Investment Postcards from Cape Town

Words from the (investment) wise for the week that was (November 16 – 22, 2009)

Prieur du Plessis — Sun, 22 Nov 2009 07:56:10 +0000

Stock markets succumbed to a bout of profit-taking last week, sparked by concerns that the rally has overshot the pace of economic recovery. Riskier assets were showing signs of fatigue as the US dollar – the catalyst of many recent moves – stabilized. Read more about this and the implications for financial markets in the weekly "Words from the Wise" review.

Please visit my website (by clicking on the heading above) for the full article, as well as other interesting investment snippets.

Prieur’s readings (November 21, 2009)

Prieur du Plessis — Sat, 21 Nov 2009 08:24:30 +0000

This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. Please also add the links to any other worthwhile articles you would like to share to the comments section.

Please visit my website (by clicking on the heading above) for the full article, as well as other interesting investment snippets.

The lie of the investment land, according to Dylan Grice

Prieur du Plessis — Sat, 21 Nov 2009 07:45:24 +0000

This podcast features an excellent interview with Dylan Grice, strategist of Société Générale. Dylan, who has been described as "the Robin to Albert Edward's Batman", discusses stock market bubbles, China and geo-politics.

Please visit my website (by clicking on the heading above) for the full article, as well as other interesting investment snippets.

Gross: Anything but .01%

Prieur du Plessis — Sat, 21 Nov 2009 07:40:51 +0000

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 "Anything but .01%", therefore always makes for thought-provoking reading. This post features a few excerpts from the report.

Please visit my website (by clicking on the heading above) for the full article, as well as other interesting investment snippets.

The week ahead

Prieur du Plessis — Sat, 21 Nov 2009 07:15:37 +0000

The video clips in this post provide a handy summary of the reports expected on the economic, financial and corporate front around the globe during the week ahead.

Please visit my website (by clicking on the heading above) for the full article, as well as other interesting investment snippets.

Don Coxe webcast – updated (November 20, 2009)

Prieur du Plessis — Sat, 21 Nov 2009 07:10:26 +0000

Don Coxe has updated his popular webcast on Friday, November 20 - good news for his followers. Follow the link from this post.

Please visit my website (by clicking on the heading above) for the full article, as well as other interesting investment snippets.

Partisan bickering is not the solution for fostering economic growth

Prieur du Plessis — Sat, 21 Nov 2009 07:05:28 +0000

The main theme of the opinion piece by Representatives Hensarling and Ryan in the Wall Street Journal is poor economic policy choices of the current administration. "Economic history paints a very different picture from the opinion piece. Should political leaders be engaged in partisan rhetoric or in a serious discussion of how to make policy choices that will foster sustained economic growth?," asks Asha Bangalore in this guest contribution.

Please visit my website (by clicking on the heading above) for the full article, as well as other interesting investment snippets.

Great Wallet of China

Prieur du Plessis — Sat, 21 Nov 2009 07:00:18 +0000

All these IOUs - what a mess ...

Please visit my website (by clicking on the heading above) for the full article, as well as other interesting investment snippets.

Velocity of US money supply at long last edging up

Prieur du Plessis — Fri, 20 Nov 2009 09:54:55 +0000

This post discusses the trend in the velocity of US money supply and the implications for the economy.

Please visit my website (by clicking on the heading above) for the full article, as well as other interesting investment snippets.

Fifteen investment lessons from Jesse Livermore and John Paulson

Prieur du Plessis — Fri, 20 Nov 2009 09:45:49 +0000

Hopefully these lessons from Jesse Livermore and John Paulson will add to your success as an investor.

Please visit my website (by clicking on the heading above) for the full article, as well as other interesting investment snippets.