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 By Prieur du Plessis, on September 15th, 2010 posted in: Investment, Markets, Money  Leave your comment
Has the global financial markets overreacted on the somewhat better economic statistics? I think so. It seems to me that it could turn out to be just another “relief” rally. Read on … [...] More on this topic (What's this?) The Blame Game: Revisiting “The Most Alarming Chart I’ve Seen All Week” (Wall Street Daily, 1/27/12) Baltic Dry Index Down and Shipping Stocks Up: Why? (Value Investing, 2/14/12) Baltic Dry Index falls off a cliff (Merrill over Matter, 1/19/12)
This post features an interview with Mohamed El-Erian, CEO of Pimco, and Dick Berner, chief US economist at Morgan Stanley, debating whether we’re experiencing an economic soft patch or double dip. [...]  By Prieur du Plessis, on September 15th, 2010 posted in: Investment, Markets, Money Leave your comment
In this post, Mark Mobius, executive chairman of Templeton Asset Management, shares some thoughts on emerging markets. [...] More on this topic (What's this?) Emerging Market Bonds: Less Risk Than You Think (Investment U, 5/11/12) Emerging Markets: The Ultimate High Growth Investments (Investment U, 4/3/12) Investing in Emerging Markets with U.S.-Traded ADRs (Money Morning, 5/7/12) By Prieur du Plessis, on September 15th, 2010 posted in: Investment, Markets, Money Leave your comment
“I think that there are people who have extreme views, either extremely bullish or extremely bearish. I think we are maybe in a kind of a trading range whereby first we go down somewhat into October–November and then rally again towards the end of the year,” said Marc Faber in a CNBC interview. [...] More on this topic (What's this?) Marc Faber Economy Is in a worse position today than in 2008 and 2009? (Value Investing, 4/11/12) Deep (Portfolio) Thoughts With Marc Faber (Random Roger's Big Picture, 4/5/12) Marc Faber: The Perils of Money Printing’s Unintended Consequences (Value Investing, 3/18/12)
This post provides a round-up of the non-manufacturing PMIs around the world, conveying a somewhat negative picture. [...]
“Do not put risk on; we’re getting ready for the best shorting opportunity of the year,” Robin Griffiths, technical strategist at Cazenove Capital told CNBC, looking at the S&P 500 chart. [...] |
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