker than the lows posted in November last year. Output volumes declined at a faster pace, and new sales orders continued to plummet with the seasonally adjusted new sales orders index dipping to another record [...] More on this topic (What's this?) IAM: Out of the ordinary (The Big Pond, 3/10/09) Hugh Hendry Eclectica Asset Management Interview (HedgeFundBlogger.com by Richard ..., 3/3/09) Macro Thoughts By Guest Contributor (Comments for thetechnicaltake, 3/6/09)
Source: Daryl Cagle’s Cartoonists, February, 2009.
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Source: Daryl Cagle’s Cartoonists, February, 2009.
Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Measuring the performance of any financial portfolio is only relevant if compared with a similar portfolio. Over the years the norm in the industry has been to use market capitalisation indices as benchmarks to measure performance. Market capitalisation indices, such as the FTSE/JSE All Share Index, create a natural return drag because [...] More on this topic (What's this?) Baltic Indices up for week ending 2/20/09 (The Shipping Stocks Blog, 2/21/09) Baltic Indices Weekly Changes (The Shipping Stocks Blog, 3/13/09) Nothing Looks Good: Indices (The Wild Investor, 2/3/09) |
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