15 « November « 2011 « Investment Postcards from Cape Town

This post reviews the recent stock market rally in the context of valuation levels and the economic backdrop. […]

Gross, El-Erian on Europe, strategy, Treasuries

By Prieur du Plessis, on November 15th, 2011 posted in: Economy, Europe, US

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Pimco Co-Chief Investment Officer Bill Gross and Chief Executive Officer Mohamed El-Erian talk about the European sovereign-debt crisis and its impact on the U.S. economy and Treasury yields. […]

Investor Sentiment: Another case of selling low and buying high?

By Prieur du Plessis, on November 15th, 2011 posted in: Investment, Stocks

This post reviews stock market sentiment based on asset data as opposed to opinion polls. […]

Stop Press: “Investment Postcards Daily” (Nov 15, 2011) is out!

By Prieur du Plessis, on November 15th, 2011 posted in: Investment, Markets, Money

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. […]

Wealthtrack: David Rosenberg – are we in a depression?

By Prieur du Plessis, on November 15th, 2011 posted in: Investment, Markets, Money

This week on Wealthtrack, Consuelo Mack interviews one of the few economists to foresee the global economic slowdown. Gluskin Sheff’s David Rosenberg saw signs of trouble as chief economist at Merrill Lynch. He continues to warn about a prolonged slump with high unemployment in the developed world and discusses what it means for investors and where to find growth despite a stagnant U.S. and Europe. […]

Monetary policy: Week in review (Nov 13, 2011)

By Prieur du Plessis, on November 15th, 2011 posted in: Economy, Interest Rates

The past week in monetary policy saw interest rate decisions announced by 9 central banks around the world. Click through for a comprehensive review. […]