Prieur’s readings (April 22, 2010)

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This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. [...]

More on this topic (What's this?)
Is it Deja Vu All Over Again?
Read more on Chun Yuan Steel at Wikinvest
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John Paulson’s Abacus billion a drop in the bucket

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Although John Paulson made a mighty $1 billion from Goldman’s 2007 Abacus deal, this deal’s profit was a drop in the bucket in comparison with the $15 billion his funds made in 2007. Read on … [...]

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3 Big Banks Report Earnings: What You Need To Know
5 Excellent John Paulson Picks That Are Inexpensive
Read more on John Paulson, Goldman Sachs Group at Wikinvest
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Testimony contradicts SEC’s Goldman charge

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The testimony of a former Paulson & Co official, Paolo Pellegrini, could undercut the Securities and Exchange Commission’s fraud case against Goldman Sachs, according to this CNBC report. [...]

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Surprises

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By Cees Bruggemans, Chief Economist of FNB.

Over the next two years (2010-2011), the South African economy can be expected to achieve

• Average GDP growth of 2.5%-3.5% (not 5.5% or 0%) • Average CPI inflation of 4%-5.5% (not above 6% or nearer 3%) • Nominal GDP growth [...]

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Rent ratios, affordability and cap rates are saying housing is a buy

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“All in, a house purchase today looks pretty attractive, financially speaking, especially if the contract is signed before April 30,” argues Paul Kasriel in this guest post. [...]

More on this topic (What's this?) Read more on Northern Trust, Wheelock & CO at Wikinvest
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Are they burning the banks in Iceland?

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A classic … [...]

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