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By Cees Bruggemans, Chief Economist of FNB. Last year’s recession has been hard for many South Africans, judging by employment losses (some 400 000 formal jobs gone), house foreclosures, nominal house price declines, reduced income and spending, the actual contraction in credit outstanding, huge bank bad debts written off, stock market still [...] More on this topic (What's this?) Consumer Confidence Slides (Expected Returns, 8/28/09) U.S. Michigan Consumer Sentiment Index “Unexpectedly Falls” – Come On… (Wall Street Sector Selector, 10/14/11) Housing Down, Consumer Confidence Up (XLY, XLP, XHB) (Wall Street Sector Selector, 11/29/11)  By Prieur du Plessis, on March 16th, 2010 posted in: Investment, Stocks  3 people had their say - chime in!
With the S&P 500 Index and a number of other benchmark stock market indices flirting with cycle highs, I will be monitoring things very closely over the next few days to see if the market’s overbought condition spells more downside potential than an expected consolidation. Or will the Index surprise us and fly trough the 1,151 area? Read on … [...] More on this topic (What's this?) S&P 500 Chart – The Art of Technical Analysis (My Trader's Journal, 1/22/12) Stock Market Valuation is Stretched on Long-term Basis (GreenLightAdvisor Views, 3/16/10) What a Little-Known Market Tool Is Telling Us About U.S. Stocks in 2012 (Money Morning, 1/11/12) 
CBS’s “60 Minutes” has just spent two days interviewing Michael Lewis at his home in California. Lewis, of course, is the author of Liar’s Poker, The New New Thing, Moneyball, The Blind Side, Panic, Home Game and hot-off-the-press The Big Short: Inside the Doomsday Machine. His new book explains how some of Wall Street’s finest minds managed to destroy $1.75 trillion of wealth in the subprime mortgage markets. [...] More on this topic (What's this?) March Madness: A Game Changer for Offices Around the Country (Money Morning, 3/19/10) Final Four ready for Indianapolis (WC Power Tech Fund, 3/29/10) Select Entertainment Shares Headed North (LCAPA, CBS, WMG, DIS, TWX) (tickerspy.com, 4/8/10)
I often refer to the technical analysis of Adam Hewison (INO.com) to provide insight into the most likely near-term movements of financial markets. He has just produced four short presentations on various markets, included in this post. [...] More on this topic (What's this?) 2012 U.S. Dollar Outlook: How to Play A Short-Term Rally (Money Morning, 1/20/12) Challenging Conventional Assumptions (Gold Versus Paper, 10/24/11) Dollar Bull Trend NOT Over (Comments for thetechnicaltake, 1/13/12)
With the United States preoccupied with two wars, Russia is taking advantage of an opportunity to expand its influence and control over neighboring states. The first phase is nearly complete, and Stratfor analyst Marko Papic says pressure now is growing on the Baltics. Click through for the video. [...] More on this topic (What's this?) Did Putin Just Score Us a Goldmine? (Wall Street Daily, 1/9/12) The Changing Nature of Global Gas Projects (Money Morning, 12/14/11) Russia’s Top Import and Export Partners (Top Foreign Stocks, 11/15/11)
By Cees Bruggemans, Chief Economist of FNB. Another good week of data releases, suggesting economic recovery is on track, steadily climbing out of the hole that was 2008-2009. Electricity output rose robustly further in January, indicative our electricity-intensive sectors are steadily expanding. With only 17% of electricity consumed by households [...] More on this topic (What's this?) FNB Fixed Investment Round Table: 3Q2010 (Wall Street Sector Selector, 8/25/10) F.N.B. Corporation Misses the Street's EPS Consensus (FNB) (Benzinga, 10/25/10) South African productivity (Wall Street Sector Selector, 8/26/10) |
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