| ||||||||||||||||||||||||||||||||||||||||||||||
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. [...] More on this topic (What's this?) Two Long-Term Investing Strategies That Work (and one that doesn’t) (Investment U, 4/25/12) Measuring the Performance of the Ivy Portfolio (Phil’s Stock World, 12/1/12) Preferred Stock Investing: The Income Alternative You Haven’t Considered (Investment U, 5/11/12)
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. [...]
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. [...] More on this topic (What's this?) Case-Shiller Home Price Index and Home Sales: What the Latest U.S. Housing Market Data Show (Money Morning, 4/24/12) Home Prices Near 10-Year Low (Crossing Wall Street, 3/27/12) Case-Shiller Index: Is This the Housing Market Bottom? (Money Morning, 4/25/12)
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. [...] More on this topic (What's this?) 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) Kyle Bass’ Japan Macro Fund Down 29% for April (Value Investing, 5/15/12)
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 … [...]
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. [...] 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) | ||||||||||||||||||||||||||||||||||||||||||||||
Copyright © 2012 Investment Postcards from Cape Town - All Rights Reserved Performance Optimization WordPress Plugins by W3 EDGE | ||||||||||||||||||||||||||||||||||||||||||||||
Recent Comments