11 « March « 2011 « Investment Postcards from Cape Town

James Montier, a long-time favorite among the readers of Investment Postcards, has just produced a white paper entitled “The Seven Immutable Laws of investing”. In the paper, the GMO strategist presents a set of principles to guide sensible investment. […]

Fusion IQ’s Ritholtz on financial markets

By Prieur du Plessis, on March 11th, 2011 posted in: Investment, Markets, Money

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Barry Ritholtz, CEO of Fusion IQ, speaks to Tom Keene of Bloomberg about the outlook for financial markets after the Federal Reserve ends its program of quantitative easing. […]

U.S. housing market developments suggest persistent unease

By Prieur du Plessis, on March 11th, 2011 posted in: Housing, US

According to CoreLogic, 11.1 million homes or 23.1% of residential mortgages outstanding had negative equity in the fourth quarter of 2010, up slightly from the third quarter. This problematic situation combined with the existence of numerous foreclosed residential properties make a strong case for the Fed to maintain the current easy monetary policy stance in the months ahead. […]

Richard Koo: How the West is repeating Japan’s mistakes

By Prieur du Plessis, on March 11th, 2011 posted in: Economy

In INET’s exclusive interview with Richard Koo, Chief Economist of Nomura Research Institute, he discusses the ideas behind “Balance Sheet Recessions”, why QE2 won’t work, and how China’s monetary policy was effective in the wake of the Global Financial Crisis. […]

Roubini Global Economics: Jasmine dreams in China?

By Prieur du Plessis, on March 11th, 2011 posted in: China, Geopolitical

The “days of rage” sweeping through the Middle East and North Africa (MENA) have raised questions about the possibility of a similar movement erupting in China. At a glance, the ingredients for uprising appear to be present. Read on … […]

Face to face with John Embry on gold & precious metals

By Prieur du Plessis, on March 11th, 2011 posted in: Gold, Investment

Eric King recently conducted an excellent interview with John Embury, Chief Investment Strategist of Sprott Asset Management. Embry is an industry expert on precious metals and has been researching the gold sector for over thirty years. […]