Prieur du Plessis

Contributor since: 26 Feb 2010

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• Help Japan - Sell the Yen

  Published 01 April 2010 | viewed 1,068 times

  Although the debt malaise in Greece has (temporarily) been addressed through an EU/IMF agreement of sorts, sovereign debt concerns will remain on center stage for…

• Q1 Global Stock Market Performance in Review

  Published 01 April 2010 | viewed 1,456 times

  Sitting a stone's throw from the turquoise Caribbean sea in Santo Domingo (see Gone A.W.O.L - lite blogging and full planes), I nevertheless managed to…

• Have Commodities Outpaced Fundamentals?

  Published 31 March 2010 | viewed 1,534 times

  Have metal prices and the prices of other commodities such as oil outrun the underlying fundamentals? The significant strength of the US dollar since December…

• US Stock Market Returns - What Is in Store?

  Published 26 March 2010 | viewed 921 times

  Surging stock markets since the lows of March 2009 have caught most investors by surprise, especially as new pieces of the economics puzzle are not…

• Which Way Emerging-Market Equities?

  Published 23 March 2010 | viewed 1,407 times

  With investors' risk appetite emboldened by the prospects of an economic recovery, emerging-market equities (+104.0%) have outperformed mature-market equities (+73.3%) by a considerable margin since…

• Words from the (Investment) Wise for the Week That Was (March 15-21, 2010): Part II

  Published 21 March 2010 | viewed 1,247 times

  Bespoke: US housing starts remain near record low levels "No matter how you look at it, housing starts in the US remain stuck near record…

• Words from the (Investment) Wise for the Week That Was (March 15-21, 2010)

  Published 21 March 2010 | viewed 1,331 times

  The major stock market indices added to their gains this week - obtaining comfort from the Fed's policy statement that the "juice" was not about…

• Government Bonds - Whats Up?

  Published 19 March 2010 | viewed 1,573 times

  Government bonds have been trading sideways since the middle of last year as market participants wax and wane about the prospects of the nascent economy…

• Chinese Stocks - Finely Balanced

  Published 18 March 2010 | viewed 899 times

  As reported over the weekend (via US Global Investors), the latest Chinese inflation figures surpassed the one-year deposit rate of 2.25%. Negative real interest rates…

• Stock Market Valuation is Stretched on Long-term Basis

  Published 16 March 2010 | viewed 2,290 times

  With the S&P 500 Index and a number of other benchmark stock market indices flirting with cycle highs, I will be monitoring things very closely…

• Barron's Confidence Index - More Work To Do

  Published 15 March 2010 | viewed 1,769 times

  An interesting indicator worth monitoring is the Barron's Confidence Index. This Index is calculated by dividing the average yield on high-grade bonds by the average…

• Words from the (Investment) Wise for the Week That Was (March 8-14, 2010): Part II

  Published 14 March 2010 | viewed 1,775 times

  Asha Bangalore (Northern Trust): Rebound in inventory accumulation in store for 2010? "Total business inventories held steady in January. Factory inventories increased 0.2% in January,…

• Words from the (Investment) Wise for the Week That Was (March 8-14, 2010)

  Published 14 March 2010 | viewed 3,627 times

  Shrugging off some lingering reminders of the credit crisis and recession, investors last week marked the one-year anniversary of the bear market low by pushing…

• Lower Chinese PMI: Canary in the Coalmine?

  Published 02 March 2010 | viewed 1,449 times

  China's PMI numbers for February were released yesterday and received surprisingly little media attention. Although I am usually not keen to slice and dice single-month…

• Words from the (Investment) Wise for the Week That Was (February 22-28, 2010): Part II

  Published 28 February 2010 | viewed 3,501 times

  Financial Times: US senate moves ahead on $15 billion jobs bill "The US Senate on Monday voted to move forward on a $15 billion jobs…

• Words from the (Investment) Wise for the Week That Was (February 22-28, 2010)

  Published 28 February 2010 | viewed 3,567 times

  As investors vacillated about the impact of developments in Greece, together with the uncertainty of strong fourth-quarter economic data possibly not carrying over to the…

• What Does Breadth Say About Where Stocks Are Heading?

  Published 26 January 2010 | viewed 4,325 times

  "Where breadth goes, the market usually follows," goes an old market saying. Breadth indicators are useful tools to assess the inner workings of the market's…

• Words from the (Investment) Wise for the Week That Was (January 11-17, 2010): Part II

  Published 17 January 2010 | viewed 1,886 times

  Asha Bangalore (Northern Trust): Inflation - "Don't worry, be happy," for now "If there is good cheer to go around, it is from inflation, for…

• Words from the (Investment) Wise for the Week That Was (January 11-17, 2010)

  Published 17 January 2010 | viewed 3,728 times

  "Words from the Wise" this week comes to you in a somewhat shorter format as I do not have access to all my normal research…

• Words from the (Investment) Wise for the Week That Was (January 4-10, 2010): Part II

  Published 10 January 2010 | viewed 2,150 times

  Asha Bangalore (Northern Trust): Factory sector survey sends a strong positive signal "The ISM manufacturing survey results of December indicate a noteworthy gain across several…