02 « October « 2009 « Investment Postcards from Cape Town

This post features a chart of the US savings rate that leaves scant hope that individuals will stop saving and start spending again anytime soon. Talk of a balance sheet recession … […]

Technical Talk: Window Dressing Over

By Prieur du Plessis, on October 2nd, 2009 posted in: Investment, Markets, Money

“Today [Thursday] is the start of a new quarter and the next few days will be interesting in terms of the trading tone,” said technical analyst Kevin Lane in this short post. […]

Julian Robertson: Markets will pay the piper

By Prieur du Plessis, on October 2nd, 2009 posted in: Investment, Markets, Money

Julian Robertson, Tiger Management founder and chairman, is always worthwhile listening to. I somehow missed his appearance on CNBC last week, but the content is still as topical as a few days ago. My apologies for the wait. […]

“FUMBLE-ITIS”: US economy analogous to relay race

By Prieur du Plessis, on October 2nd, 2009 posted in: Guest Bloggers, Investment, Markets, Money

The post below is a guest contribution by Comstock Partners, the highly regarded investment manager run by Charles Minter, looking at the dilemma of the US economy as a relay race where the baton has to be passed on to the anchor team member who is very fast but has a problem receiving the baton … […]

Greenspan vs Strauss-Kahn

By Prieur du Plessis, on October 2nd, 2009 posted in: Investment, Markets, Money

This post features a discussion at the Yalta Annual Meeting/Yalta European Strategy between Alan Greenspan, former chairman of the US Federal Reserve, and Dominique Strauss-Kahn, the managing director of the International Monetary Fund (IMF). […]

The days of reckless behavior …

By Prieur du Plessis, on October 2nd, 2009 posted in: Humor

Have we come to the end of unchecked excess? What are the odds? […]