| |||||||||||||||||||||||||||||||||||||||||||||||||||||||
  By Prieur du Plessis, on May 28th, 2009 posted in: Investment, Markets, Money  4 people had their say - chime in!
A recent interview by SmartMoney with Jeremy Grantham provides insight on why he has changed his mind in early March from a perma-bearish stance to a more bullish demeanour, as well as his prognosis for the future. A few excerpts from the interview are shared in this post. [...]
By Cees Bruggemans After growing by 3% in 2008 and contracting by some 1%-2% in 2009 mainly on account of an unprecedented vicious global banking and credit crisis and its impacts on our mining and industrial exports, the economy should rebound by some 2%-3% in 2010. Part of [...] More on this topic (What's this?) WSJ: Losses at Small and Midsized Banks Could Exceed $200 Billion in 2010 (Money Morning, 5/19/09) How to Make A Fortune with REITs in 2010 (REIT Wrecks, 6/13/09) Canadian Economy To Rebound in 2010 (Top Foreign Stocks, 6/7/09) By Prieur du Plessis, on May 27th, 2009 posted in: Investment, Markets, Money, Stocks Leave your comment
With the US dollar trading at a five-month low, spare a thought for non-US investors invested in US stocks and bonds. Will the greenback turn out to be the Achilles heel of the US economy? [...] More on this topic (What's this?) Why the Current US Dollar Chart Tells a Drastically Different Story than the World’s Financial ... (the Underground Investor, 5/21/09) Why We Need A Weak Dollar (Investment U, 6/16/09) U.S. Dollar ETFs (Wealth Daily, 6/9/09)
This post highlights an interesting analysis by the Goldman Sachs Global Economics team, indicating the relative order in which the major economies will return to trend growth and close the output gaps. The conclusions have important implications for asset allocation decisions. [...] More on this topic (What's this?) Goldman Sachs Group Inc. (NYSE: GS) Earnings: How the Mighty Have Fallen… (Money Morning, 1/17/12) Is Goldman Sachs Controlling Washington? (Contrarian Profits, 5/4/09) The Great Goldman Share Run-Up (Contrarian Profits, 5/4/09) |
![[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