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By André Coetzee, Kagiso Securities. After remaining stuck below 40 index points between February and August 2009, the seasonally adjusted Kagiso PMI posted the second biggest monthly increase on record (8.7 points) to reach 48.0 during September. The latest reading is the highest since May 2008 and indicates that SA’s manufacturing sector [...] More on this topic (What's this?) China’s Manufacturing Sector Stabilizes (Wall Street Daily, 4/23/12) 40 Stock Traders To Follow On Twitter (The Wild Investor, 7/16/09)
By Cees Bruggemans, Chief Economist FNB Are we really fighting inflation? There are times when understanding inflation is easy. Big demands are placed on all resources, shortages arise, profit margins can be inflated, cost and price increases easily passed on, in a spiraling kind of way. Expectations of accelerating price [...] More on this topic (What's this?) Two Measures of Inflation: New Update (Phil’s Stock World, 11/30/12) Real Estate as an Inflation Hedge? Don't Bet On It (REIT Wrecks, 7/7/09) The U.S. Lies About Inflation: Here's The Inflation Secret The Government Doesn't Want You to Know (Money Morning, 4/13/12)   By Prieur du Plessis, on October 1st, 2009 posted in: Investment, Markets, Money  2 people had their say - chime in!
James Chanos is a legendary American hedge-fund manager and president and founder of Kynikos Associates, a New York City investment company focused on short selling. This post features Chanos being interviewed by Rob Johnson of New Deal 2.0. [...] More on this topic (What's this?) Oil Prices and the Death of Greece (Money Morning, 5/17/12) Greece’s Upcoming Election May Be its Undoing (Wall Street Daily, 4/12/12) U.S. Holds Greece Debt (Learn Mining News, 2/16/12) By Prieur du Plessis, on October 1st, 2009 posted in: Investment, Markets, Money 6 people had their say - chime in!
Richard Koo says the US will have an all-out recession if government spending and the budget deficits are cut back before the balance sheets of consumers have been restored and they start buying again. Read on for some comments from the author of “Balance Sheet Recession”. [...] More on this topic (What's this?) Koo: Government fulfilling necessary function (GreenLightAdvisor Views, 10/1/09) Chart of the Day: Any bets on the savings rate? (GreenLightAdvisor Views, 10/2/09)
James Surowiecki spoke with Professor Joseph Stiglitz, the Nobel Prize-winning economist, about the mishandling of the financial crisis, the relationship between government and markets, and the future of capitalism around the world. Click through for the clip … [...] |
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U.S. stock market – long-term indicators could go either way
Jim Grant on “The Scream” painting, Fed’s “hall of mirrors”
Prieur’s Readings (May 5, 2012) – staying up to date with top money news
Don Coxe webcast – updated (May 4, 2012)
Laugh out Loud: EU debt whack-a-mole
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