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Investment Postcards is a blog focusing on international investments, especially the macro outlook for financial markets and the major asset classes (including gold).rnrnI am an investment professional with 25 years' experience in investment research
Recent Posts Tagged With 'commodities'
Don Coxe webcast – updated (December 30, 2009)
Don Coxe has updated his popular webcast on Wednesday, December 30 - 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 ph...
2010 Bespoke Roundtable
Bespoke Investment Group has just conducted a roundtable on the outlook for the economy and financial markets by surveying opinions from individuals that run “the best financial blogs and websites”. As the writer of the Investment Postca...
Prieur’s readings (December 25, 2009)
This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • Randall Forsyth (Barron’s): What I learned in 2009, December 23, 2009. Cheap valuations and high yields make for low r...
Face to face with Marc Faber
Andy Mukherjee of Indian TV sits down with Marc Faber, author of the Gloom, Boom & Doom Report, discussing a wide spectrum of topics about the economy and financial markets. Do make a point of viewing these clips. Part 1: Part 2: Dian Chu, write...
Technical Talk: Uptrend is still intact
The comments below come courtesy of John Murphy, technical analyst and author of a number of best-selling books on the topic. A Friday stock bounce kept major stock indexes stuck in a two-month trading range. Prices also remain above their 50-day ave...
Donald Coxe – Investment Recommendations (December 2009)
The December edition of Donald Coxe’s Basic Points research report (subtitled “Financial Heroin”) has just been published. His investment recommendations, as summarized in this document, are listed in the paragraphs below, but I do ...
WealthTrack: Ed Hyman & Francois Trahan – forecasts for 2010
This week Consuelo Mack is joined on WealthTrack by two investment champions from independent research firm, ISI Group. Ed Hyman, Wall Street’s number one ranked economist for an unprecedented thirty years running, and top ranked portfolio stra...
Prieur’s readings (December 20, 2009)
This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • Floyd Norris (The New York Times): These days, countries in misery have lots of company, December 18, 2009. Sometimes econom...
Don Coxe webcast – updated (December 18, 2009)
Don Coxe has updated his popular webcast on Friday, December 18 - 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 photo...
Face to face with Daniel Arbess
Daniel Arbess, manager of the Xerion Hedge Fund and partner at Perella Weinberg Partners in New York, joins Aline van Duyn, US markets editor of the Financial Times, to discuss themes from 2009, inflation risks, China and commodities. Part 1: Themes ...
Words from the (investment) wise for the week that was (November 23–29, 2009)
As shoppers were emptying their purses on Black Friday bargains, Dubai’s attempt to reschedule its debt roiled financial markets, plunging risky assets into the red. The government of Dubai requested a six-month payment freeze on the $59 billio...
Words from the (investment) wise for the week that was (November 16 – 22, 2009)
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 - stabilize...
Don Coxe webcast – updated (November 20, 2009)
Don Coxe has updated his popular webcast on Friday, November 20 - 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 photo...
Donald Coxe – Investment Recommendations (November 2009)
The November edition of Donald Coxe’s Basic Points research report (subtitled “The Power of Zero”) has just been published. His investment recommendations, as summarized in this document, are listed in the paragraphs below, but I ...
Words from the (investment) wise for the week that was (November 9 – 15, 2009)
“Words from the Wise” this week comes to you in a shortened format as I do not have access to my normal research resources while on the road in Europe. Although very little commentary is provided, a full dose of excerpts from interesting ...
Don Coxe webcast – updated (November 13, 2009)
Don Coxe has just updated his popular webcast - 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 en...
Interview: Jim Rogers on gold, bubbles, commodites, equities, and Roubini
This is a guest contribution by Damien Hoffman, editor of the very popular Wall St Cheat Sheet blog. Rogers is one of the most respected investors in the world. I had a chance to chat with him the other morning to get more details about some of his r...
