Prieur’s readings (July 19, 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. [...]

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Wealthtrack: Lowenstein sharing his advice

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On this week’s WealthTrack, Consuelo Mack interviews a journalist who is considered to be a must read among top investors. Roger Lowenstein is a former Wall Street Journal reporter who has written books covering subjects ranging from Warren Buffett, to the tech crash, to the nearly catastrophic failure of hedge fund Long Term Capital Management, to the most recent financial crisis in his book The End of Wall Street. Lowenstein discusses the current financial climate and the challenges we face investing in it. [...]

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Julian Roberts Hedge Funds
Warren Buffett Just Said “Buy!”
Read more on Hedge Funds, Warren Buffett, 2008 Financial Crisis at Wikinvest
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Debunking Paul Krugman’s Icelandic Miracle

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“The moral of the story seems to be that if you’re going to have a crisis, it’s better to have a really, really bad one,” said Paul Krugman regarding Iceland. “While this NYT article has probably recruited a few newbie Keysians, it is totally screaming for a rebuff … considering Iceland pretty much went belly up in 2008 with the collapse of its three largest banks, and has been in crisis mode ever since,” counters Dian Chu in this interesting post. [...]

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Meltdown - Paying the price
The Torches Come Out in Iceland
Meltdown Part 3: "Paying The Price"
Read more on Investing in Iceland at Wikinvest
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World Cup – the ultimate winner is South Africa

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By Adrian Clayton, Alphen Asset Management.

I don’t know about you, but I have become a self proclaimed soccer expert. Never short of a view on the strikers, quick to criticize coaches on substitutions and boasting deep insights into defensive patterns, in the past four weeks I have often found myself [...]

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Three challenges facing South Africa
Grey Sunday’s Best
Read more on PERU COPPER, Investing in South Africa at Wikinvest
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Economic confidence … is it working yet?

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Not so that one will notice it, especially considering the slump in the Michigan numbers on Friday. [...]

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SARB takes stock and a deep breath

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By Cees Bruggemans, chief economist of First National Bank.

In another major landmark speech, SARB Governor Marcus last week took stock of the global economy, financial markets and the South African economy.

It was a major tour de horizon, noting global ailments and lessons, as well as, more tentatively, possible [...]

More on this topic (What's this?) Read more on European Union at Wikinvest
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