| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
By Neels van Schaik of Alphen Asset Management. Significant rallies in stock prices usually draw in huge amounts of new cash towards the peak. That is how stock markets work and that is how human nature works. Given the rally we have witnessed since the market lows in November 2008, investors find [...] More on this topic (What's this?) Realities, Opportunities During Tough Markets (GreenLightAdvisor Views, 10/14/11) East Coast Asset Management on the Fear of Bubbles: Q3 Letter (market folly, 11/9/11) Deutsche Bank Executives Decides to Choose Asset Management Sale (ValueWalk.com, 1/12/12)
By Cees Bruggemans, Chief Economist of FNB. It isn’t a done deal yet. The final decision is for the SARB Governor and her Monetary Policy Committee. But the data is shaping benignly for another rate cut. As for the risks to the forecast, that is for the MPC statement to indicate. We [...] More on this topic (What's this?) The Secret to Gold Prices: Real Interest Rates (Wealth Daily, 1/20/12) Crop-Killing Drought to Push Food Inflation Even Higher (Money Morning, 11/14/11) Inflation Proof Your Portfolio With These 5 Stocks (Investment Underground » Page n..., 1/19/12)   By Prieur du Plessis, on February 24th, 2010 posted in: Investment, Markets, Money  Leave your comment
Marc Faber, editor of the Gloom, Boom and Doom Report, sits down with Ben McLannahan, Asia Lex Writer of the Financial Times, to discuss a variety of pertinent economic and investment topics. In short, he suggests investors should make 2010 the year of “capital preservation”. [...] More on this topic (What's this?) Marc Faber: Money Printing Dictates Market Movements (GreenLightAdvisor Views, 12/18/11) [Video] Marc Faber Visits Bloomberg (Fund my Mutual Fund, 12/8/11) Marc Faber bullish on U.S. dollar (Wall Street Sector Selector, 10/12/11)
By Cees Bruggemans, Chief Economist FNB. Growth in GDP (total goods and services produced in the economy, excluding inflation) speeded up in the 4Q2009, confirming the recovery gaining strength. In the first quarter of recovery (3Q2009) GDP growth (annualized) was still only 0.9% but in the 4Q2009 this accelerated to 3.2%, [...] More on this topic (What's this?) High Ratio Of Public Debt To GDP Constrains Economic Growth (Disciplined Approach to Investing, 1/15/12) GDP Improves – But Does it Have Legs? (Money Morning, 10/31/11) Expect A Colossal Holiday Rally (Wall Street Sector Selector, 12/19/11)
As with other risky assets, the two-week rally in silver reversed course yesterday. As a matter of fact, the price ($15.67) declined to below its 200-day moving average ($16.00), having already breached the 50-day line in mid-January ($16.96). Looking at the broader precious metals complex, yesterday also witnessed a key day reversal of palladium. Not a good sign, at least not for the near term. [...] More on this topic (What's this?) Gold & Silver Banker-Cartel Prolonged Price Suppression Has Set the Foundation for an Explosive M... (the Underground Investor, 1/17/12) Don't Miss Out as Silver Prices Surge to $150 an Ounce (Money Morning, 11/28/11) One Thing Silver Lovers Won’t Tell You (Learn Mining News, 1/4/12) By Prieur du Plessis, on February 24th, 2010 posted in: Investment, Markets, Money Sorry, but comments are closed
This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • Martin Wolf (Financial Times): The world economy has no easy way out of the mire, February 23, 2010. Finding an exit route from the extraordinary government [...] More on this topic (What's this?) Wealthy Congressmen Don't Feel Your Pain (Money Morning, 1/9/12) Shallow Hal: The Bull-Bear Debate (Wall Street Sector Selector, 1/11/12) Country Indices Annual Returns from 2001 to 2010 (Top Foreign Stocks, 10/5/11) |
![[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
Baltic Dry Index – sell-off overdone?
Faber: “Bubble” exists in safest bonds
Investor Sentiment: Is this the end of the road for the rally?
Monetary policy: Week in review (Jan, 2012)
Recent Comments