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 By Prieur du Plessis, on June 30th, 2009 posted in: Investment, Markets, Money  4 people had their say - chime in!
In an environment characterized by increasingly shorter investment horizons, the concept of compounding sounds so passé, but it remains one of the most important principles governing investment. The time has perhaps come to look beyond the short-term noise and focus on good old stock picking, and specifically those companies with strong balance sheets that will be growing their dividends over time with a reasonable degree of certainty. [...] More on this topic (What's this?) Real Estate as an Inflation Hedge? Don’t Bet On It (REIT Wrecks, 7/7/09) S&P Continues It's Commercial RE Downgrade Rampage (The Value at Risk, 6/30/09) Worthwhile Reading: Alan Blinder on Inflation v Deflation (The Value at Risk, 6/22/09) 
This post features excerpts from the weekly market commentary by well-respected Comstock, arguing that the stock market rally has probably exhausted itself in the absence of a strong economic recovery – an event unlikely to materialize any time soon. [...]
By Cees Bruggemans With the SARB going on hold last week, the prime interest rate remaining at 11%, the question is what next. Another cut of 0.5% in August, prime falling to 10.5%? Or have we reached a bottom, prime remaining at 11% through next year, with the speculation shifting [...] More on this topic (What's this?) Real Estate as an Inflation Hedge? Don’t Bet On It (REIT Wrecks, 7/7/09) Two Measures of Inflation: New Update (Phil’s Stock World, 11/30/12) The U.S. Lies About Inflation: Here's The Inflation Secret The Government Doesn't Want You to Know (Money Morning, 4/13/12)
“This week’s trading on the S&P 500 should tell us a lot about the market. The questions likely to be answered this week are the following: Is this just a pause that refreshes and prices then rise or are we entering a corrective phase in line with the typical seasonal summer weakness?,” said technical analyst Kevin Lane in this short post. [...] More on this topic (What's this?) S&P Continues It's Commercial RE Downgrade Rampage (The Value at Risk, 6/30/09) The S&P 500 and the Money Supply: A Long Term Look (The Value at Risk, 7/15/09) Economist Gary Shilling: S&P 500 will drop 43% this year? (Value Investing, 4/11/12)
This post provides links to a number of thought-provoking articles I have read over the past few days that you may also find of interest. [...] More on this topic (What's this?) Must Reads Monday June 29, 2009 (Contrarian Profits, 6/29/09) The Big Picture For the Week of April 29, 2012 (Random Roger's Big Picture, 4/28/12) Position Sizing: How to Limit Risk & Maximize Gains (Investment U, 7/28/09) |
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