| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
 By Prieur du Plessis, on February 2nd, 2010 posted in: Investment, Markets, Money  4 people had their say - chime in!
Kate Welling of welling@weedon has just conducted another of her top-class interviews with Michael Belkin. Belkin is the author of The Belkin Report that I used to read regularly, but have had difficulty in obtaining over the past two years or so. He has a huge reputation among institutional investors and got his calls right more often than not when I still had access to his material. Read on for his latest thinking. [...] More on this topic (What's this?) Bonds: The Most Important Asset Class (Expected Returns, 4/18/12) Emerging Market Bonds: Less Risk Than You Think (Investment U, 5/11/12) Investing in Bonds: How to Build a Bond Ladder (Money Morning, 4/24/12)  By Prieur du Plessis, on February 2nd, 2010 posted in: Investment, Markets, Money One comment so far
This post includes a few snippets regarding the investigation being conducted by Neil Barofsky, Special Inspector General of the TARP watchdog. The plot is thickening, as they say … [...] More on this topic (What's this?) Aftermath of a Crisis (Finance Documentaries, 5/18/12) Black Swan Alert--Financial Stocks Still Stink (Random Roger's Big Picture, 5/15/12) Treasury Department’s New Bailout Plan: It’s Up to Private Sector (Value Investing, 5/4/12) By Prieur du Plessis, on February 2nd, 2010 posted in: Investment, Markets, Money One comment so far
“Although the selling has been broad based of late and internals such as momentum and breadth have weakened slightly, they still appear to reflect correction conditions and not something greater. The question we are now trying to answer is where can the S&P 500 find some support and stabilize?” asked technical analyst Kevin Lane. [...] More on this topic (What's this?) Economist Gary Shilling: S&P 500 will drop 43% this year? (Value Investing, 4/11/12) Stocks Have You Worried? Here's What You Do (Money Morning, 5/14/12) Sell in May and Go Away? No Way! (Wall Street Daily, 5/10/12) By Prieur du Plessis, on February 2nd, 2010 posted in: Investment, Markets, Money Leave your comment
“The fate of global equity markets is very much in the hands of bond investors. Under normal circumstances, this is the best time to be in equities. But these times are not normal, so do not expect that the outstanding performance of 2009 will be repeated in 2010. If international bond markets calm down again – and that may happen, at least temporarily – equities can probably post further (but modest) gains in 2010; however, the end game is approaching. If bond investors do not revolt in 2010, they probably will in 2011, so playing the economic recovery through equities is a dangerous game,” argued Niels Jensen in this guest post. [...]
“Financial headwinds are holding back the pace of economic recovery. This mantra has been repeated frequently in recent months. The latest Senior Loan Officer Opinion Survey now paints an improvement in credit conditions from the supply side. Bankers are not tightening standards but loan demand is weak,” said Asha Bangalore in this guest post. [...] More on this topic (What's this?) How to Invest Like a Bank: P2P Lending Returns (Learn Mining News, 4/27/12) Mobile Wallet Technology Will Make You Rich (Money Morning, 5/10/12) Does Twelve-Year-Old Canadian Victoria Grant Understand More About the Most Important Truth in Li... (the Underground Investor, 5/16/12)
By Cees Bruggemans, Chief Economist FNB. There lingers a deep uncertainty in the world at large, as much here as abroad, in financial markets as among policymakers, touching investors, consumers, boardrooms. Periodically such uncertainty and associated anxiety can be observed rippling through the everyday surface, for a while threatening to disruptively [...] |
![[Most Recent Charts from www.kitco.com]](http://www.kitconet.com/charts/metals/gold/t24_au_en_usoz_4.gif)
 (requires Windows Media Player) 
|      
   | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Copyright © 2012 Investment Postcards from Cape Town - All Rights Reserved Performance Optimization WordPress Plugins by W3 EDGE | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Email
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
Recent Comments