03 « February « 2011 « Investment Postcards from Cape Town

The global manufacturing PMI numbers again surprised on the upside. Read on for a short analysis … […]

Why Jim Chanos is short China

By Prieur du Plessis, on February 3rd, 2011 posted in: China, Economy

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Jim Chanos, president of US-based Kynikos Associates and one of the world’s most famous hedge fund managers, talks to the FT’s John Authers about China’s property bubble and the implications for the rest of the world. […]

Bill Gross equates Fed to devil

By Prieur du Plessis, on February 3rd, 2011 posted in: Investment, Markets, Money

Bill Gross, co-founder and co-CIO of PIMCO, is to my mind one of the shrewdest money men around. His monthly newsletter, this month entitled “Devil’s Bargain”, therefore always makes for thought-provoking reading. […]

Face to face with Eric Sprott on gold and more

By Prieur du Plessis, on February 3rd, 2011 posted in: Economy, Gold

This post features an excellent interview by Eric King of King World News with Eric Sprott, Chairman of Sprott Asset Management, on gold and more. […]

Technical talk: Market still has some fight left in it …

By Prieur du Plessis, on February 3rd, 2011 posted in: Investment, Stocks

“Knowing stocks never go straight up for perpetuity and with developing divergences and weakening internals (prior to yesterday’s advance) the highest probability call was for a marginal correction of 5–7%. However as always the markets reminded us once again yesterday that the trend is your friend and until a decisive break occurs,” said technical analyst Kevin Lane in this guest contribution. […]

Berkowitz on financials

By Prieur du Plessis, on February 3rd, 2011 posted in: Investment, Stocks

Bruce Berkowitz of Fairholme Capital Management says it’s time to shift focus to financials. […]