12 « January « 2011 « Investment Postcards from Cape Town

The crude oil price has been scaling new recovery highs over the past few days, with Brent crude now less than $2 away from the roundophobia $100 number. Although oil is marching higher as a result of increased demand, an increasing price also represents a head wind for the economy – almost like an additional tax. […]

Face to face with David Einhorn

By Prieur du Plessis, on January 12th, 2011 posted in: Investment, Markets, Money

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Eric King of King World news has just conducted an excellent interview with hedge fund manager David Einhorn, president and co-founder of Greenlight Capital, a long-short value-oriented hedge fund. Don’t miss this one. […]

Sushi with Dave: U.S. vs Japan

By Prieur du Plessis, on January 12th, 2011 posted in: Japan, UK

This post comes courtesy of David Rosenberg, Chief Economist and Strategist of Gluskin Sheff & Associates, showing that the U.S. post-bubble economic and financial backdrop is looking more and more like the Japanese situation of the past two decades. […]

How inflation ravages stock market returns

By Prieur du Plessis, on January 12th, 2011 posted in: Investment, Stocks

With inflation having been a non-issue for a number of years but starting to edge higher, it is opportune to revisit the impact of inflation on equity returns. Read on … […]

“Goldnomics” video

By Prieur du Plessis, on January 12th, 2011 posted in: Gold, Investment

As gold bullion is making its way towards its 50-day moving average, precious metals specialist Goldcore has just launched a terrific video on the yellow metal. The video is of an educational type and highlights gold’s importance as a safe haven asset and attractive alternative to cash. […]

Most frequently cited themes for 2011

By Prieur du Plessis, on January 12th, 2011 posted in: Investment, Markets, Money

After the avalanche of forecasts for 2011, Birinyi Associates has distilled the reports into a single graph. The themes are pretty much as expected but, interestingly, the most conflicted ones were developed markets vs emerging markets and large caps vs small caps. […]