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By Cees Bruggemans, Chief Economist of FNB. With the dominant global themes still harbouring substantial event risk (Arab World, Europe) even while shifting towards typical cyclical expansion themes (growth and inflation) what can we expect to be the major South African themes of 2011? I would opt now [...] More on this topic (What's this?) The Most Telling Chart of 2011 (Wall Street Daily, 12/30/11) 2011 Earnings Off to a Strong Start, but Will it Last? (Money Morning, 1/25/11) 2011 Gold Predictions: How High is Gold Going to Go in 2011? (Learn Mining News, 1/10/11) 
By Cees Bruggemans, Chief Economist of FNB. The global arguments about what to do next are many, and find a reflection in South Africa’s own crossroads. The rich countries continue to favour an open trading system, along market capitalist lines. Anglo-Saxons emphasize the free market thereof, [...]  By Prieur du Plessis, on February 22nd, 2011 posted in: Investment, Stocks  4 people had their say - chime in!
The general consensus agrees with the minutes of the FOMC of January 26 that the highly accommodative monetary policy will be maintained owing to the expectation that the weakness in the labour market will persist for a long time and inflation is still below target. The FOMC expected to keep the fed funds rate near zero “for an extended” period. But will they? Read on … [...] More on this topic (What's this?) Fleckenstein Pins High Prices on the Fed (Wealth Daily, 2/24/11) Chairman Paul's First Fed Hearing (Wealth Daily, 2/10/11) The Federal Reserve, Credit and Interest Rates (Learn Mining News, 1/28/11) By Prieur du Plessis, on February 22nd, 2011 posted in: Investment, Markets, Money Leave your comment
Bill Ackman of Pershing Square Capital Management and Harvard Business School professor Michael Porter discuss strategy, management and fair stock prices. [...]
I will be in London on a business trip in a few days’ time, from February 25 to 28. I am scheduling an informal group function on Friday afternoon, February 25 at 16:30 in the West End. If any Investment Postcards readers are interested in meeting to discuss global financial markets and money-making ideas, please contact me. [...] More on this topic (What's this?) 25 NYSE-Traded Foreign Stocks Yielding More Than 5% Dividends (Top Foreign Stocks, 3/7/11) CF Feb 28 Auth Post (Money Morning, 2/28/11) Drinks at the bar, in London (Wall Street Sector Selector, 2/21/11)
Speaking to CNBC-TV18, investment guru Marc Faber said oil prices could go up substantially from current levels. [...] |
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