18 « April « 2010 « Investment Postcards from Cape Town

Most benchmark indices closed on Friday with so-called key reversals on high volumes, indicating that a pullback or consolidation of the recent gains has probably started. Read on … [...]

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Economist Gary Shilling: S&P 500 will drop 43% this year? (Value Investing, 4/11/12)

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

Sell in May and Go Away? No Way! (Wall Street Daily, 5/10/12)

Read more on Goldman Sachs Group, S&P 500 (SPX), Stock market at Wikinvest

Goldman exposed

By Prieur du Plessis, on April 18th, 2010 posted in: Goldman Sachs, Investment

The SEC on Friday charged Goldman Sachs with fraud related to subprime mortgages. The Goldman share price plunged nearly 13% on huge volume. Will this lead to a domino effect with other financial firms? [...]

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

Blogger Prevails Against Goldman Sachs (The Value at Risk, 7/16/09)

Goldman Sachs is in the Catbird Seat (Wealth Daily, 7/17/09)

Read more on Goldman Sachs Group at Wikinvest

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Wealthtrack: Shiller on current stock and home values

By Prieur du Plessis, on April 18th, 2010 posted in: Economy, Housing, Stocks

This week on Wealthtrack, renowned Yale economist and “financial thought leader” Robert Shiller tells Consuelo Mack why he believes home prices could suffer a double dip and stock prices are not cheap. [...]

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David Einhorn on the case for Preferred Stock (Value Investing, 5/18/12)

Tom Russo on Capacity to Suffer – Global Value Investing (Value Investing, 5/6/12)

The Lost Decade: Opportunity of a Lifetime for Dividend Investors (Dividend Growth Investor, 3/28/12)

Read more on SUFFER, Lijun Intl Pharmace, Sim Tech GRP LTD at Wikinvest

Mobius on Thailand

By Prieur du Plessis, on April 18th, 2010 posted in: Investment, Thailand

This post features an update on the investment outlook for Thailand, courtesy of Mark Mobius, emerging markets guru of Templeton Asset Management. [...]

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Investing in Emerging Markets: Is it Time to Invest In Thailand? (Money Morning, 3/22/12)

A-Power (APWR) To Build Biomass Plant In Thailand (Green Stocks Central, 12/22/09)

Trial Vaccine Stops Dengue Fever in its Tracks (Wall Street Daily, 3/21/12)

Read more on Investing in Thailand at Wikinvest

Simon Johnson – time to break bank power

By Prieur du Plessis, on April 18th, 2010 posted in: Economy, Investment

MIT professor and former IMF chief economist Simon Johnson says big banks have returned to “unacceptable” pre-Lehman collapse risk levels. [...]

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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)

The Short of It: Bankers! The Spooks Want You (the Underground Investor, 7/9/09)

Euro wreckage reloaded

By Prieur du Plessis, on April 18th, 2010 posted in: Euro, Greece, Guest Bloggers

“The joint euro area/IMF financial backstop package and the ECB’s recent climb-down on its collateral rules have clearly reduced the short-term liquidity risks for Greece. However, long-term solvency risks remain firmly in place. More broadly, and more worryingly, recent developments significantly raise the (long-term) risk of a euro break-up,” argues Morgan Stanley’s Joachim Fels in this guest post. [...]