01 « February « 2011 « Investment Postcards from Cape Town

If I am correct the Chinese stock market will at some stage start to anticipate an expected surge in March’s manufacturing PMI. But will it mean a boon for emerging markets overall? […]

Robert Shiller on housing, the economy and bubbles

By Prieur du Plessis, on February 1st, 2011 posted in: Economy, Investment

In an interview with WSJ’s Jon Hilsenrath at the World Economic Forum in Davos, Yale economics professor Robert Shiller talked about the state of the U.S. housing market, the health of the economy, and where the next bubble could appear. […]

Barry’s thoughts on markets

By Prieur du Plessis, on February 1st, 2011 posted in: Investment, Markets, Money

The screencast in this post comes courtesy of friend Barry Ritholtz of Fusion IQ and The Big Picture blog. He shares his thoughts on markets by means of a PowerPoint presentation. […]

$2,000 gold in the next 5 years

By Prieur du Plessis, on February 1st, 2011 posted in: Gold, Investment

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Newmont Mining CEO Richard O’Brien says the bull market in gold will continue for some time to come. […]

Crude oil spikes like an Egyptian

By Prieur du Plessis, on February 1st, 2011 posted in: Economy, Oil

“Depending on the development in Egypt and the Middle East, volatility will likely rule crude oil in the near term as there has not been a geopolitical event such as this for a long time, and the ‘geopolitical premium’ rises and falls based purely on markets’ ‘fear perception’,” said Dian Chu in this topical guest contribution on oil. […]

Pickens: Egypt is another wake-up call on oil

By Prieur du Plessis, on February 1st, 2011 posted in: Oil

T. Boone Pickens, billionaire energy investor, on the unrest in Egypt and the possibility of it spreading to other nations. […]