02 « August « 2010 « Investment Postcards from Cape Town

I have had numerous comments on my previous article “ECRI WLI: Double dip or slowdown”. Read on for some interesting additional thoughts. […]

Embry: Gold’s on the cusp of a parabolic move up

By Prieur du Plessis, on August 2nd, 2010 posted in: Gold, Investment

John Embry is chief investment strategist at Sprott Asset Management and always worth listening to when it comes to gold bullion. This post includes excerpts from a recent article sharing his views on the yellow metal. […]

Face to face with BlackRock’s Peter Fisher on US Treasuries

By Prieur du Plessis, on August 2nd, 2010 posted in: Investment, Treasuries

Despite the rally in Treasuries, Peter Fisher, who oversees $1 trillion in fixed income for Blackrock, says it’s not time just yet to talk of a bubble. In an interview with Henny Sender, FT’s International Financial Correspondent, Fisher also discusses possible defaults in the muni market, the right direction for fiscal policy and the prospects for Europe. […]

Macro blues overshadow crude oil

By Prieur du Plessis, on August 2nd, 2010 posted in: Guest Bloggers, Oil

“With the U.S. summer driving season basically over for this year and a slowdown in China, crude oil is expected to be under increasing pressure through the rest of the year, unless there are new strong indications that the U.S. economy has truly turned the corner. Nevertheless, as the world’s reliance on fossil fuel will remain at 46% by 2050, any price drop should provide investors with a good level to get into long positions,” argues Dian Chu in this guest contribution. […]

The Fed has not run out of options, as yet

By Prieur du Plessis, on August 2nd, 2010 posted in: Economy, Guest Bloggers

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In this guest post, Asha Bangalore considers a checklist of the Fed’s options if economic conditions call for more creative programs to support economic activity. […]

Telltale signs of a slowing economic recovery …

By Prieur du Plessis, on August 2nd, 2010 posted in: Humor

Another hard-hitting cartoon from Bruce Beattie. […]