11 « January « 2010 « Investment Postcards from Cape Town

I have over the past year referred to parting comments from Richard Bernstein and David Rosenberg as they left Merrill Lynch for less restrictive surroundings. We were again reminded of these lessons, together with those by legendary Merrill analyst Bob Farrell (who retired in 1992), in a recent report by Jeff Saut as given in this post. […]

Wealthtrack – making money in 2010 in stocks, bonds and foreign markets

By Prieur du Plessis, on January 11th, 2010 posted in: Investment, Markets, Money

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This week on Wealthtrack, Consuelo Mack asks three money managers how they intend to make money in the new year in stocks, bonds and foreign markets. BlackRock’s chief equity strategist Bob Doll runs three highly respected large cap funds; First Eagle Fund’s Matthew McLennan just took over the global investment helm from legendary value investor Jean-Marie Eveillard; and veteran bond manager Marilyn Cohen just published her new book “Bonds Now! ”. […]

Prieur’s readings (January 11, 2009)

By Prieur du Plessis, on January 11th, 2010 posted in: Investment, Markets, Money

This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. […]

What to expect from Japan’s new finance minister

By Prieur du Plessis, on January 11th, 2010 posted in: Economy, Japan

Japan’s inexperienced government continues to have a bumpy ride with the resignation of its finance minister, but George Friedman of Stratfor Global Intelligence says changes in personalities will not make any difference to the country’s economic strategy. Click through for his reasoning. […]

China is no Dubai or Enron: Real estate rebalance to buoy gold

By Prieur du Plessis, on January 11th, 2010 posted in: China, Guest Bloggers

The Chinese central bank surprised the markets last week by raising the interest rate slightly on its three-month bills. This is the first rate increase since August and signaled an effort by Beijing to reduce asset-price inflation after a record surge in credit. Read on for Dian Chu’s guest post on the implications. […]

Tallest stack of borrowed money in perspective

By Prieur du Plessis, on January 11th, 2010 posted in: Humor