March « 2011 « Investment Postcards from Cape Town

The closely-watched smoothed growth rate of the ECRI Weekly Leading Index (WLI) is about to peak, indicating that the WLI is losing momentum. Read on for the implications for economic growth … [...]

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Economist Gary Shilling: S&P 500 will drop 43% this year? (Value Investing, 4/11/12)

Stocks Have You Worried? Here's What You Do (Money Morning, 5/14/12)

Sell in May and Go Away? No Way! (Wall Street Daily, 5/10/12)

Read more on S&P 500 (SPX), I-net, Asset Management at Wikinvest

Gold is the safest currency, says Richard Russell

By Prieur du Plessis, on March 16th, 2011 posted in: Investment, Markets, Money

In a rare public talk, Richard Russell, 86-year old author of the Dow Theory Letters, made an appearance at the Casey Research Gold and Resource Summit to discuss the depreciation of the dollar and why he feels safe holding gold. [...]

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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, Currency at Wikinvest

Global growth in the wake of Japan’s earthquake

By Prieur du Plessis, on March 16th, 2011 posted in: Economy, Japan

“Last week’s devastating earthquake in Japan may have limited impact outside of the country, given that global growth dynamics no longer rely heavily on a demand impulse from Japan,” said BCA in an update on global growth. [...]

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DXJ: The Smart Way to Invest in Japan? (Investment U, 4/19/12)

Investing in Greek and Japanese Multinational Companies (Investment U, 3/8/12)

Investing in Japan: Three Choices One Year after the Disaster (Money Morning, 3/14/12)

Read more on Investing in Japan at Wikinvest

Nuclear physicist on Japanese crisis

By Prieur du Plessis, on March 16th, 2011 posted in: Economy, Japan

Nuclear physicist Kirby Kemper gives his assessment of the Japan nuclear crisis, including the likelihood of a meltdown and radiation risks. [...]

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Fukushima vs. Three Mile Island vs. Chernobyl

By Prieur du Plessis, on March 16th, 2011 posted in: Economy, Japan

“The Fukushima nuclear incident will likely be upgraded from a level 4 to a 5 on the International Nuclear and Radiological Event Scale. The scale runs from 0 to 7—the most severe. The incident will remain “an event with local consequences,” although this excludes the consequences for the expansion of nuclear power generation around the world,” said Mikka Pineda of Roubini Global Economics in this topical post. [...]

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Uranium Prices Report: Uranium to Double on "Nuclear Renaissance" (Money Morning, 5/4/12)

French Nuclear Investment Opportunities (Energy and Capital, 5/14/12)

Why Cheap Oil Means the End of Nuclear Iran (Wall Street Daily, 5/17/12)

Read more on Nuclear Energy at Wikinvest

Barton Biggs: Ordering Japanese

By Prieur du Plessis, on March 16th, 2011 posted in: Investment, Japan

Barton Biggs, Traxis Partners managing partner, didn’t own Japan before, but says he jumped in yesterday. Biggs believes the radiation levels will not present a serious problem, and that the economic impact will be negligible. [...]