28 « August « 2010 « Investment Postcards from Cape Town

“Equity investors are in for a rude shock. The global economy is sliding back into recession and they are still not even aware that these events will trigger another leg down in valuations, the third major bear market since the equity valuation bubble burst. We will return to the valuation nadir last seen in 1982 with the S&P bottoming around 450,” said Albert Edwards. Read on … […]

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Picture du Jour: How low can stocks go?

By Prieur du Plessis, on August 28th, 2010 posted in: Investment, Stocks

History and cycles are not perfect predictors, but it’s worthwhile to pay attention to these indicators … […]

Face to face with Robert Shiller on houses, economy

By Prieur du Plessis, on August 28th, 2010 posted in: Economy, US

In this video clip, Robert Shiller, Professor of Economics at Yale University, sits down with Simon Constable of WSJ to discuss the sharp falloff in home sales, the likelihood of a double-dip recession and what the Federal Reserve should do to stimulate the U.S. economy. […]

Moody’s Zandi discusses U.S. double-dip recession risk

By Prieur du Plessis, on August 28th, 2010 posted in: Economy, US

In this interview, Mark Zandi , chief economist at Moody’s Analytics, talks with Bloomberg about the outlook for the U.S. economy and possibility for another recession. […]

Don Coxe webcast – updated (August 27, 2010)

By Prieur du Plessis, on August 28th, 2010 posted in: Investment, Markets, Money

Don Coxe has updated his popular webcast on Friday, August 27, 2010. Click through for the recording … […]

Fed’s Hoenig: Monetary policy is not cure-all

By Prieur du Plessis, on August 28th, 2010 posted in: Economy, US

Thomas Hoenig recently stated: “Monetary policy is a useful tool, but it cannot solve every problem faced by the United States. In trying to use policy as a cure-all, we will repeat the cycle of severe recession and unemployment in a few short years by keeping rates too low for too long.” Click through for the interview. […]