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Can markets find the road back to positive territory'
From Investment Postcards from Cape T, 7 month ago, Read 0 times. Similar articles
Article written by Prieur du Plessis, editor of the Investment Postcards from Cape Town blog.The article below is a guest contribution by Frank Holmes, CEO and Chief Investment Officer of U.S. Global Investors.As we began last quarter, we asked: ?Is the market set to take off'? In a world full of uncertainty during the third quarter, global investors gave a definitive answer: No.U.S. stock markets suffered through the worst quarter since 2008, with the S&P 500 Index dropping nearly 14...
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What type of bear are you'
From Investment Postcards from Cape T, 2 year ago, Read 0 times. Similar articles
The diagram below comes courtesy of FallStreet (hat tip: The Big Picture). I suppose until such time as a “Bull Index” sees the light of day, one could argue that the “wall of worry” phase of the stock market is still in place and therefore give the bull the benefit of the doubt.
Source: Fallstreet.com, January 8, 2010 (hat tip: The Big Picture).
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Ron Paul: End the Fed
From Investment Postcards from Cape T, 2 year ago, Read 0 times. Similar articles
Richard Russell, old-timer writer of the Dow Theory Letters, this morning had the following to say about the US Federal Reserve:
“We must never again allow a sinister group of individuals to seize control of our money system. The Founding Fathers foresaw the danger of paper money issued with no connection to gold. Moreover, it’s imperative that the discipline of gold be taught to all Americans so that the immoral concept of a Federal Reserve can never again be sneaked or thrust upon...
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Prieur's readings (January 12, 2009)
From Investment Postcards from Cape T, 2 year ago, Read 0 times. Similar articles
This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy.
? The Economist: Bubble warning, January 7, 2010.
The effect of free money is remarkable. A year ago investors were panicking and there was talk of another Depression. Now the MSCI world index of global share prices is more than 70% higher than its low in March 2009. That’s largely thanks to interest rates of 1% or less in America, Japan, Britain and the euro zone,...
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Inflation expectations approach pre-crisis range
From Investment Postcards from Cape T, 2 year ago, Read 0 times. Similar articles
On the burning issue of inflationary pressures, Asha Banglore (Northern Trust) yesterday remarked as follows: “Inflation expectations as measured by the difference between yields of the nominal US 10-year Treasury note and the 10-year inflation protected security are now at levels seen prior to the onset of the financial crisis in August 2007. As of January 8, the difference between the nominal yield and yield on the inflation protected 10-year US Treasury securities was 245...
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A ?review' of 2010
From Investment Postcards from Cape T, 2 year ago, Read 0 times. Similar articles
Source: Patrick Chappatte, Cagle.com, January 5, 2010.
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Lessons from Bernstein, Rosenberg and Farrell
From Investment Postcards from Cape T, 2 year ago, Read 0 times. Similar articles
I have over the past year referred to parting comments from Richard Bernstein and David Rosenberg as they left Merrill Lynch for less restrictive surroundings. We were again reminded of these lessons, together with those by legendary Merrill analyst Bob Farrell (who retired in 1992), in a recent report by Jeff Saut as extracted below.
Treasure these words of wisdom and stick them onto your wall so that you are always reminded of them.
Richard Bernstein’s lessons
1. Income is as important...
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Wealthtrack ? making money in 2010 in stocks, bonds and foreign markets
From Investment Postcards from Cape T, 2 year ago, Read 0 times. Similar articles
This week on Wealthtrack, Consuelo Mack asks three money managers how they intend to make money in the new year in stocks, bonds and foreign markets. BlackRock’s chief equity strategist Bob Doll runs three highly respected large cap funds (click here for his ten predictions for 2010 and for the decade); First Eagle Fund’s Matthew McLennan just took over the global investment helm from legendary value investor Jean-Marie Eveillard; and veteran bond manager Marilyn Cohen just...
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Prieur's readings (January 11, 2009)
From Investment Postcards from Cape T, 2 year ago, Read 0 times. Similar articles
This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy.
? Michael Klare (The Huffington Post): The blowback effect: 2020, January 5, 2010.
By the end of the second decade of this century, however, our world is likely to have a genuinely different look to it. Momentous shifts in global power relations and a changing of the imperial guard, just now becoming apparent, will be far more pronounced by 2020 as new actors, new trends,...
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What to expect from Japan's new finance minister
From Investment Postcards from Cape T, 2 year ago, Read 0 times. Similar articles
Japan’s inexperienced government continues to have a bumpy ride with the resignation of its finance minister, but George Friedman of Stratfor Global Intelligence says changes in personalities will not make any difference to the country’s economic strategy.
Source: Stratfor Global Intelligence (via YouTube), January 9, 2010.
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China is no Dubai or Enron: Real estate rebalance to buoy gold
From Investment Postcards from Cape T, 2 year ago, Read 0 times. Similar articles
This post is a guest contribution by Dian Chu, market analyst, trader and author of the Economic Forecasts and Opinions blog.
The Chinese central bank surprised the markets last week by raising the interest rate slightly on its three-month bills from 1.3280% to 1.3684%. This is the first rate increase since August and signaled an effort by Beijing to reduce asset-price inflation after a record surge in credit.
The news, sparking fears in markets that the central bank may hike benchmark interest...
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