| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Although the Chinese GDP data release was disappointing, the improving PMI seems to indicate that the country might have seen the worst of the growth statistics. This view is shared by a report just received from BCA Research, stating that a broad range of macro indicators suggest that the economy may have begun to rebound. [...] More on this topic (What's this?) China: Big Changes Coming Soon (Money Morning, 1/10/12) China Retains 8% Growth Target for 2009 Despite Massive Headwinds (Money Morning, 2/27/09) What China is Buying Now (Wealth Daily, 1/12/12)  By Prieur du Plessis, on April 22nd, 2009 posted in: Economy, Guest Bloggers, Investment, Markets, Money  Leave your comment
“The Wall Street Journal ran a story about reduced bank lending originating from those banks that received TARP monies. Frankly, I don’t know what kind of response the WSJ was going for, but I know what mine was: of course bank lending is stalling. Amid the precipitous economic decline, loan origination would likely be much worse had the banks not received capital injections. And in looking at the data, I noticed that another shoe might drop on consumer spending: home equity lines of credit are surging,” said quest contributor Rebecca Wilder, author of the News N Economics blog. [...] More on this topic (What's this?) A Look at Liquidity: The Real Reason Banks Aren’t Lending (Contrarian Profits, 4/23/09) The One Question We Must All Ask Ourselves (Money Morning, 1/5/12) Did Bankers Deliberately Crash MF Global to Crash Gold and Silver Prices? (the Underground Investor, 12/26/11) By Prieur du Plessis, on April 22nd, 2009 posted in: Economy, Investment, Markets, Money 3 people had their say - chime in!
“Green shoots” and “glimmer of hope” are two phrases economists have recently started bandying around, referring to a slowing in the deterioration of a number of economic variables, i.e. that the global economic deterioration is likely bottoming out. The results of two surveys released over the past two days seem to back up the “green shoots” claims and are reported in this post. [...] More on this topic (What's this?) Is Goldman’s Share Offering an Attempt to Further Ensnare the Government? (Money Morning, 4/15/09) Is Goldman’s Share Offering an Attempt to Further Ensnare the Government? (Contrarian Profits, 4/15/09) Levitating above the cesspool (somehow) (Gold Versus Paper, 3/15/09)  By Prieur du Plessis, on April 22nd, 2009 posted in: Investment, Markets, Money, Travel Leave your comment
I will find myself in Dana Point, California over the next few days, attending a conference hosted by Rob Arnott & Research Affiliates. Posting will be slow while I am on the road and “Words” from the Wise” will take a break this coming Sunday (April 26). The normal blogging service will be resumed on my return to Cape Town by the middle of next week. [...] More on this topic (What's this?) El-Erian on the asset management business... (Consequences Unintended, 3/17/09) Hugh Hendry Eclectica Asset Management Interview (HedgeFundBlogger.com by Richard ..., 3/3/09) Benchmark Asset Management Marc Duchesne (HedgeFundBlogger.com by Richard ..., 3/9/09)
By Cees Bruggemans The year/year change in new car sales and building plans passed, critical leading indicators of our cyclical condition, have reached lows that now even surpass the 1985 bust (in its time the biggest recessionary condition since the 1920s and 1930s). Technically it could still get worse, for while [...] More on this topic (What's this?) Update: The Callan Periodic Table (Top Foreign Stocks, 4/12/09) A Long-Term P/E Ratio (Gauging Corporate Financial Reports, 10/10/08) Video: A Penny For Your Thought (Canadian Personal Finance Blog, 9/19/09) By Prieur du Plessis, on April 21st, 2009 posted in: Investment, Markets, Money 4 people had their say - chime in!
The stock market will tell its own story over the next few days, but it is crucial that the lows of March 9 hold in order for base formation development to remain intact. Should these levels – 677 for the S&P 500 and 6,547 for the Dow Jones – be breached, it is “Katie, bar the door”. [...] More on this topic (What's this?) Dogs Of The Dow For 2012 (Disciplined Approach to Investing, 1/1/12) First Three-Day Rally Since January Puts Dow Back up Above 7,000 (Money Morning, 3/13/09) S&P 500 Chart – The Art of Technical Analysis (My Trader's Journal, 1/22/12) |
![[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