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By Cees Bruggemans, Chief Economist of FNB. It looks like there were ultimately two moments of truth in recent times. The moment of panic crisis (back in late 2008), and again very recently once past the initial recovery bounce when faced by the sustained recovery question. It turns [...] More on this topic (What's this?) Where is the Hyperinflation in America? (Learn Mining News, 12/13/11) The Secret to Gold Prices: Real Interest Rates (Wealth Daily, 1/20/12) Inflation Proof Your Portfolio With These 5 Stocks (Investment Underground » Page n..., 1/19/12)
China’s CFLP Manufacturing PMI for August has just been published. This post analyzes the numbers and spells out likely investment implications. [...] More on this topic (What's this?) The Madness of Crowds: How to Play Bonds, China, and Gold in 2012 (Money Morning, 1/11/12) China’s manufacturing PMI rebounds (Investment Postcards from Cape Town, 1/3/12) Startup Innovators Look for Traction After Las Vegas (Wall Street Daily, 1/20/12)
Marc Faber, author of the Gloom Doom & Boom Report, believes the greatest risk to global economy is the impending inflation that will occur due to easy central bank policy and money printing. Click through for the skinny … [...] More on this topic (What's this?) Gold is Going Nowhere (Expected Returns, 12/14/11) Last Comment On Japan (for now) (Gold Versus Paper, 11/25/11) Japan: The Backdoor to Emerging Markets (Investment U, 11/4/11)
“While not a major low like 1990, 2002 and 2009 we would suggest this is a low that could provide a solid upside trading opportunity,” said Kevin Lane in this guest contribution. [...] More on this topic (What's this?) Is Big Brother Watching You? (Wall Street Daily, 12/5/11) AAII Sentiment Survey: Bearish Sentiment above Average for 4th Week (Stock Blog Hub, 12/9/11) Sentiment Signals: Bulls and bears approach neutral levels (Investment Postcards from Cape Town, 1/29/11)
Yale economist Robert Shiller says weakness in jobs and housing could cause the U.S. economy to fall back into a recession. [...]
A new high was made in Q2 in the number of FDIC-insured “problem” institutions and a reversal obviously needs to be established before one can talk of a proper recovery in the industry and the economy. Read on … [...] More on this topic (What's this?) Wealthy Congressmen Don't Feel Your Pain (Money Morning, 1/9/12) NYT: I just got here, but I know trouble when I see it (Investment Postcards from Cape Town, 1/1/12) Country Indices Annual Returns from 2001 to 2010 (Top Foreign Stocks, 10/5/11) | ||||||||||||||||||||||||||||||||||||||||||||||
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