03 « February « 2010 « Investment Postcards from Cape Town

By now we all know that a swing in inventories flattered the growth in U.S. Q4 GDP. The chart included in this post, courtesy of Goldman’s chief US economist Jan Hatzius, shows the “real” story. It illustrates that the growth in real final demand – basically GDP excluding inventory restocking – is flat and doesn’t live up to past recoveries at all. [...]

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Could Goldman Sachs (NYSE: GS) Earnings Slip Send Investors Bailing on Stock? (Money Morning, 4/17/12)

Three Silver Linings in the Latest GDP Figures (Wall Street Daily, 5/1/12)

2nd Quarter GDP Contracts 0.7% (Expected Returns, 9/30/09)

Read more on Gross Domestic Product, Goldman Sachs Group at Wikinvest

Chanos sees “overheating and overindulgence” in China

By Prieur du Plessis, on February 3rd, 2010 posted in: China, Investment

James Chanos, legendary hedge fund manager and president of Kynikos Associates, makes an appearance to discuss the outlook for China. Chanos’s views on China have been well covered in the media (specifically in The New York Times), as well as Jim Rogers’s response thereto, but in this video you can hear the real story from the horse’s mouth so to speak. [...]

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Investing in the “New China” with this Telecom Market Stock (Money Morning, 4/23/12)

China’s New “Manifest Destiny” (Investment U, 6/10/09)

China Increases Gold Reserves to 961 Tonnes (Wealth Daily, 6/8/09)

Read more on Investing in China at Wikinvest

John Embry: Why gold will keep going up

By Prieur du Plessis, on February 3rd, 2010 posted in: Gold, Investment

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This post provides a link to a recent speech by John Embry, Chief Investment Strategist of Sprott Asset Management, on the outlook for gold bullion (courtesy of GATA). [...]

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Gold Price Forecast for the Remainder of 2012 (Investment U, 5/18/12)

What’s Happening to Gold and Silver Prices? (Learn Mining News, 5/14/12)

Everything You Need to Know About Gold Prices (Money Morning, 5/11/12)

President Obama’s budget with Altman, Bayh and Gregg

By Prieur du Plessis, on February 3rd, 2010 posted in: Economy, Investment

Charlie Rose sits down with Roger Altman, former United States Deputy Treasury Secretary, Evan Bayh, an American politician, and Judd Gregg, a former Governor of New Hampshire and current US Senator. A link to the transcript of the interview is also provided. [...]

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Obamanomics: What You Can Expect if President Obama Wins the Election (Money Morning, 5/8/12)

Philadelphia Goes the Way of California (The Value at Risk, 7/18/09)

The Obama Bubble (Wealth Daily, 6/16/09)

Read more on Obama's Presidential Policy at Wikinvest

Global consumer confidence is still less than stellar

By Prieur du Plessis, on February 3rd, 2010 posted in: Economy, Guest Bloggers

Consumers around the world are generally more upbeat, but not uniformly so, argues Rebecca Wilder in this guest post. [...]

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What the Consumer Confidence Index Means for Investors (Investment U, 3/8/12)

Consumer Confidence Drops in March as Gas Nears $4 a Gallon (Value Investing, 3/16/12)

Consumer Confidence Slides (Expected Returns, 8/28/09)

Read more on Consumer confidence at Wikinvest

Federal spending – is the gas pedal stuck

By Prieur du Plessis, on February 3rd, 2010 posted in: Humor

How about a “recall”? [...]