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Investment Postcards from Cape T
http://www.investmentpostcards.com/
Investment Postcards is a blog focusing on international investments, especially the macro outlook for financial markets and the major asset classes (including gold).
2002 articles
Is derating of emerging-market stocks justified'
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 dividend yield of the iShares MSCI Emerging Markets Index Fund (EEM) recently moved above the dividend yield of the iShares S&P 500 Index Fund (IVV) for the first time since the 2008/2009 financial crisis.Sources: iShares; Plexus Asset Management.Sources: iShares; Plexus Asset Management.The 76% increase in the dividend from EEM for the six months to June put the fund's dividend yield on par...
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Econosong: The ballad of Jim Diamond
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.In the clip below, noted bank skeptic and MIT economist Simon Johnson, former IMF Chief Economist, explains the story behind the story of Diamond Jim – the tuneful tale of a would-be banker who travels to Charlotte, N.C., to meet up with a mogul of modern-day finance, “Diamond Jim.” The production is a joint venture of Merle Hazard and Marcy Shaffer.Source: PBS NewsHour (via...
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Do bullish investors have an ace in the hole'
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.Right now, there are planes full of travelers heading to Vegas with dreams of striking it rich. These starry-eyed gamblers would greatly improve their odds by learning how to count cards. Yet, as we learned in the movie 21, where six MIT students team with Micky Rosa to become expert card...
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Wealthtrack: Gross and El-Erian on slow growth, sub-par returns
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.This week on Wealthtrack, Consuelo Mack interviews two of the investment world's biggest stars. Bill Gross and Mohamed El-Erian, Co-Chief Investment Officers of money management powerhouse PIMCO, sit down together for an exclusive two part series.Gross and El-Erian have recently updated their now widely quoted and accepted 2009 prediction that the U.S. and the rest of the developed world had entered a...
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Monetary policy: Week in review (October 22, 2011)
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 comes courtesy of Central Bank News, an authoritative source on monetary policy developments.The past week in monetary policy saw interest rate decisions announced by 7 central banks. The only bank to announce a change to its main monetary policy interest rate was the Banco Central do Brasil, which cut its interest rate by another 50 basis points to 11.50%. Meanwhile the other central...
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Technical Talk: Daily market update (October 21, 2011)
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.Adam Hewison, charting strategist of INO.TV, brings you another edition of his invaluable service of daily technical updates on the ups and downs of various markets. This short analysis is a great tool for keeping one’s finger on the pulse and timing the markets. I have personally been using the INO/Market Club software for quite a while and find these tools extremely useful.Click the image below...
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Earnings season ? beat rates look promising
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.So far this earnings season, 306 U.S. companies have reported their quarterly numbers. As shown by Bespoke Investment Group in the first chart below, 63.7% of these companies have beaten consensus earnings per share estimates. “It’s still early on in the reporting period, but 63.7% is stronger than the readings seen in the prior two earnings seasons,” said Bespoke. “It’s...
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Don Coxe webcast ? updated (October 21, 2011)
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.Don Coxe has updated his popular webcast on Friday, October 21, 2011 – good news for his followers. You can access the recording here or from the sidebar of the Investment Postcards site (the column on the right-hand side) by clicking on Don’s photograph.Did you enjoy this post' If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.Don Coxe webcast ?...
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Higher highs to come' asks James Paulsen
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.Is now the time to make a bullish call on the stock market' Insight on why the market may make a run at all time highs next year, with James Paulsen, chief investment strategist of Wells Capital Management.Source: CNBC, October 21, 2011.Did you enjoy this post' If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.Higher highs to come' asks James Paulsen was first...
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Laugh out Loud: ?I'm already scared to death!?
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.Source: Dana Summers, Townhall.com, October 21, 2011.Did you enjoy this post' If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.Laugh out Loud: “I’m already scared to death!” was first posted on October 22, 2011 at 7:00 am.©2011 "Investment Postcards from Cape Town". Use of this feed is for personal non-commercial use only. If you are not...
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