20 « January « 2011 « Investment Postcards from Cape Town

China and small caps – are these the proverbial canaries in the coalmine? I suspect so, especially given the overvalued, overbought and overbullish condition of stock markets. [...]

More on this topic (What's this?)

Investing in the “New China” with this Telecom Market Stock (Money Morning, 4/23/12)

For More Opportunity, Go East (My Wealth Builder, 4/23/12)

Read more on Investing in China at Wikinvest

Faber’s special brand of gloom

By Prieur du Plessis, on January 20th, 2011 posted in: Investment, Markets, Money

2 people had their say - chime in!

Why the US and Europe will outperform emerging markets this year, with Marc Faber, author of the Gloom Boom & Doom Report. He also advises investors to stock up on oil or energy equities. [...]

“Disregard the amateur warnings and ride the gold bull,” says Richard Russell

By Prieur du Plessis, on January 20th, 2011 posted in: Gold, Investment

“Lately there’s been a tide of uninformed warnings to the effect that gold is in ‘a dangerous bubble’. These anti-gold know-nothings haven’t seen a gold bubble yet, but I’m predicting that a phenomenal gold surge (call it a ‘bubble’ if you like) lies ahead,” said long-timer Richard Russell. [...]

More on this topic (What's this?)

Gold Price Forecast for the Remainder of 2012 (Investment U, 5/18/12)

What’s Happening to Gold and Silver Prices? (Learn Mining News, 5/14/12)

Everything You Need to Know About Gold Prices (Money Morning, 5/11/12)

Read more on Gold, Bull market at Wikinvest

Stiglitz urges South Africa to take action to weaken rand

By Prieur du Plessis, on January 20th, 2011 posted in: Currencies, South Africa

Joseph Stiglitz, economics professor at Columbia University and a recipient of the Nobel Memorial Prize in Economic Sciences, has once again encouraged South Africa to take a more interventionist stance to weaken its exchange rate, saying that commodity-rich countries are correct to actively respond to the threat posed by over-valued currencies. [...]

More on this topic (What's this?)

New and Puzzling BRICS Cable Proposed (Telecom Ramblings, 4/19/12)

Valentines Day, Part II (All Allan, 2/14/12)

Winter Strikes Help Boost This Metal’s Price (Investment U, 8/1/11)

Read more on Investing in South Africa at Wikinvest

Housing starts down, but permits provide hope

By Prieur du Plessis, on January 20th, 2011 posted in: Economy, Housing

The latest round of housing data shows residential construction has fallen again, with December housing starts dropping 4.3% below November to an annualized rate of 529,000 units. Although this decline is somewhat deeper than expected, permit extensions increased strongly by 16.7% month on month in December to an annualized rate of 635,000. [...]

More on this topic (What's this?)

Interoute’s Revenue Surged in 2011 (Telecom Ramblings, 4/23/12)

Before Making That 2011 IRA Contribution, Make Sure Your Pension Plan Assets are Safe (Money Morning, 3/30/12)

Apache: A Killer Deal At $92 (Investment Underground » Page n..., 5/3/12)

Read more on Housing starts, Northern Trust, Lingui Development at Wikinvest

Picture du Jour: Besides China, it’s (almost) all good on U.S. trade imbalances

By Prieur du Plessis, on January 20th, 2011 posted in: China, Economy

As shown in this post, a closer look at America’s bilateral trading relationships since the deficit high-point in 2006 reveals a significant improvement with many countries, and only a small deterioration with a few others. China – with which the U.S. has its largest deficit – is the conspicuous exception … [...]

More on this topic (What's this?)

Investing in the “New China” with this Telecom Market Stock (Money Morning, 4/23/12)

For More Opportunity, Go East (My Wealth Builder, 4/23/12)

Read more on Investing in China at Wikinvest