“Bull markets do not die of old age; they are assassinated – usually by central banks”

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One of the most incisive thinkers in the investment field is David Fuller who runs the Fullermoney service from London. This post shares his latest thinking on stock markets. […]






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Prieur’s readings (November 11, 2009)

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This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. Please also add the links to any other worthwhile articles you would like to share to the comments section. […]






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Comments on the SARB leading indicator

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By Cees Bruggemans, Chief Economist FNB.

The SARB leading indicator peaked at 127.2 in March 2007, thereafter declining for two years, initially gradually during 2007 but acquiring freefall proportions in 2008.

This indicator hit a cyclical low of 105.3 in March 2009, thereafter rising very rapidly to 112.5 by August 2009.

[…]

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Interview: Jim Rogers on gold, bubbles, commodites, equities, and Roubini

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This post features an in-depth interview with Jim Rogers on a wide-ranging number of topical issues. […]






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WealthTrack: Dennis Stattman’s track record deserves attention

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This week on WealthTrack Consuelo Mack sits down with global investor Dennis Stattman, founding manager of the BlackRock Global Allocation Fund. Now in its 20th year, this Morningstar favorite has consistently delivered market and peer beating returns with less risk. In a wide ranging discussion, Stattman discusses the investment perils and opportunities he is tracking around the world. […]






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Mobius: Taking a closer look at Russian markets

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Emerging markets guru Mark Mobius shares his (bullish) ideas on Russia in this post. […]






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