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I have written a fair bit over the past few days about the overbought level of most global stock markets and also how China – a leading market on the way up – could be the catalyst for triggering a reversal of fortune. It would seem the expected downward correction is now squarely underway … [...] More on this topic (What's this?) A more “entertaining” way to follow stock markets (Intelligent Speculator, 9/28/09) Stock markets saved by bell from confirming next direction - like rabbit from hat? As price resis... (UnBiasedTrading (TM), 11/10/09) Global Stock Markets - Pop 'n' Drop (GreenLightAdvisor Views, 8/18/09)
In this edition of “On the Edge”, Max Kieser discusses the shenanigans in the financial markets with Tyler Durden of Zero Hedge, a fairly new, but already influential financial blog. His in-your-face presentation style may not be to universal liking, but it certainly makes for thought-provoking viewing material. [...] More on this topic (What's this?) Steve Keen: On the Edge with Max Keiser (Credit Writedowns, 9/21/09) Long Term Earnings Charts (Naked Hedge Fund, 8/27/09) Some pain in equities in both directions this week may set up for "max pain" lower on Friday (UnBiasedTrading (TM), 6/15/09)
The US Senior Loan Officer Opinion Survey has just been published. This is an important document for assessing to what extent credit markets are thawing and confidence is returning to the financial system. The analysis presented in this post is a guest contribution by Asha Bangalore of Northern Trust. [...] More on this topic (What's this?) Bank Lending Contracting (Expected Returns, 8/17/09) How a Debt Consolidation Loan Will Help You Get Out of Debt (Learn Mining News, 8/30/09) Loan Delinquency Snapshot; Courtesy of Making Home Affordable (The Value at Risk, 8/4/09)
Source: Sunday Times, August 16, 2009. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
By Cees Bruggemans The SARB decision last week to resume cutting interest rates is interesting, given that our CPI inflation is likely to only modestly decrease further towards 5% next year, even as global growth keeps signaling its return and our own economy likewise signals a turn in progress. What does [...] More on this topic (What's this?) How to Lower Your Interest Rate (Learn Mining News, 8/23/09) Why Are Banks Raising Credit-Card Interest Rates? (The Value at Risk, 8/22/09) The Fed Fund Rate Announcement & Interest Rate Decision (Investment U, 8/12/09)
By Cees Bruggemans The nice thing about an unpredictable central bank is that it should surprise you pleasantly at least sometimes. In June, SARB emphasized upside risks to the inflation forecast, disappointing many by not cutting interest rates further though the economy was weak and the output gap large. Economic [...] More on this topic (What's this?) Real Estate as an Inflation Hedge? Don't Bet On It (REIT Wrecks, 7/7/09) How to Lower Your Interest Rate (Learn Mining News, 8/23/09) Two Measures of Inflation: New Update (Phil’s Stock World, 11/30/12) | ||||||||||||||||||||||||||||||||||||||||||||||
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