Stop Press: “Investment Postcards Daily” (Nov 9, 2011) is out!

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As part of my daily routine, I publish all my reading (including snippets from other well-known commentators) in an Internet newspaper, “Investment Postcards Daily”. Click through to read the latest edition and register for a free subscription. […]






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Could gold hit $2,500?

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As concerns grow over the eurozone debt crisis, investors are looking again to precious metals. Neil Meader, analyst at GMFS, says in the event of extreme dollar weakness the gold price could hit $2,500 per ounce. […]






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Brazil: The real inflation challenge

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“Brazil’s inflation problem is unlikely to get out of hand and does not make our list of top challenges for Brazil,” said Arthur Carvalho of Morgan Stanley. “However, the recent handling of inflation is likely to create some uncertainty over the commitment to Brazil’s inflation target and in turn has likely taken a problem that once had been viewed as resolved and resurrected it as an issue of investor concern.” […]






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Laugh out Loud: The real Clinton scandal

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“I want banks to make home loans to poor people with weak credit.” […]






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South Africa could also do with interest rate cuts

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By Cees Bruggemans, Chief Economist of FNB.

The SARB this year has been most decisive about inflation (rising, but so far not giving rise to second-round effects and likely relapsing back into target next year), most outspoken about the economy (a lingering subpar growth performance and sizeable output gap) and […]

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