18 « July « 2011 « Investment Postcards from Cape Town

Since the middle of May I am on record for being bullish on Chinese stocks. One of the top Chinese managers, Liu Tang, chairwoman of Atlantis Investment Management echoed my bullish view in an interview with Bloomberg on Monday, July 11. She has been negative on Chinese stocks since the end of last year but thinks these stocks offer value and are in for a significant rally despite all the concerns about debt globally. Click through for a short analysis … […]

Siegel or U.S. GDP growth, stocks rally

By Prieur du Plessis, on July 18th, 2011 posted in: Economy, Stocks, US

Jeremy Siegel, professor of finance at the University of Pennsylvania’s Wharton School, talks about the outlook for U.S. stocks, the economy and Federal Reserve policy. […]

Monetary policy: Week in review (July 16, 2011)

By Prieur du Plessis, on July 18th, 2011 posted in: Economy, Interest Rates, World

The past week in monetary policy was dominated by Asian central banks, with the central banks of Japan, Indonesia, Thailand, and South Korea all announcing interest rate decisions. Read on for a comprehensive review of central bank actions. […]

Faber: Ben Bernanke doesn’t understand international economics

By Prieur du Plessis, on July 18th, 2011 posted in: Investment, Markets, Money

This post provides a transcript of Jim Puplava‘s great interview on Financial Sense with Marc Faber, author of the Gloom, Boom & Doom Report. In a wide-ranging interview, they discuss Ben Bernanke, QE3, inflation, gold and much more. A link is also provided to the audio interview. […]

“Dangerous precedent” being set in debt ceiling debate, says Galbraith

By Prieur du Plessis, on July 18th, 2011 posted in: DEbt, Economy, US

Professor James Galbraith of The University of Texas, says we’ve entered “a tragic moment” in history where our elected officials are more apt to put ideology before the good of the entire country, according to Yahoo! Finance. […]

Quote du Jour: Bubble illusion

By Prieur du Plessis, on July 18th, 2011 posted in: Investment, Markets, Money

Today’s quote comes courtesy of Mark Thoma, author of the Economist’s View blog and Professor of Economics at the University of Oregon. He said: “A couple of recent conversations have convinced me that many people have “bubble illusion”. When they talk about how much they have lost on their houses and in the stock market, and how that has affected their feelings of economic certainty, etc., the losses are almost always expressed relative to the peak bubble value rather than to a realistic assessment of what the house or stock was actually worth during the bubble years.” […]