Blog Profile / Investment Postcards

Filed Under:Business & Finance / Investing
Posts on Regator:889
This blog is retired.
Archived Since:May 25, 2011

Blog Post Archive

Don Coxe – Investment Recommendations (March 2012)

The March 2012 edition of Donald Coxe's Basic Points research report (subtitled "All Clear") has just been published. His investment recommendations, as summarized in this document, are listed in this post, but I do recommend you also read the full report at the bottom of the post. [...]

Figuring out ECRI’s recession call

This post is written in response to the article “Why Our Recession Call Stands” of March 15, 2012 by Lak­sh­man Achuthan and Anir­van Banerji of the Economic Cycle Research Institute (ECRI). [...]

Laugh out Loud: Goldman Sachs …

Cartoonist Brian Farrington's view of Goldman Sachs. [...]

Rosenberg and Bernstein debate U.S. economic recovery

In the video clip in this post, David Rosenberg of Gluskin Sheff & Associates and Richard Bernstein of Richard Bernstein Advisors discuss whether the American economy has turned a corner and the importance of corporate profits on GDP. [...]

The HARPEX Index is superior to the Baltic Dry Index!

This post deals with the HARPEX Index - an indicator that is far superior to the Baltic Dry Index as a measure of economic activity. [...]

US stocks: Tread carefully through the minefields

Is the S&P 500 Index anticipating too much too soon? Read on... [...]

Pimco’s El-Erian on U.S. jobs report, Europe

Mohamed El-Erian, chief executive officer and and co-chief investment officer at Pacific Investment Management Co., talks about the February U.S. jobs report and the European debt crisis. [...]

Evolving South African prospects

Article written by Prieur du Plessis, editor of the Investment Postcards from Cape Town blog. By Cees Bruggemans, Chief Economist of FNB. Just like in the larger world, our prospects are also gradually evolving, and not necessarily for the worse. The focal point of global crises has shifted from [...]

Shiller on a U.S. housing bottom

Robert Shiller, Yale University professor and the "Shiller" in the S&P Case-Shiller Home Price Index, discusses whether the housing market has already hit the bottom: "It could turnaround, but I don't see any scientific way to be assured." [...]

Global PMI Scorecard: Services sector drives acceleration in global growth

Growth in global economic activity continued to accelerate for the fourth consecutive month in February. This post summarizes highlights of the February PMIs. [...]

Appreciating China to its fullest

"We believe China is somewhat like fine wine; it only gets better with age," says Frank Holmes in this topical guest contribution. [...]

Is risk in emerging economies less than developed economies?

My analysis shows that the economic risk in emerging economies is less than that of developed economies. Click through for the rationale... [...]

Don Coxe webcast – updated (March 9, 2012)

Don Coxe has updated his popular webcast on Friday, March 9, 2012. Click through for the recording. [...]

“Trader Vic”: Obama needs to go for the economy

Should President Barack Obama lose this year's presidential election, expect a "tremendous" lift to the economy, as businesses sitting around in standby mode would push through with job-creating investments, says trader, commodities expert, and index developer Victor Sperandeo. [...]

Emerging-market stocks have more upside, but in need of correction

I am of the opinion that the rally in emerging-market equities is likely to continue over the next few months. That said, the market has had a huge run and, being overbought, it is in desperate need of consolidation or even a major correction. I continue to favor the Chinese stock market above other emerging markets and developed markets. [...]

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